Firms
Advisory firms that serve investors across the United States. Firms with advisors near you come first.
369 firms · 📍 near Columbus, OH · within 25 mi
Gerber
Columbus, OH, 4 advisors
4 advisors near you · <1 mi
Percent of assets, Flat feeTypical client: $2.65 million
$592 million managed
Diamond Hill Capital Management
Columbus, OH, 4 advisors
3 advisors near you · <1 mi
Percent of assets, Performance feeTypical client: $365,051
$29.4 billion managed
Weinberg Advisory Group
Columbus, OH, 3 advisors
3 advisors near you · <1 mi
Percent of assets, HourlyTypical client: $1.01 million
$55.1 million managed
THE Ameriflex Group
Las Vegas, NV, 209 advisors
3 advisors near you · <1 mi
Percent of assets, Hourly, Flat feeTypical client: $549,793
$9.66 billion managed
GBQ Wealth Advisory
Columbus, OH, 3 advisors
3 advisors near you · <1 mi
OtherTypical client: not stated
Not stated managed
Keidan Financial Consultants
Columbus, OH, 2 advisors
2 advisors near you · <1 mi
Percent of assets, Hourly, Flat fee, CommissionsTypical client: $3.09 million
$575 million managed
TLG Advisors
Summit, NJ, 301 advisors
2 advisors near you · <1 mi
Percent of assets, Hourly, Flat feeTypical client: $430,112
$2.3 billion managed
Garlikov Advisors
Columbus, OH, 2 advisors
2 advisors near you · <1 mi
Percent of assets, Flat feeTypical client: $1 million
$208 million managed
Johnson Investment Counsel
Cincinnati, OH, 65 advisors
2 advisors near you · <1 mi
Percent of assets, Flat feeTypical client: $2.92 million
$23 billion managed
Global Retirement Partners
San Rafael, CA, 460 advisors
2 advisors near you · <1 mi
Percent of assets, Hourly, Flat feeTypical client: $607,155
$170 billion managed
21st Century Equity Advisors
Worthington, OH, 1 advisor
1 advisor near you · <1 mi
Percent of assetsTypical client: $947,652
$50.2 million managed
Winthrop Capital Management
Carmel, IN, 4 advisors
1 advisor near you · <1 mi
Percent of assets, Hourly, Flat feeTypical client: $852,159
$3.97 billion managed
Grant Street Wealth Management
Columbus, OH, 1 advisor
1 advisor near you · <1 mi
Percent of assets, Hourly, Flat feeTypical client: not stated
Not stated managed
Trendcalc Dynamics
Columbus, OH, 1 advisor
1 advisor near you · <1 mi
Percent of assets, Hourly, Flat fee, OtherTypical client: $501,429
$35.1 million managed
Milestone Wealth Strategies
Columbus, OH, 1 advisor
1 advisor near you · <1 mi
Percent of assets, HourlyTypical client: $280,871
$19.1 million managed
Powers Capital Management
Columbus, OH, 1 advisor
1 advisor near you · <1 mi
Percent of assetsTypical client: $607,599
$59.1 million managed
Northland Asset Management
Minneapolis, MN, 40 advisors
1 advisor near you · <1 mi
Percent of assets, Hourly, Flat fee, OtherTypical client: $455,475
$405 million managed
Wells Fargo Advisors
St, Louis, MO, 4,146 advisors
62 advisors near you · 2.3 mi
Percent of assets, Flat fee, CommissionsTypical client: $514,335
$252 billion managed
Strategic Advisers
Boston, MA, 16,992 advisors
55 advisors near you · 2.3 mi
Percent of assets, Flat fee, OtherTypical client: $234,793
$1.37 trillion managed
UBS Financial Services
Weehawken, NJ, 9,367 advisors
55 advisors near you · 2.3 mi
Percent of assets, Hourly, Flat fee, Commissions, OtherTypical client: $693,691
$916 billion managed
Osaic Wealth
Scottsdale, AZ, 8,052 advisors
47 advisors near you · 2.3 mi
Percent of assets, Hourly, Flat feeTypical client: $398,336
$235 billion managed
MML Investors Services
Springfield, MA, 5,093 advisors
45 advisors near you · 2.3 mi
Percent of assets, Hourly, Flat fee, OtherTypical client: $249,379
$116 billion managed
Wells Fargo Advisors
St, Louis, MO, 14,100 advisors
29 advisors near you · 2.3 mi
Percent of assets, Flat fee, CommissionsTypical client: $475,575
$671 billion managed
Park Avenue Securities
New York, NY, 1,909 advisors
27 advisors near you · 2.3 mi
Percent of assets, Hourly, Flat feeTypical client: $230,599
$19.6 billion managed