10 Best Financial Advisors in Columbus (for 2019)

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Ryan Friend

September 17, 2019  •  5 min read

Home to Columbus University and many beautiful parks, many successful and striving people make ColumbusOhio their home, and the fact that it’s the largest city in the state of Ohio certainly doesn’t hurt its status either. There are plenty of opportunities to be had in the city, but while you look for them, we also want to remind you about the importance of the wealth you have already earned. We think a financial advisor is the best option to take care of those needs, and there are plenty within the city to work with.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Here are the top five financial advisory firms in the city of Columbus that you should consider working with:

Budros, Ruhlin, and Roe, Inc. 

Budros, Rulin, and Roe Inc. is our top choice. This financial advisory firm manages over $2.49 billion on behalf of its clients, and has a minimum account requirement of $500,000. This company primarily provides financial services and wealth management services to high net worth individuals and families, but it also works with trusts, estates, pension plans, endowments, and other organizations.

Founded in 1979, they have 25 financial advisors on staff, with five being certified financial planners (CFPs) and one being a certified public accountant (CPA). Before the company creates a customized financial plan for you, they will get information from you such as your risk tolerance, time horizon, cash flow needs, and spending policy. They will use this information to create a tailored plan that suits your needs specifically. As a rule, the firm prefers to invest in mutual funds, ETFs, individual securities, commodities, real estate, and alternative investments.

You can expect the following working with Budros, Ruhlin, & Roe, Inc.:

  • A fee-only compensation structure
  • Targeted asset allocations for each asset class
  • Retirement planningestate planning, and related financial planning services available
  • A strong focus on investing fundamentals as opposed to trying to make short-term gains based on market movements 

Hamilton Capital 

Hamilton Capital, managing over $2.39 billion in assets for its clients, takes the second spot on this list. There is no set account minimum to work with Hamilton Capital. However, they do have a minimum annual fee of $2,500.

Founded in 1997, they have 39 financial advisors. What separates this investment management firm from others is that Hamilton Capital uses fundamental analysis to assess asset classes at large as opposed to just individual securities. It makes investments based around asset classes that provide favorable results following thorough analysis. The company generally invests for the long-term and typically holds assets for at least one to two years.

You can expect the following working with Hamilton Capital Investments: 

  • A fee-only compensation structure
  • A strong emphasis on the use of mathematical formulas to identify solid investments
  • Custom portfolios, as portfolio models are not used 

Summit Financial Strategies 

With over $1.18 billion in assets under management, Summit Financial Strategies (founded in 1994) is another excellent choice. They have no minimum asset requirement but do have a $2500 minimum account requirement. They are one of the better options for people who do not have an extremely high net worth  

This company relies on Modern Portfolio Theory for the majority of its investments. The firm also prefers to invest in the following asset types: mutual funds, ETFs, individual equity, and fixed-income securities. They take your risk tolerance, tax bracket, liquidity needs, family situation, and time horizons into consideration when they are creating a financial plan for you.

You can expect the following working with Summit Financial Strategies:

  • A fee-only compensation structure
  • Additional expertise in philanthropic planning
  • Periodic rebalancing of your investments based on performance and major life changes 

Windsor Advisory Group 

With over $1.17 billion in investments under management, Windsor Advisory Group is another financial advisory giant in the city of Columbus. This company has an account minimum requirement of $10 million in investible assets in order to work with the company, making them an extremely exclusive firm. The firm’s fees are based on a percentage of the assets that you allow them to manage on your behalf.

Windsor Advisory Group was created in the year 2002 and has six advisors under its employ who create financial plans and monitor portfolios for clients. In terms of investment strategy, Windsor Advisory Group creates highly personalized investment portfolios that are centered around your needs and preferences. Windsor often heavily invests in the following asset classes: cash, debt, equities, real estate, private equity, commodities, ETFs, mutual funds, and private debt.

You can expect the following working with Windsor Advisory Group:

  • A fee-only compensation structure
  • A strong focus on preventing you from paying excessive taxes, hedging against inflation, and helping you to prevent emotions from dictating your financial decisions
  • Partnerships with your trusted professionals such as accountants, lawyers, and life insurance product provider, in order to serve your best interests

Gryphon Financial Partners, LLC 

Our last pick, Gryphon Financial Partners, LLC, was founded in 2014 has over $1.04 billion in assets under management. There is no minimum account requirement.

Even though it has only been open for a couple of years, Gryphon Financial Partners has already established itself in the ColumbusOhio area as being one of the best financial planning firms in the business. The investing strategy of Gryphon Financial Partners revolves around the following five things: options trading, ETF investments, margin transactions, long-term purchases, and short-term purchases.

You can expect the following working with Gryphon Financial Partners:

  • Fee-based compensation structure
  • A very high level of attention from your wealth advisor so that you get the best financial advice
  • Tax planning services and other investment advisory services to help you keep on track with your financial goals
  • Comprehensive financial planning designed to set you up for long-term success 

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Having a strong financial plan is key for you to reach your highest level of financial success in life. The right financial plan can help you to substantially increase your net worth, as well as set you up correctly for retirement, funding your child’s education or wedding, divorce, etc. Any of the five financial advisors listed above can be a great ally to you on your financial journey. We wish you the best of luck working with one of these advisors and the best for your financial future.