Real Reviews · Columbus
Top-Reviewed Financial Advisors in Columbus, OH
What are customers actually saying? Read verified reviews for financial advisors in Columbus — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Columbus, OH by verified customer ratings and review volume. The highest-rated is Peak Retirement Planning, Inc. with a 5.0-star rating from 310 verified reviews. Also in the top tier: rebel Financial and Royal Oak Financial Group. The average rating across all listed financial advisors in Columbus is 4.9 stars from 42 reviews per business on average.
Financial advisors in Columbus typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
42
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Peak Retirement Planning, Inc.
3600 Olentangy River Rd Bldg 501, Columbus, OH 43214, USA
rebel Financial
5940 Clyde Moore Dr, Groveport, OH 43125, USA
Royal Oak Financial Group
5858 N High St, Worthington, OH 43085, USA
Financial Advisors Rankings in Columbus, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Peak Retirement Planning, Inc.3600 Olentangy River Rd Bldg 501, Columbus, OH 43214, USA | 5.0★ | 310 |
| #2 | rebel Financial5940 Clyde Moore Dr, Groveport, OH 43125, USA | 5.0★ | 94 |
| #3 | Royal Oak Financial Group5858 N High St, Worthington, OH 43085, USA | 4.9★ | 86 |
| #4 | Safe Harbor Wealth Advisors - Dublin6099 Frantz Rd, Dublin, OH 43017, USA | 5.0★ | 59 |
| #5 | Columbus Wealth Management6605 Longshore St Suite 240, #190, Dublin, OH 43017, USA | 5.0★ | 27 |
| #6 | Columbus Street Wealth Management565 Metro Pl S Ste 300, Dublin, OH 43017, USA | 5.0★ | 1 |
| #7 | Frazier Financial Advisors, LLC1690 W Lane Ave Suite 280, Columbus, OH 43221, USA | 4.3★ | 6 |
| #8 | Ross Wealth Advisors1093 Fishinger Rd, Columbus, OH 43221, USA | 4.6★ | 34 |
| #9 | Three Creeks Capital Management778 Northwest Blvd, Columbus, OH 43212, USA | 5.0★ | 50 |
| #10 | Russell Sweeney Wealth Management1177 W 3rd Ave, Columbus, OH 43212, USA | 5.0★ | 15 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Columbus
Safe Harbor Wealth Advisors - Dublin
6099 Frantz Rd, Dublin, OH 43017, USA
Columbus Wealth Management
6605 Longshore St Suite 240, #190, Dublin, OH 43017, USA
Columbus Street Wealth Management
565 Metro Pl S Ste 300, Dublin, OH 43017, USA
Frazier Financial Advisors, LLC
1690 W Lane Ave Suite 280, Columbus, OH 43221, USA
Ross Wealth Advisors
1093 Fishinger Rd, Columbus, OH 43221, USA
Three Creeks Capital Management
778 Northwest Blvd, Columbus, OH 43212, USA
Russell Sweeney Wealth Management
1177 W 3rd Ave, Columbus, OH 43212, USA
Gryphon Financial Partners
325 John H McConnell Blvd Suite 425, Columbus, OH 43215, USA
Mariner
2074 Arlington Ave, Columbus, OH 43221, USA
Hamilton Capital
5025 Arlington Centre Blvd, Columbus, OH 43220, USA
Balance Wealth
5701 N High St #100, Worthington, OH 43085, USA
Chornyak & Associates
716 Mt Airyshire Blvd STE 200, Columbus, OH 43235, USA
Edward Jones - Financial Advisor: Brian D Weibel, CFP®
448 W Nationwide Blvd STE 106, Columbus, OH 43215, USA
Capstone Wealth Advisors - Ameriprise Financial Services, LLC
1070 Polaris Pkwy Ste 130, Columbus, OH 43240, USA
Summit Financial Strategies, Inc.
4111 Worth Ave #510, Columbus, OH 43219, USA
Vawter Financial Ltd
1161 Bethel Rd #304, Columbus, OH 43220, USA
Libertas Wealth Management Group
5003 Horizons Dr STE 200, Columbus, OH 43220, USA
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Frequently Asked Questions — Financial Advisors in Columbus
What is a fiduciary financial advisor and why does it matter in Columbus?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Columbus, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Columbus?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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