Ways to browse advisors serving Columbus, OH

Pick a specialty or descriptor to browse more advisors serving Columbus, OH.

By how they work

Type	Advisors
Large-firm	2,690
Flat-fee	1,255
Seasoned	1,219
Independent	784
CFP®-certified	546

By who they serve

Type	Advisors
High-net-worth	505
Baby Boomer	34
Millennial	6
Gen X	4

Browse by specialty

Find advisors serving Columbus, OH who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,817
Executive	1,175
Wealth management	1,124
Retired	1,121
General retirement planning	922
Retirement income strategy	907
Tax-loss harvesting	805
Income planning	710
Retirement withdrawal strategies	566
Retirement plans for business owners (SEP, solo 401k)	449
ESG / Sustainable investing	421
General estate planning guidance	410
Cash flow / budgeting	338
Approaching retirement	292
Options & derivatives strategies	290
College savings (529s, UTMA, etc.)	285
Active portfolio management	280
Private / alternative investments	280
Business exit / sale strategy	217
Passive / index investing	204
Mid-Career Professionals	202
Annuities	193
Social Security optimization	190
HENRY (High Earners, Not Rich Yet)	159
Business ownership considerations	130
Real estate investing	130
Divorce financial planning	118
Charitable giving & philanthropy	117
Self-Employed	114
Multi-generational wealth transfer	112
Business succession planning	103
Concentrated stock management	99
Tax strategies for small businesses	66
Equity compensation tax strategy	65
Married/Couples/Partners	49
Attorney	46
General tax planning	46
Established Professionals	27
Debt management	24
Women Professionals	22
Financial Professional	21
Family Business	20
Life insurance needs analysis	18
Liquidity event planning	14
Long-term care insurance	14
Values-based investing	13
Charitable giving tax strategies	12
Doctor or Medical Professional	11
Educators, Teachers, and Academics	11
Military & Veterans	10
Young Professionals	10
Young Families	9
Business sale tax planning	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Retired	7
Factor investing / smart beta	6
Elder care planning	4
Public Service Employee	4
Religious/faith focused	4

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