Top financial advisors in Columbus, IN
We’ve curated a list of the best financial advisors in Columbus, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$186,578,333
Number of advisors
7 advisors
| $186,578,333 | 7 advisors | |
| 2 |
Assets under management
$53,838,731
Number of advisors
3 advisors
| $53,838,731 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Columbus, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Columbus. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Kessler Investment Group, LLC
Kessler Investment Group, LLC (KIG) was established on October 18, 2008, and offers investment management services primarily focused on discretionary portfolio management for individuals, institutions, and ERISA Plans. The firm provides various strategies such as Capital Growth, ETF Capital Growth, Balanced, ETF Balanced, ETF Broad Equity, Rising Dividend, and Small Cap Growth, suitable for long-term investors. KIG also offers financial planning services covering investment, life insurance, tax, retirement, college, and debt planning. As a fiduciary, KIG acts in the best interest of clients, even in cases of potential conflicts of interest. The firm manages client portfolios based on tailored relationships, with assets under management totaling $190,537,111 as of December 31, 2022. KIG's fee structure includes a standard fee schedule based on a percentage of assets under management, with a negotiable minimum annual advisory fee of $175. Clients are responsible for custodial fees and transaction costs. KIG utilizes fundamental, technical, charting, and cyclical analysis in its investment strategies, emphasizing an Active vs. Passive process to optimize long-term returns. The firm's investment philosophy focuses on timing and asset allocation to achieve superior returns. KIG has not reported any disciplinary events and maintains a code of ethics to ensure compliance and transparency in client transactions. The firm participates in institutional services programs offered by TD Ameritrade Institutional, Fidelity, and Schwab Advisor Services for custody services. KIG also offers sub-advisory services to other investment management firms.
$186,578,333 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersMcavoy Kemp Wealth Management, LLC
McAvoy Kemp Wealth Management, LLC is a registered investment adviser established on January 17, 2003, by Managing Partners Jim Kemp and Cheryl McAvoy. The firm offers financial planning services focusing on client goals, asset allocation, and various financial aspects. Clients can impose restrictions on investments, but if these hinder the firm's ability to service the account, the relationship may be terminated. The firm does not participate in wrap fee programs and had $63,825,233 in discretionary assets under management as of 12-31-2024. Fees are structured based on a tiered percentage of assets under management, with additional fees for specific services. Clients have the right to cancel agreements within five business days without penalty, and fees are billed quarterly in advance. MKWM does not charge performance-based fees and typically requires a minimum account size of $250,000 for portfolio management services. The firm's investment strategies focus on asset allocation, risk tolerance, and periodic portfolio reviews. MKWM does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients are responsible for third-party fees, and the firm does not receive economic benefits for advice rendered to clients. MKWM emphasizes a high standard of business conduct and fiduciary duty through its Code of Ethics.
$53,838,731 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Tax Planning/returns, Educational Programs, Risk Management And Financial Coaching
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Columbus, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Columbus. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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