AdvisorGrade

Financial advisers in Columbus, IN

5 registered investment adviser firms in Columbus managing $3.2B in assets, based on public SEC Form ADV filings.

Smi Advisory Services, LLC

Columbus, IN · Est. 2005

Local
Fee-only
AUM
$949M
Per adviser
$190M
Advisers
5

No reported disclosures

3fourteen & Smi Advisory Services, LLC

Columbus, IN · Est. 2024

Local
Fee-only
AUM
$723M
Per adviser
$121M
Advisers
6

No reported disclosures

Kirr, Marbach & Company, LLC

Columbus, IN · Est. 1975

Local
Fee-only
AUM
$588M
Per adviser
$84M
Advisers
7

No reported disclosures

Imc Advisors, LLC

Columbus, IN · Est. 2002

Local
Fee-based
AUM
$540M
Per adviser
$180M
Advisers
3

No reported disclosures

Kessler Investment Group, LLC

Columbus, IN · Est. 2010

Local
Fee-based
AUM
$360M
Per adviser
$90M
Advisers
4

No reported disclosures