Indiana · 8 advisers
Financial Advisors in Columbus, Indiana
Looking for a financial advisor in Columbus, Indiana? Falists indexes 8 SEC-registered and state-registered investment advisers in Columbus — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $949.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
7
Largest AUM
$949.0M
Financial planning
5
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Columbus
Ranked by AUM · Fees, team & specialties at a glance
SMI ADVISORY SERVICES, LLC
Columbus, IN
AUM
$949.0M
Team
5 advisors
Clients
—
Fees
Percentage of AUM
800-796-4975
KIRR, MARBACH & COMPANY, LLC
Columbus, IN
AUM
$587.7M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM
812-376-9444
IMC ADVISORS, LLC
Columbus, IN
AUM
$540.0M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-3331
KESSLER INVESTMENT GROUP, LLC
Columbus, IN
AUM
$359.7M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
812-314-0083
WWA PLANNING & INVESTMENTS
Columbus, IN
AUM
$105.7M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-379-1120
MCAVOY KEMP WEALTH MANAGEMENT, LLC
Columbus, IN
AUM
$70.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-6463
WARREN WARD ASSOCIATES, FINANCIAL PLANNING
Columbus, IN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
812-379-1120
3FOURTEEN & SMI ADVISORY SERVICES, LLC
Columbus, IN
AUM
$723.0M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
800-796-4975
More cities in Indiana
Common questions
- How many financial advisors are in Columbus, Indiana?
- 8 registered investment advisers are listed in our Columbus directory, sourced from public SEC filings.
- What types of advisors are in Columbus?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Columbus?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.