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Fidelon
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Market Standing · 2026
The most transparent firms in Columbus.
270 scored firmsTop 10 recognizedfidelon.com/markets/columbus-oh
1IA-only—92.6Arank within Top 10; below the 80 standard
2IA-only$80.3M91.3ARecognized · Top 10
3IA-only—91Arank within Top 10; below the 80 standard
4IA-only$47.5M91ARecognized · Top 10
5IA-only—91Arank within Top 10; below the 80 standard
6
Price Planning
CRD 125110
IA-only—91Arank within Top 10; below the 80 standard
7IA-only—91Arank within Top 10; below the 80 standard
8IA-only$22.9M91ARecognized · Top 10
9IA-only$90.6M91ARecognized · Top 10
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12IA-only—91A—
13IA-only—91A—
14IA-only—91A—
15IA-only—91A—
16IA-only—91A—
17IA-only—91A—
18IA-only$36M90.8A—
19IA-only$273M90.8A—
20IA-only—90.7A—
21IA-only$99.5M90.7A—
22IA-only—90.7A—
23
Organic Wealth
CRD 331383
IA-only$6.5M90.7A—
24IA-only$15.8M90.6A—
25IA-only—90.6A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.