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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$50K91A—
16IA-only—91A—
17IA-only—91A—
18IA-only$53M90.8A—
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.

Top advisers in Columbus

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    WILLIAM GARY HENDERLY
    NVEST WEALTH STRATEGIES, INC. · Powell, OH
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  2. 2
    STEVEN GREGORY HENDERLY
    NVEST WEALTH STRATEGIES, INC. · Powell, OH
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  3. 3
    Jeffrey R Foster
    RETIREMENT STRATEGIES, LTD. · Dublin, OH
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  4. 4
    JOHN CHRISTOPHER OHSNER
    HEXIMER INVESTMENT MANAGEMENT INC. · Columbus, OH
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  5. 5
    BRANDON D. KREMER
    HEXIMER INVESTMENT MANAGEMENT INC. · Columbus, OH
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  6. 6
    RICHARD ALAN CLEMENS
    HAWK100 · Dublin, OH
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  7. 7
    H CARL JUCKETT
    COLUMBUS INVESTMENT ADVISORY INC. · New Albany, OH
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  8. 8
    SHENGDE LIU
    ACCESS WEALTH GROUP, LLC · Powell, OH
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  9. 9
    TIMOTHY PETER BRAND
    MEEDER ADVISORY SERVICES, INC. · Dublin, OH
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  10. 10
    CURTIS JAMES REED
    WELSPIRE LLC · Upper Arlington, OH
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All financial advisors in ColumbusFinancial advisory firms in Columbus