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Best Financial Planners in Columbus, Ohio

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Rankings use the published BizScore formulas. How we score

15Financial Planners scored in Columbus
61Average BizScore
76Top BizScore
47%AI Visibility 50 or higher
73Average SEO score
4.8Average Google rating (13 rated)

Top Financial Planners in Columbus

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Showing 1-15 of 15 Financial Planners listings in Columbus, OH · page 1 of 1

#1Harding Financial Group Top-Rated

5.0 Google rating

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Harding Financial Group website

Score breakdown

AI Visibility65
SEO82
  • Financial Planner
  • Columbus, Ohio
  • (614) 515-4722
  • hardingfinancialgroup.com

Harding Financial Group is a financial planner in Columbus, OH, located at 608 Office Pkwy A. The firm provides wealth management, retirement planning, risk management, tax planning, estate planning, cash management, and philanthropy services. It serves...

Ranked #1 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026
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NorthAvenue Financial Advocates website

Score breakdown

AI Visibility68
SEO77
  • Financial Planner
  • Columbus, Ohio
  • (614) 210-3948
  • northavenuefa.com

NorthAvenue Financial Advocates is a financial planner in Columbus, OH. The firm operates as a women-owned fiduciary providing holistic, tax-focused financial planning services through Fee-Only Certified Financial Planners and advisors. It is now part of...

Ranked #2 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#3Columbus Wealth Management

5.0 Google rating

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Columbus Wealth Management website

Score breakdown

AI Visibility63
SEO74
  • Financial Planner
  • Columbus, Ohio
  • (937) 776-5494
  • cbuswm.com

Columbus Wealth Management is a financial planner in Columbus, Ohio, serving clients locally and across the nation. The firm specializes in investment management, retirement planning, tax optimization, and comprehensive financial planning, operating as a...

Ranked #3 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#4Ross Wealth Advisors

4.6 Google rating

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Ross Wealth Advisors website

Score breakdown

AI Visibility56
SEO79
  • Financial Planner
  • Columbus, Ohio
  • (614) 545-0277
  • rosswealthadvisors.com

Ross Wealth Advisors is a financial planner in Columbus, Ohio. The firm provides personalized wealth management and independent guidance to individuals and families throughout Central Ohio. Their specialized services include investment planning, income...

Ranked #4 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#5Gryphon Financial Partners

5.0 Google rating

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Gryphon Financial Partners website

Score breakdown

AI Visibility54
SEO78
  • Financial Planner
  • Columbus, Ohio
  • (614) 929-2880
  • gryphonfp.com

Gryphon Financial Partners is a financial planner in Columbus, OH, located at 325 John H McConnell Blvd Suite 425. The wealth management firm serves families, businesses, executives, and individuals across Columbus, Cincinnati, Toledo, and Indianapolis, with...

Ranked #5 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#6Three Creeks Capital Management

5.0 Google rating

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Three Creeks Capital Management website

Score breakdown

AI Visibility51
SEO75
  • Financial Planner
  • Columbus, Ohio
  • (614) 486-4614
  • 3creekscapital.com

Three Creeks Capital Management is a financial planner in Columbus, OH, located at 778 Northwest Blvd. The team specializes in helping clients navigate the complexities of Ohio pension systems, offering guidance on STRS Ohio, OPERS, and OP&F plans. Services...

Ranked #6 of 18 Financial Planner listings in ColumbusScores updated Jun 21, 2026

#7rebel Financial

5.0 Google rating

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rebel Financial website

Score breakdown

AI Visibility49
SEO75
  • Financial Planner
  • Columbus, Ohio
  • (614) 441-9605
  • rebelfinancial.com

rebel Financial: ZenStrategies Advisory Group is an accountant in Aurora, OH, located at 45 N Chillicothe Rd Ste 10. It holds a rating of 5.00 based on customer reviews. The firm provides strategic accounting, CFO guidance, tax planning, and cash flow expertise for growing...

Ranked #7 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#8Cardinal Financial Advisers, LLC

5.0 Google rating · 1 review

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Score breakdown

AI Visibility50
SEO82
  • Financial Planner
  • Columbus, Ohio
  • (614) 457-3450
  • cardinalhealth.com

Cardinal Financial Advisers, LLC is a financial planner in Columbus, Ohio, serving individuals and families with personalized financial planning, retirement strategy, investment management, and tax planning services. The firm specializes in helping clients...

Ranked #6 of 33 Financial Planner listings in ColumbusScores updated Jul 28, 2026

#9Vawter Financial Ltd

5.0 Google rating · 5 reviews

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Vawter Financial Ltd website

Score breakdown

AI Visibility49
SEO67
  • Financial Planner
  • Columbus, Ohio
  • (614) 451-1002
  • vawterfinancial.com

Vawter Financial Ltd is a financial planner in Columbus, Ohio. The firm specializes in retirement planning, tax planning, and individual wealth management, serving clients both locally and across the country. They maintain a 5.00 rating based on 5 reviews. As...

Ranked #9 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#10Royal Oak Financial Group

5.0 Google rating

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Royal Oak Financial Group website

Score breakdown

AI Visibility41
SEO78
  • Financial Planner
  • Columbus, Ohio
  • (614) 842-6090
  • royaloakfinancialgroup.com

Royal Oak Financial Group is a financial planner in Columbus, OH. The firm provides a variety of specialized services including investment management, retirement planning, estate planning, and individual tax planning. Serving individuals, families, and small...

Ranked #11 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026
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Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ website

Score breakdown

AI Visibility43
SEO75
  • Financial Planner
  • Columbus, Ohio
  • (614) 944-5751
  • myelevatedwealth.com

Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ is a financial planner in Columbus, OH. The firm provides personalized financial planning and investment management, integrating planning, investment strategy, and professional collaboration...

Ranked #10 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#12Russell Sweeney Wealth Management

5.0 Google rating

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Russell Sweeney Wealth Management website

Score breakdown

AI Visibility37
SEO64
  • Financial Planner
  • Columbus, Ohio
  • (614) 858-8221
  • russellsweeney.com

Russell Sweeney Wealth Management is a financial planner in Columbus, OH, located at 1177 W 3rd Ave. It provides tax planning, investment planning, retirement planning, estate planning, insurance planning, and financial planning services. The firm holds a...

Ranked #13 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026
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Summit Financial Strategies, Inc. website

Score breakdown

AI Visibility30
SEO71
  • Financial Planner
  • Columbus, Ohio
  • (614) 885-1115
  • summitfin.com

Summit Financial Strategies, Inc. is a financial planner in Columbus, Ohio. The firm specializes in helping individuals and families reach their financial goals through investment management, retirement strategies, and comprehensive planning. As a fee-only...

Ranked #14 of 18 Financial Planner listings in ColumbusScores updated Jun 21, 2026

#14Trinity Financial Advisors LLC

3.3 Google rating

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Trinity Financial Advisors LLC website

Score breakdown

AI Visibility33
SEO60
  • Financial Planner
  • Columbus, Ohio
  • (614) 848-7667
  • tfadvisors.com

Trinity Financial Advisors LLC is a financial planner in Columbus, Ohio. The firm provides fee-only financial planning and investment advisory services to individuals and families. The firm focuses on a disciplined approach to wealth management, prioritizing...

Ranked #27 of 33 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#15Libertas Wealth Management Group

5.0 Google rating

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Libertas Wealth Management Group website

Score breakdown

AI Visibility0
SEO54
  • Financial Planner
  • Columbus, Ohio
  • (614) 543-1350
  • libertaswealth.com

Libertas Wealth Management Group is a financial planner in Columbus, Ohio, at 5003 Horizons Drive, Suite 200. The firm provides financial and retirement planning with fiduciary-driven advice, and it describes itself as one of the few fiduciary wealth...

Ranked #16 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026
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BizScoreAI ranks 15 financial planners in Columbus, Ohio by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Columbus ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Columbus, Ohio does BizScoreAI track?

15 financial planners in Columbus currently meet the profile-quality bar for this page, with an average BizScore of 61 and a top score of 76.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 47% of measured financial planners in Columbus score 50 or higher.

Is being listed free?

Yes. Every financial planner in Columbus is listed and scored for free, and claiming a listing is free too.