Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Donaldson Capital Management LLC financial advisors in Columbus, IN

Every SEC-registered investment adviser representative at a Donaldson Capital Management LLC office in Columbus, A to Z.

The short answer

6 registered advisors work at Donaldson Capital Management LLC in Columbus, out of 40 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Donaldson Capital Management LLC advisors in Columbus, A to Z

Every Donaldson Capital Management LLC advisor →

Donaldson Capital Management LLC advisors in every city and state →Donaldson Capital Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Donaldson Capital Management LLC advisors in other cities

Evansville, IN 31Atlanta, GA 1Knoxville, TN 1Nashville, TN 1

Other firms in Columbus

All Columbus advisors →

Edward Jones 14Robert W. Baird & Co. Incorporated 7LPL Enterprise, LLC 6Smi Advisory Services, LLC 6Thrivent Investment Management Inc. 6Kirr, Marbach & Company, LLC 5State Farm Investment Management Corp. 5Cetera Investment Advisers LLC 4Wwa Planning & Investments 4Kessler Investment Group, LLC 3

Questions

How many financial advisors does Donaldson Capital Management LLC have in Columbus?

6 investment adviser representatives are registered at Donaldson Capital Management LLC offices in Columbus, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Donaldson Capital Management LLC one of the largest advisor employers in Columbus?

Donaldson Capital Management LLC ranks number 6 in Columbus by registered advisors; Edward Jones has the most, with 14.

How do I check a Donaldson Capital Management LLC advisor in Columbus?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Donaldson Capital Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.