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

Waller Financial Planning Group, Inc. financial advisors in Columbus, OH

Every SEC-registered investment adviser representative at a Waller Financial Planning Group, Inc. office in Columbus, A to Z.

The short answer

4 registered advisors work at Waller Financial Planning Group, Inc. in Columbus, out of 5 at the firm nationwide; it ranks number 63 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Waller Financial Planning Group, Inc. advisors in Columbus, A to Z

Every Waller Financial Planning Group, Inc. advisor →

Waller Financial Planning Group, Inc. advisors in every city and state →Waller Financial Planning Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Waller Financial Planning Group, Inc. advisors in other cities

Naples, FL 1

Other firms in Columbus

All Columbus advisors →

J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22

Questions

How many financial advisors does Waller Financial Planning Group, Inc. have in Columbus?

4 investment adviser representatives are registered at Waller Financial Planning Group, Inc. offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Waller Financial Planning Group, Inc. one of the largest advisor employers in Columbus?

Waller Financial Planning Group, Inc. ranks number 63 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.

How do I check a Waller Financial Planning Group, Inc. 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 Waller Financial Planning Group, Inc. 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.