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    Columbus CEO Leaderboard - Wealth Management Firms

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    Dispatch Magazines
    1. The document ranks wealth management firms in Central Ohio by total assets under local management, listing Diamond Hill Capital Management first with $23.4 billion in total assets under management and 169 Central Ohio clients. 2. Meeder Investment Management ranks second with $17.9 billion in assets and over 20,000 Central Ohio clients, while Lifetime Financial Growth ranks third with $5.3 billion in assets and 67,053 Central Ohio clients. 3. The list provides details on total assets, number of local clients, founding year, compensation structure, and top local officers for the top 10 wealth management firms in Central Ohio.

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    Columbus CEO Leaderboard - Wealth Management Firms

    Uploaded by

    Dispatch Magazines
    192 views1 page
    1. The document ranks wealth management firms in Central Ohio by total assets under local management, listing Diamond Hill Capital Management first with $23.4 billion in total assets under management and 169 Central Ohio clients. 2. Meeder Investment Management ranks second with $17.9 billion in assets and over 20,000 Central Ohio clients, while Lifetime Financial Growth ranks third with $5.3 billion in assets and 67,053 Central Ohio clients. 3. The list provides details on total assets, number of local clients, founding year, compensation structure, and top local officers for the top 10 wealth management firms in Central Ohio.

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    Ranking Central Ohio's top Wealth Management Firms from the magazine's November 2020 issue

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    1. The document ranks wealth management firms in Central Ohio by total assets under local management, listing Diamond Hill Capital Management first with $23.4 billion in total assets under management and 169 Central Ohio clients. 2. Meeder Investment Management ranks second with $17.9 billion in assets and over 20,000 Central Ohio clients, while Lifetime Financial Growth ranks third with $5.3 billion in assets and 67,053 Central Ohio clients. 3. The list provides details on total assets, number of local clients, founding year, compensation structure, and top local officers for the top 10 wealth management firms in Central Ohio.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    192 views1 page

    Columbus CEO Leaderboard - Wealth Management Firms

    Uploaded by

    Dispatch Magazines
    1. The document ranks wealth management firms in Central Ohio by total assets under local management, listing Diamond Hill Capital Management first with $23.4 billion in total assets under management and 169 Central Ohio clients. 2. Meeder Investment Management ranks second with $17.9 billion in assets and over 20,000 Central Ohio clients, while Lifetime Financial Growth ranks third with $5.3 billion in assets and 67,053 Central Ohio clients. 3. The list provides details on total assets, number of local clients, founding year, compensation structure, and top local officers for the top 10 wealth management firms in Central Ohio.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    WEALTH MANAGEMENT FIRMS

    Ranked by total assets under local management, and for ties, by Columbus region clients

    TOTAL ASSETS NUMBER OF NUMBER OF NUMBER OF CENTRAL OHIO


    Under management as CENTRAL CENTRAL OFFICES TOP OFFICER
    of Dec. 31, 2019 OHIO CLIENTS OHIO CFAs YEAR
    Central Ohio FOUNDED SENIOR
    TAX-DEFERRED PORTFOLIO OTHER INVESTMENT
    FIRM ASSETS MANAGERS MGMT. STAFF Firmwide COMPENSATION OFFICER
    1 Diamond Hill Capital

    EO
    Management $23.4 b 169 46 1 2000 Heather Brilliant
    325 John H. McConnell Blvd., Suite 200
    Columbus 43215 • 614-255-3333 $3.3 b 13 35 1 Fee only Austin Hawley
    diamond-hill.com
    2 Meeder Investment
    Management $17.9 b 20,000+ 6 1 1974 Bob Meeder
    6125 Memorial Drive, Dublin 43017 Abe Sheikh and
    614-766-7000 $188.3 m 6 12 3 Fee only Dale Smith
    meederinvestment.com
    3 Lifetime Financial Growth

    C
    8425 Pulsar Place, Columbus 43240 $5.3 b 67,053 na 1 2014
    Fee and Thomas Wyatt
    614-785-5100
    lifetimefinancialgrowth.com $1 b** 9 41 13 commission
    4 Hamilton Capital
    5025 Arlington Centre Blvd., Suite 300,
    Columbus 43220 • 614-273-1000
    $2.8 b
    $403 ms 2,134
    4
    3
    3
    1
    2
    1997
    Fee only
    Matthew
    Hamilton
    Antonio Caxide
    bu
    hamiltoncapital.com
    5 Budros Ruhlin & Roe
    1801 Watermark Drive, Suite 300, $2.7 b 800 3 1 1979 Scott Rister
    Columbus 43215 • 614-481-6900
    b-r-r.com $1.5 b 25 3 1 Fee only Dan Roe

    6 Edwards Group
    4449 Easton Parkway, Suite 300 $1.4 b 1,700 na 4 1989
    um

    Columbus 43219 • 614-473-2401 Fee and Brian Edwards


    advisor.morganstanley.com/ $200 m 6 5 1,200 commission
    the-edwards-group
    7 Summit Financial
    Strategies $1.4 b 823 2 1 1995 Samantha
    Macchia
    7965 N. High St., Suite 350
    Columbus 43235 • 614-885-1115 na 14 14 1 Fee only Liam Hurley
    summitfin.com
    8 Fifth Third
    $1.4 b 800 2 51 1985 Francie Henry
    ol

    21 E. State St., Columbus 43215


    Jonathan
    614-744-7557
    53.com na 3 16 1,123 Fee only Reynolds

    9 Chornyak & Associates


    $1.2 b 1,000+ 0 1 1976 Joseph Chornyak
    C

    716 Mount Airyshire Blvd., Suite 200


    Fee and Joseph Chornyak Jr
    Columbus 43235 • 614-888-2121
    chornyak.com $60 m 3 8 1 commission Robert Mauk

    10 Johnson Investment
    Counsel $1.2 b 216 3 1 1987 Daniel Gusty
    50 W. Broad St., Suite 1130
    Columbus 43215 • 614-365-9103 $13 m 4 2 6 Fee only Daniel Gusty
    johnsoninv.com
    The CEO Leaderboard features selected topics each month. The February Leaderboard will feature
    Central Ohio general contractors. The deadline for inclusion in that survey is Dec. 7. If you want your **Estimated
    na = not applicable
    Central Ohio company to be considered for an upcoming CEO Leaderboard, contact Columbus CEO at Source: Survey of wealth management firms
    rwalters@columbusCEO.com. Information compiled by REBECCA WALTERS
    Information included in this survey was provided by companies listed and was not independently verified.
    November 2020 l ColumbusCEO 69

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