Hamilton Capital Management - Registered Investment Advisor

Firm Recognition

Our firm has received significant local and national recognition* over the years. We believe it reflects our unwavering commitment to continuing excellence and the highest standard of care. It’s a difference our clients experience every day.

Financial Planning


Financial Planning magazine named Hamilton Capital Management to its RIA Leaders list, which ranks the nation’s independent, fee-only Registered Investment Advisers in a number of categories. Hamilton Capital was ranked 10th in number of advisors, 19th in total client accounts and 80th in assets under management.


2017, 2016, 2015

Hamilton Capital has been named to the Inc. 5000 for a third consecutive year, a list of the fastest-growing private companies in America by Inc. magazine. The firms on the 5,000-member list, which has featured powerhouse brands like Microsoft, Oracle, Intuit, Zappos and GoPro in the past, demonstrated remarkably consistent high growth according to the magazine's editor.
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Financial Advisor

2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008

For the tenth consecutive years Hamilton Capital has earned a place on Financial Advisor magazine's list of the nation's largest independent wealth advisers. The firm ranked 125th on the most recent list, which ranks Registered Investment Advisors by assets under management.
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2016, 2015

Hamilton Capital CEO Matt Hamilton has twice been named to Barron's Top 1,200 Advisors List, an annual ranking of the top financial advisors in each state and the District of Columbia. The rankings, which include both Wall Street and independent firms, are based on assets under management, revenues generated and quality of practices.

Dental Practice Management

2016, 2015, 2014, 2013, 2012, 2011

Two Hamilton Capital senior advisors, Chairman & CEO Matt Hamilton and Senior Vice President Bill Leuby, have been named "Best Financial Advisers For Dentists" by Dental Practice Management magazine. They were two of only 69 in the country to make the most recent list, which featured top advisors who have extensive experience working with dentists.

Financial Times

2017, 2015, 2014

Hamilton Capital has thrice been included in the Financial Times 300, a list of the United States' elite independent financial advisers compiled by Financial Times, one of the world's leading business news organizations. More than 2,000 qualifying firms were considered for the 300-member list, which was determined through publication research.
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Medical Economics

2016. 2015, 2014, 2013, 2012, 2011, 2010, 2008

This bi-weekly physicians journal has named both CEO Matt Hamilton and Senior Vice President Bill Leuby to its "Best Financial Advisers For Doctors" list. The magazine annually recognizes the nation's top financial advisors who "have worked extensively with doctors".

The Wall Street Journal


Hamilton Capital CIO Tony Caxide was featured in the August 10 issue of The Wall Street Journal speaking about the firm's use of actively managed funds in a move to become a little more defensive in the market environment at the time. The story also featured an allocation for one of HCM's dynamically managed portfolios with Caxide's thoughts on the selected funds.



Hamilton Capital was listed among the nation's top independent financial advisers by InvestmentNews, ranking 156th in the publication's RIA Data Center, which ranks independent U.S., fee-only firms by total assets under management.

Business First

2014, 2007, 2006, 2005, 2004, 2002

Hamilton Capital has been named to the Fast 50, a list of 50 fastest-growing private companies in central Ohio by Columbus Business First, six times. The Fast 50 recognizes area companies that had the largest average annual revenue growth over the previous three years.

Columbus CEO


Hamilton Capital ranked seventh on the 2014 Columbus CEO Leaderboard of Central Ohio Investment Managers, which ordered the region's investment managers by total assets under local management.

AdvisorOne / Wealth Manager

2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002

Eleven times in the 12 years AdvisorOne published its Top Wealth Managers list, Hamilton Capital Management was on it. Based on its own survey and independent analysis, the publication listed HCM with the top Registered Investment Advisors nationally based on assets under management per client.


2005, 2004, 2003

Firm President Jeff Loehnis was named one of the nation's "Top 100 Wealth Advisors" by Robb Report's Worth magazine three times. The list recognized "those who possess the superior qualities that define a top wealth advisor: vigilance, expertise, and the ability to communicate honestly and frankly with clients".

Mutual Funds

2002, 2001

Mutual Funds magazine's annual list of the nation's "100 Great Financial Planners" recognized CEO Matt Hamilton for "going beyond the call of duty to serve clients" and acting in their best interests by "not getting caught up in the emotions of Wall Street."

*Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be a client or prospective client as a guarantee that he/she will experience a certain level of results if Hamilton Capital Management, Inc. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Hamilton Capital Management, Inc. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

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