Wealth management firms are defined by the strength of their teams. Our team is nationally recognized, highly credentialed, and hand-selected for its deep knowledge and diverse experiences. We believe our team is among the most talented in the industry with a unique combination of wisdom, financial expertise and investment management skill, whose collective efforts are focused on you

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Columbus Business First | 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013

Columbus Business First publishes an annual list of Central Ohio’s Largest Fee-Only Financial Planners.  Hamilton Capital has ranked first or second every year since 2013.

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Columbus Business First | 2020, 2019, 2014, 2007, 2006, 2005, 2004, 2002

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

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Financial Times | 2020, 2019, 2018, 2017, 2015, 2014

Hamilton Capital has 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.

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Financial Planning | 2020, 2017

Financial Planning magazine has twice named Hamilton Capital to its RIA Leaders list, which ranks the nation’s independent, fee-only Registered Investment Advisers in a number of categories. The firm was ranked 12th in number of advisors in 2020.  In 2017, HC was ranked for number of advisors, total client accounts, and assets under management.

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Inc. | 2017, 2016, 2015

Three times Hamilton Capital has been named to the Inc. 5000, 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 | 2020, 2019, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008

For twelve years Hamilton Capital has earned a place on Financial Advisor magazine’s list of the nation’s largest independent wealth advisers.

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Barron’s | 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.

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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.

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Medical Economics |

This physician journal has named Matt Hamilton, Bill Leuby, Mike Faieta, Peter Geldis, Matt Kirby, and Kevin Doll to its “Best Financial Advisers For Doctors” list, recognizing them among the nation’s top financial advisors who “have worked extensively with doctors.”

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The Wall Street Journal | 2015

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 HC’s dynamically managed portfolios with Caxide’s thoughts on the selected funds.

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InvestmentNews | 2014

Hamilton Capital was listed among the nation’s top independent financial advisers by InvestmentNews, which ranks independent, U.S., fee-only firms by total assets under management.

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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 was on it. Based on its own survey and independent analysis, the publication listed HC with the top Registered Investment Advisors nationally based on assets under management per client.

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Worth | 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.”

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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.”