Keidan Financial Consultants

What Keidan Financial Consultants does

Keidan Financial Consultants, LLC is an independent, privately held Registered Investment Advisor founded in 1983 by Robert S. Keidan, CFP, and headquartered at 400 South Fifth Street, Suite 100, Columbus, Ohio. The firm provides fee-based investment management and comprehensive financial planning to three client segments: individuals (with a focus on pre- and post-retirement), pension plans, and trusts. Core offerings include asset and investment management with customized portfolios, investment planning, retirement planning, tax management, estate planning, life and disability insurance planning, education funding, and employee and executive benefits, supported by financial calculators, articles, videos, flipbooks, and a regular client newsletter ("Bob's Blasts").

Name

Keidan Financial Consultants

Legal name

Keidan Financial Consultants, LLC

Website

https://keidanfinancial.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Keidan Financial Consultants is an independent Registered Investment Advisor founded in 1983, providing fee-based investment management and financial planning to individuals, pension plans, and trusts across 30 U.S. states from Columbus, Ohio.

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Fee-Only Advisory (FSAEAAAL)

Keywords

• Investment advisory services
• Wealth management
• Retirement planning
• Estate planning
• Financial planning

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services where the firm primarily manages investment portfolios on behalf of clients. Securities are offered through Osaic Wealth, Inc., member FINRA/SIPC.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Keidan Financial Consultants is an independent full-service Registered Investment Advisor that manages investment portfolios on behalf of individuals, pension plans, and trusts. The firm provides integrated financial planning services spanning retirement, tax, estate, life and disability insurance, education funding, and employee and executive benefits, delivered through a fee-based fiduciary advisory model.

Product overview

Keidan Financial Consultants is an independent full-service Registered Investment Advisor that provides a unified wealth management platform encompassing investment advisory services. The core offerings include Asset and Investment Management (customized fee-based portfolios), Investment Planning, Retirement Planning, Tax Management, Estate Planning, Life and Disability Insurance Planning, Education Funding, and Employee and Executive Benefits. Supporting these core services, the firm offers educational Financial Calculators for client use and the Keidan Cares Fund as a charitable giving program. Securities are offered through Osaic Wealth, Inc., member FINRA/SIPC.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset and Investment Management Personalized investment portfolio management for individual investors, pension plans, and trusts, constructed using institutional-grade research and analytics platforms.
• Investment Planning Strategic investment planning service tailored to client goals, risk tolerance, and time horizon, integrated with broader financial planning.
• Retirement Planning Retirement readiness, income, and distribution planning service for individuals approaching or in retirement.
• Tax Management Tax-aware investment and planning service to coordinate portfolio decisions with clients' overall tax position.
• Estate Planning Estate and legacy planning service for individuals and families, coordinated with investment and tax strategies.
• Life and Disability Insurance Planning Risk protection planning service evaluating life and disability insurance needs in coordination with overall financial plan.
• Education Funding Education savings and funding strategy service for families planning for college or other education expenses.
• Employee and Executive Benefits Planning Planning service for employee stock options, deferred compensation, retirement plans, and other executive benefit arrangements.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Osaic Wealth, Inc., member FINRA/SIPC. Advisory services offered through Keidan Financial Consultants, LLC. Osaic Wealth provides brokerage services and back-office support for securities transactions.
• The Columbus FoundationminorStrategic or Co-development PartnerEstablished the Keidan Cares Fund as a charitable fund with The Columbus Foundation in October 2015. The fund matches client charitable contributions of $100 to support local and national charities.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors. Comparable because Keidan, like Commonwealth-affiliated advisors, uses a third-party broker-dealer (Osaic Wealth) for securities execution and operates as an independent advisory practice.
• Edelman Financial Engines: Large independent RIA offering financial planning and investment management to individuals. Comparable comprehensive wealth management positioning to Keidan, with similar multi-channel client engagement (advisors, digital tools, education).
• Fisher Investments: Large independent investment management firm serving individuals and institutions with portfolio management services. Comparable core offering (fee-based portfolio management), though vastly larger AUM and primarily retail-directed.
• Hightower Advisors: RIA and wealth management firm built through acquisitions of independent advisory practices. Directly comparable growth strategy and service mix to Keidan; represents the type of platform that could acquire Keidan to expand presence into Ohio and adjacent Midwest markets.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory to individuals, families, and institutions. Comparable comprehensive planning offering and client segments to Keidan, but at significantly greater scale following substantial M&A activity.
• Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management to individuals, pensions, and trusts. Directly comparable business model to Keidan, but at significantly greater scale, making it a useful benchmark for Keidan's growth trajectory.
• Cetera Financial Group: Independent broker-dealer and RIA support organization with independent advisor firms using its platform. Comparable delivery model: Keidan's relationship with Osaic Wealth mirrors how Cetera-affiliated RIAs operate their advisory practices through a parent broker-dealer.
• Focus Financial Partners: Leading RIA and wealth management consolidator partnering with independent advisory firms. Directly relevant as a potential acquirer/partner for Keidan given its strategy of acquiring high-quality independent RIAs serving individuals, pensions, and trusts.
• Carson Group: Network of independent wealth management firms providing coaching, technology, and back-office support. Comparable as both serve independent RIAs with similar comprehensive financial planning offerings, though Carson operates at much greater scale through partnership/M&A.

Others

• LPL Financial: Largest independent broker-dealer in the US, supporting thousands of independent RIAs. Comparable as an ecosystem enabler—Keidan depends on a broker-dealer (Osaic Wealth) in the same way that LPL provides custody, clearing, and back-office for similar advisory practices.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks1 record

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keidan Financial Consultants