Financial advisers in Westerville, OH

10 registered investment adviser firms in Westerville managing $4.5B in assets, based on public SEC Form ADV filings.

White Oak Partners Investment Advisor, LLC

Westerville, OH · Est. 2011

Local

Fee-only

AUM: $1.8B
Per adviser: $228M
Advisers: 8

No reported disclosures

Wealthbridge Capital Management, LLC

Westerville, OH · Est. 2018

Local

Fee-based

AUM: $710M
Per adviser: $177M
Advisers: 4

No reported disclosures

Yarger Wealth Strategies, LLC

Westerville, OH · Est. 2020

Local

Fee-based

AUM: $530M
Per adviser: $132M
Advisers: 4

No reported disclosures

Swisher Financial Concepts, INC.

Westerville, OH · Est. 2019

Local

Fee-based

AUM: $317M
Per adviser: $63M
Advisers: 5

No reported disclosures

Polaris Financial Partners, LLC

Westerville, OH · Est. 2025

LocalInternational

Fee-based

AUM: $226M
Per adviser: $75M
Advisers: 3

No reported disclosures

Retirement Plans, INC.

Westerville, OH · Est. 2022

Local

Fee-only

AUM: $225M
Per adviser: $225M
Advisers: 1

No reported disclosures

Jericho Financial

Westerville, OH · Est. 2021

Local

Fee-based

AUM: $220M
Per adviser: $73M
Advisers: 3

No reported disclosures

Shaffer Capital

Westerville, OH · Est. 2020

Local

Fee-based

AUM: $211M
Per adviser: $53M
Advisers: 4

No reported disclosures

Harding Financial Group

Westerville, OH · Est. 2025

Local

Fee-based

AUM: $160M
Per adviser: $53M
Advisers: 3

No reported disclosures

Fc Wealth Solutions LLC

Westerville, OH · Est. 2024

Local

Fee-based

AUM: $101M
Per adviser: $25M
Advisers: 4

No reported disclosures