Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Westerville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westerville & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Westerville, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 8 non-vetted financial advisors in Westerville, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westerville, Ohio have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC 4960 E. Dublin-Granville Road, Suite 500 Westerville, OH, 43081 | 157766 | $2,666,670,000 | 7 | A Percentage of AUM, Performance Based |
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC 579 Executive Campus, Suite 375 Westerville, OH, 43082 | 298254 | $410,562,249 | 1402 | A Percentage of AUM |
YARGER WEALTH STRATEGIES, LLC 140 Dorchester Square S., Suite B Westerville, OH, 43081 | 310207 | $310,603,010 | 518 | A Percentage of AUM, Fixed Fees |
RETIREMENT PLANS, INC. 124 Dorchester Square, Suite B Westerville, OH, 43081 | 286214 | $211,004,653 | 264 | A Percentage of AUM |
SWISHER FINANCIAL CONCEPTS, INC. 612 Office Parkway, Suite B Westerville, OH, 43082 | 121384 | $183,472,676 | 1170 | A Percentage of AUM, Hourly charges, Commission Based |
CENTRICITY WEALTH MANAGEMENT, LLC 515 Executive Campus Drive, Suite 100 Westerville, OH, 43802 | 165664 | $155,810,207 | 556 | A Percentage of AUM, Hourly charges, Fixed Fees |
SHAFFER CAPITAL 550 Polaris Parkway, Suite 130 Westerville, OH, 43082 | 150106 | $131,811,073 | 427 | A Percentage of AUM, Hourly charges, Fixed Fees |
JERICHO FINANCIAL 38-A Commerce Park Drive, Westerville, OH, 43082 | 288801 | $127,217,091 | 863 | A Percentage of AUM, Hourly charges, Fixed Fees |
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