Top Financial Advisors in Westerville, Ohio
Finding the right financial advisor in Westerville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Westerville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Westerville, OH.
Find the Best Financial Advisor Firms in Westerville:
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CRD#: 298254
Address: 550 Polaris Parkway Suite 560, Westerville, OH 43082
Clients: 309
Average Clients per Advisor: 77
AUM: $ 710M
YARGER WEALTH STRATEGIES, LLC
CRD#: 310207
Address: 140 Dorchester Square S. Suite B, Westerville, OH 43081
Clients: 64
Average Clients per Advisor: 16
AUM: $ 530M
SWISHER FINANCIAL CONCEPTS, INC.
CRD#: 121384
Address: 612 Office Parkway Suite B, Westerville, OH 43082
Clients: 554
Average Clients per Advisor: 110
AUM: $ 317M
POLARIS FINANCIAL PARTNERS, LLC
CRD#: 299258
Address: 470 Olde Worthington Road Suite 450, Westerville, OH 43082
Clients: 75
Average Clients per Advisor: 25
AUM: $ 226M
JERICHO FINANCIAL
CRD#: 288801
Address: 38-a Commerce Park Drive, Westerville, OH 43082
Clients: 361
Average Clients per Advisor: 120
AUM: $ 220M
SHAFFER CAPITAL
CRD#: 150106
Address: 550 Polaris Parkway Suite 130, Westerville, OH 43082
Clients: 157
Average Clients per Advisor: 39
AUM: $ 211M
How We Chose the Top Financial Advisors in Westerville, Ohio
To create this list of top financial advisor firms in Westerville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Westerville has to offer.
Search Financial Advisors in Westerville, Ohio
Andrew James Lehman
Registered Affiliation(s):INSPIRE ADVISORS, LLC
Brandon Hendricks
Registered Affiliation(s):HORTER INVESTMENT MANAGEMENT, LLC
Daniel Edward Wolford
Registered Affiliation(s):SWISHER FINANCIAL CONCEPTS, INC.
Heather Lynn Witten
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John David Morris
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason Alan Buehner
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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