Investment advisers in Westerville, OH
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| White Oak Partners Investment Advisor, LLC | $1.83 billion | 8 | 0 |
| Wealthbridge Capital Management, LLC | $709.7 million | 7 | 0 |
| Yarger Wealth Strategies, LLC | $529.7 million | 4 | 0 |
| Swisher Financial Concepts, Inc. | $317.0 million | 8 | 0 |
| Polaris Financial Partners, LLC | $226.0 million | 3 | 0 |
| Retirement Plans, Inc. | $224.9 million | 6 | 0 |
| Jericho Financial | $220.0 million | 3 | 0 |
| Shaffer Capital | $211.1 million | 7 | 0 |
| Harding Financial Group | $160.2 million | 6 | 0 |
| Fc Wealth Solutions LLC | $101.0 million | 4 | 0 |