Investment adviser firms in WESTERVILLE, Ohio
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
10 firms · Source months shown: August 2026
- FC WEALTH SOLUTIONS LLCCRD 286381 · WESTERVILLE, OH$101,000,000.00Regulatory AUM · August 2026
- HARDING FINANCIAL GROUP, LLCCRD 135731 · WESTERVILLE, OH$160,230,435.00Regulatory AUM · August 2026
- JERICHO FINANCIAL, LLPCRD 288801 · WESTERVILLE, OH$220,020,009.00Regulatory AUM · August 2026
- POLARIS FINANCIAL PARTNERS, LLCCRD 299258 · WESTERVILLE, OH$226,000,000.00Regulatory AUM · August 2026
- RETIREMENT PLANS, INC.CRD 286214 · WESTERVILLE, OH$224,910,818.00Regulatory AUM · August 2026
- SHAFFER CAPITAL ADVISERS, LLCCRD 150106 · WESTERVILLE, OH$211,059,174.00Regulatory AUM · August 2026
- SWISHER FINANCIAL CONCEPTS, INC.CRD 121384 · WESTERVILLE, OH$316,989,035.00Regulatory AUM · August 2026
- WEALTHBRIDGE CAPITAL MANAGEMENT, LLCCRD 298254 · WESTERVILLE, OH$709,717,823.00Regulatory AUM · August 2026
- WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCCRD 157766 · WESTERVILLE, OH$1,827,400,000.00Regulatory AUM · August 2026
- YARGER WEALTH STRATEGIES, LLCCRD 310207 · WESTERVILLE, OH$529,689,928.00Regulatory AUM · August 2026