Firms by city
Registered investment advisers in Westerville, OH
10 SEC-registered advisers headquartered in Westerville, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| White Oak Partners Investment Advisor | Westerville, OH | $1.83B |
| WealthBridge Capital Management | Westerville, OH | $710M |
| Yarger Wealth Strategies | Westerville, OH | $530M |
| Swisher Financial Concepts | Westerville, OH | $317M |
| Polaris Financial Partners | Westerville, OH | $226M |
| Retirement Plans | Westerville, OH | $225M |
| Jericho Financial | Westerville, OH | $220M |
| Shaffer Capital Advisers | Westerville, OH | $211M |
| Harding Financial Group | Westerville, OH | $160M |
| FC Wealth Solutions | Westerville, OH | $101M |
- Headquarters
- Westerville, OH
- Regulatory AUM
- $1.83B
- Headquarters
- Westerville, OH
- Regulatory AUM
- $710M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $530M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $317M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $226M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $225M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $220M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $211M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $160M
- Headquarters
- Westerville, OH
- Regulatory AUM
- $101M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Westerville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.