Top 8 financial advisor firms in Westerville

8 SEC-registered financial advisor firms are headquartered in Westerville, OH, with $2.47B in combined regulatory assets under management. The largest by assets are WealthBridge Capital Management ($710M), Yarger Wealth Strategies ($530M) and Swisher Financial Concepts ($317M).

8
Financial advisor firms: $2.47B
Their combined AUM: $223M
Median firm AUM: 2,315
Clients of the top 8

The 8 largest by assets

1
WealthBridge Capital Management
RIA
$710M
0.80% to 1.50% a year
2
Yarger Wealth Strategies
RIA
$530M
0.50% to 1.25% a year
3
Swisher Financial Concepts
RIA
$317M
0.40% to 1.00% a year
4
Polaris Financial Partners
RIA
$226M
0.80% to 1.50% a year
5
Jericho Financial
RIA
$220M
0.65% to 1.00% a year
6
Shaffer Capital Advisers
RIA
$211M
Regulatory AUM
7
Harding Financial Group
RIA
$160M
1.10% to 1.60% a year
8
FC Wealth Solutions
RIA
$101M
Up to 1.50% a year

Profiles of the top 8

No. 1 · RIA

WealthBridge Capital Management

WealthBridge Capital Management is an investment adviser based in Westerville, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $710 million, as filed on 3 August 2026.

WealthBridge Capital Management charges 0.80%–1.50% a year for its Wealth Management.

Regulatory AUM: $710M
Clients: 457
Advisory staff: 4
Founded: 2018
Fee schedule: 0.80% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 550 Polaris Parkway, Suite 560, Westerville, OH 43082
Phone: 614-591-4515
Website: wealthbridgecm.com

No. 2 · RIA

Yarger Wealth Strategies

Yarger Wealth Strategies is an investment adviser based in Westerville, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $530 million, as filed on 19 August 2026.

Yarger Wealth Strategies charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $530M
Clients: 216
Advisory staff: 4
Founded: 2010
Fee schedule: 0.50% to 1.25% a year
Custodians: Fidelity
Headquarters: 140 Dorchester Square S., Suite B, Westerville, OH 43081
Phone: 614-882-2954
Website: yargerwealth.com

No. 3 · RIA

Swisher Financial Concepts

Swisher Financial Concepts is an investment adviser based in Westerville, OH, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $317 million, as filed on 12 March 2026.

Swisher Financial Concepts charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM: $317M
Clients: 640
Advisory staff: 5
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 612 Office Parkway, Suite B, Westerville, OH 43082
Phone: 614-890-1930

No. 4 · RIA

Polaris Financial Partners

Polaris Financial Partners is an investment adviser based in Westerville, OH, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $226 million, as filed on 8 April 2026.

Polaris Financial Partners charges 0.80%–1.50% a year for its Portfolio management services.

Regulatory AUM: $226M
Clients: 145
Advisory staff: 3
Founded: 2008
Fee schedule: 0.80% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 470 Olde Worthington Road Suite 450, Westerville, OH 43082
Phone: 614-901-3400
Website: polarisfinancial.net

No. 5 · RIA

Jericho Financial

Jericho Financial is an investment adviser based in Westerville, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $220 million, as filed on 26 February 2026.

Jericho Financial charges 0.65%–1.00% a year for its Fee Schedule.

Regulatory AUM: $220M
Clients: 396
Advisory staff: 3
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 38-A Commerce Park Drive, Westerville, OH 43082
Phone: 614-948-0039
Website: planjericho.com

No. 6 · RIA

Shaffer Capital Advisers

Shaffer Capital Advisers is an investment adviser based in Westerville, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $211 million, as filed on 26 May 2026.

Regulatory AUM: $211M
Clients: 201
Advisory staff: 4
Headquarters: 550 Polaris Parkway, Suite 130, Westerville, OH 43082
Phone: 614-891-1200
Website: shaffercapital.net

No. 7 · RIA

Harding Financial Group

Harding Financial Group is an investment adviser based in Westerville, OH, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $160 million, as filed on 30 June 2026.

Harding Financial Group charges 1.10%–1.60% a year for its Investment Advisory Services.

Regulatory AUM: $160M
Clients: 97
Advisory staff: 3
Fee schedule: 1.10% to 1.60% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 608 Office Parkway Suite A, Westerville, OH 43082
Phone: 614-515-4722
Website: hardingfinancialgroup.com

No. 8 · RIA

FC Wealth Solutions

FC Wealth Solutions is an investment adviser based in Westerville, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $101 million, as filed on 14 April 2026.

FC Wealth Solutions charges up to 1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $101M
Clients: 163
Advisory staff: 4
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Interactive Brokers, Fidelity
Headquarters: 579 Executive Campus Drive Suite 230, Westerville, OH 43082
Phone: 614-212-1015
Website: fcwealthsolutions.com

Questions about financial advisors in Westerville

How many financial advisor firms are headquartered in Westerville?

8 SEC-registered financial advisor firms report their principal office in Westerville, OH, managing $2.47B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Westerville?

WealthBridge Capital Management, with $710M in regulatory assets under management on its latest Form ADV. The next largest are Yarger Wealth Strategies ($530M) and Swisher Financial Concepts ($317M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Westerville?

The median firm manages $223M in regulatory assets. That is the midpoint of the 8 firms headquartered in Westerville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Westerville charge?

Of the 8 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.60% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Westerville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Westerville has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Westerville

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