Top 10 advisors in Westerville
We’ve curated a list of the best financial advisors in Westerville, take a look at it below
Find an advisor in Westerville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,666,670,000 | 9 advisors | ||
| 2 | $467,791,332 | 4 advisors | ||
| 3 | $260,831,768 | 4 advisors | ||
| 4 | $211,004,513 | 7 advisors | ||
| 5 | $131,267,350 | 6 advisors | ||
| 6 | $94,160,806 | 7 advisors | ||
| 7 | $52,534,645 | 4 advisors | ||
| 8 | $52,036,640 | 5 advisors | ||
| 9 | $50,166,079 | 3 advisors | ||
| 10 | $44,400,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Westerville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westerville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. White Oak Partners Investment Advisor, LLC
Assets under management
$2,666,670,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Joint Ventures
2. Wealthbridge Capital Management, LLC
Assets under management
$467,791,332
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Yarger Wealth Strategies, LLC
Assets under management
$260,831,768
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Retirement Plans, Inc.
Assets under management
$211,004,513
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
5. Shaffer Capital
Assets under management
$131,267,350
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Swisher Financial Concepts, Inc.
Assets under management
$94,160,806
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Buckeye Wealth Management LLC
Assets under management
$52,534,645
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Eastwind Capital Wealth Management
Assets under management
$52,036,640
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting
9. Centricity Wealth Management, LLC
Assets under management
$50,166,079
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. J. H. Mckewen Iii & Associates, LLC
Assets under management
$44,400,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Your first meeting is free.