Top Financial Advisors in Westerville, Ohio
Finding the right financial advisor in Westerville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Westerville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Westerville, OH.
Find the Best Financial Advisor Firms in Westerville:
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CRD#: 298254
Address: 579 Executive Campus Suite 375, Westerville, OH 43082
Clients: 281
Average Clients per Advisor: 93
AUM: $ 411M
FC WEALTH SOLUTIONS LLC
CRD#: 286381
Address: 440 Polaris Parkway Suite 110, Westerville, OH 43082
Clients: 86
Average Clients per Advisor: 28
AUM: $ 326M
YARGER WEALTH STRATEGIES, LLC
CRD#: 310207
Address: 140 Dorchester Square S. Suite B, Westerville, OH 43081
Clients: 72
Average Clients per Advisor: 24
AUM: $ 311M
SWISHER FINANCIAL CONCEPTS, INC.
CRD#: 121384
Address: 612 Office Parkway Suite B, Westerville, OH 43082
Clients: 503
Average Clients per Advisor: 125
AUM: $ 183M
CENTRICITY WEALTH MANAGEMENT, LLC
CRD#: 165664
Address: 515 Executive Campus Drive Suite 100, Westerville, OH 43802
Clients: 86
Average Clients per Advisor: 43
AUM: $ 156M
SHAFFER CAPITAL
CRD#: 150106
Address: 550 Polaris Parkway Suite 130, Westerville, OH 43082
Clients: 128
Average Clients per Advisor: 64
AUM: $ 132M
How We Chose the Top Financial Advisors in Westerville, Ohio
To create this list of top financial advisor firms in Westerville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Westerville has to offer.
Search Financial Advisors in Westerville, Ohio
Joshua Christian Nalli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark Everett Huber
Registered Affiliation(s):EDWARD JONES
Jaime Lee Goubeaux
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason Bradley Jones
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jason Alan Buehner
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Cynthia E. Elmore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Charles Cunningham
Registered Affiliation(s):EDWARD JONES
Brett Allen Coffing
Registered Affiliation(s):EDWARD JONES
Robert Thomas Nowe
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric James Haubert
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
David Brent Baker
Registered Affiliation(s):EDWARD JONES
Thomas Geoffrey Robertson
Registered Affiliation(s):MORGAN STANLEY
Jonathan David Archer
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Timothy Owen Mcgarvey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Travis Michael Cremeans
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Tim Daniel Mardas
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kimberly Kathleen Penzone
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Richard Lee Pierce
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kerry Robert Thompson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Glen Snyder
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ryan Christopher Puckett
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Brent Wagner
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph A Ginocchi
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Maura Holowchak
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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