Rialytix insights

Top RIA Firms in Westerville, Ohio

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Westerville, Ohio. This hub covers 10 matching firms with $4.5B in total reported AUM and median AUM of $225.5M.

Firms

Matching current profiles

Total AUM

$4.5B

Reported regulatory AUM

Median AUM

$225.5M

Across firms with AUM

Largest firm

$1.8B

White Oak Partners Investment Advisor, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. White Oak Partners Investment Advisor, LLC CRD 157766 · Limited Liability Company	WESTERVILLE, OH	$1.8B Mar 2026	-$337.8M-15.6%	-$546.6M-23.0%	+$570.6M+45.4%	+$1.8B+6971.3%	-1 employees-11.1% over 3Y	-2 accounts-20.0% over 3Y
2. Wealthbridge Capital Management, LLC CRD 298254 · Limited Liability Company	WESTERVILLE, OH	$709.7M May 2026	+$110.7M+18.5%	+$299.2M+72.9%	+$258.9M+57.4%	—	+1 employees+16.7% over 3Y	+488 accounts+34.8% over 3Y
3. Yarger Wealth Strategies, LLC CRD 310207 · Limited Liability Company	WESTERVILLE, OH	$529.7M Mar 2026	+$58.8M+12.5%	+$219.1M+70.5%	+$215.4M+68.5%	—	0 employees+0.0% over 3Y	+235 accounts+45.4% over 3Y
4. Swisher Financial Concepts, INC. CRD 121384 · Corporation	WESTERVILLE, OH	$317.0M Mar 2026	+$59.4M+23.1%	+$133.5M+72.8%	+$187.9M+145.6%	+$206.5M+186.8%	+1 employees+14.3% over 3Y	+285 accounts+24.4% over 3Y
5. Polaris Financial Partners, LLC CRD 299258 · Limited Liability Company	WESTERVILLE, OH	$226.0M Apr 2026	+$34.5M+18.0%	—	—	+$34.5M+18.0%	-2 employees-40.0% over 1Y	+26 accounts+6.0% over 1Y
6. Retirement Plans, INC. CRD 286214 · Corporation	WESTERVILLE, OH	$224.9M Mar 2026	-$23.0M-9.3%	+$36.3M+19.2%	—	+$94.1M+72.0%	+1 employees+20.0% over 3Y	+124 accounts+80.5% over 3Y
7. Jericho Financial CRD 288801 · Limited Liability Partnership	WESTERVILLE, OH	$220.0M Feb 2026	+$61.5M+38.8%	+$69.6M+46.2%	+$98.6M+81.2%	+$98.6M+81.2%	0 employees+0.0% over 3Y	+147 accounts+17.7% over 3Y
8. Shaffer Capital CRD 150106 · Limited Liability Company	WESTERVILLE, OH	$211.1M May 2026	+$37.3M+21.4%	+$79.2M+60.1%	+$88.2M+71.8%	+$171.1M+427.6%	+1 employees+16.7% over 3Y	+30 accounts+7.0% over 3Y
9. Harding Financial Group CRD 135731 · Limited Liability Company	WESTERVILLE, OH	$160.2M Feb 2026	+$21.7M+15.7%	—	—	+$21.7M+15.7%	+2 employees+66.7% over 1Y	+69 accounts+18.8% over 1Y
10. Fc Wealth Solutions LLC CRD 286381 · Limited Liability Company	WESTERVILLE, OH	$101.0M Apr 2026	-$225.0M-69.0%	—	—	-$225.0M-69.0%	+1 employees+33.3% over 1Y	+117 accounts+39.1% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.