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RIAs in Westerville, Ohio

Explore 10 RIAs headquartered in Westerville, with $4.5B in combined reported AUM.

RIAs10Headquartered here
Total AUM$4.5BReported regulatory AUM
Total Employees56Reported by these RIAs
% of Total State AUM0.4%% Of total State AUM Reported

All RIAs in Westerville

10 RIAs
Showing 1–10 of 10 RIAs

White Oak Partners Investment Advisor, LLC

WESTERVILLE, OH
Reported AUM$1.8B
Employees8
40.4% of city AUMView RIA ↗

Wealthbridge Capital Management, LLC

WESTERVILLE, OH
Reported AUM$709.7M
Employees7
15.7% of city AUMView RIA ↗

Yarger Wealth Strategies, LLC

WESTERVILLE, OH
Reported AUM$529.7M
Employees4
11.7% of city AUMView RIA ↗

Swisher Financial Concepts, Inc.

WESTERVILLE, OH
Reported AUM$317M
Employees8
7.0% of city AUMView RIA ↗

Polaris Financial Partners, LLC

WESTERVILLE, OH
Reported AUM$226M
Employees3
5.0% of city AUMView RIA ↗

Retirement Plans, Inc.

WESTERVILLE, OH
Reported AUM$224.9M
Employees6
5.0% of city AUMView RIA ↗

Jericho Financial

WESTERVILLE, OH
Reported AUM$220M
Employees3
4.9% of city AUMView RIA ↗

Shaffer Capital

WESTERVILLE, OH
Reported AUM$211.1M
Employees7
4.7% of city AUMView RIA ↗

Harding Financial Group

WESTERVILLE, OH
Reported AUM$160.2M
Employees6
3.5% of city AUMView RIA ↗

Fc Wealth Solutions LLC

WESTERVILLE, OH
Reported AUM$101M
Employees4
2.2% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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