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: 550 Polaris Parkway Suite 560, Westerville, OH 43082
Clients: 271
Average Clients per Advisor: 67
AUM: $ 599M
YARGER WEALTH STRATEGIES, LLC
CRD#: 310207
Address: 140 Dorchester Square S. Suite B, Westerville, OH 43081
Clients: 79
Average Clients per Advisor: 19
AUM: $ 471M
SWISHER FINANCIAL CONCEPTS, INC.
CRD#: 121384
Address: 612 Office Parkway Suite B, Westerville, OH 43082
Clients: 535
Average Clients per Advisor: 107
AUM: $ 258M
FC WEALTH SOLUTIONS LLC
CRD#: 286381
Address: 440 Polaris Parkway Suite 110, Westerville, OH 43082
Clients: 120
Average Clients per Advisor: 30
AUM: $ 199M
POLARIS FINANCIAL PARTNERS, LLC
CRD#: 299258
Address: 470 Olde Worthington Road Suite 450, Westerville, OH 43082
Clients: 50
Average Clients per Advisor: 16
AUM: $ 192M
JERICHO FINANCIAL
CRD#: 288801
Address: 38-a Commerce Park Drive, Westerville, OH 43082
Clients: 340
Average Clients per Advisor: 113
AUM: $ 191M
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
Charles Mitchell Jarrett
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Beth Ann K Sparks
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
James Arthur Frazier
Registered Affiliation(s):FRAZIER FINANCIAL ADVISORS, LLC
Kerry Robin Truckly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jonathan H Young
Registered Affiliation(s):MORGAN STANLEY
John Michael Reymann
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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