City
Independent RIAs in Westerville, Ohio
As of October 2, 2026, 19 independent wealth management RIAs with their main office in Westerville, Ohio reported $2.9 billion in regulatory assets under management; the largest by assets was Wealthbridge Capital Management, LLC, with $709.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 19
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $152.8 million
- SEC-registered, of those listed
- 8 of 19 (42.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealthbridge Capital Management, LLC | SEC | $709.7 million | 1,890 |
| 2 | Yarger Wealth Strategies, LLC | SEC | $529.7 million | 753 |
| 3 | Swisher Financial Concepts, Inc. | SEC | $317.0 million | 1,455 |
| 4 | Polaris Financial Partners, LLC | SEC | $226.0 million | 456 |
| 5 | Jericho Financial | SEC | $220.0 million | 979 |
| 6 | Shaffer Capital | SEC | $211.1 million | 457 |
| 7 | Harding Financial Group | SEC | $160.2 million | 437 |
| 8 | FC Wealth Solutions LLC | SEC | $101.0 million | 416 |
| 9 | Eastwind Capital Wealth Management | State | $94.5 million | 548 |
| 10 | Eagle Eye Advisory LLC | State | $90.6 million | 297 |
| 11 | Buckeye Wealth Management LLC | State | $72.1 million | 580 |
| 12 | Elevation Financial Partners, LLC | State | $58.7 million | 206 |
| 13 | Peters Wealth Group | State | $48.7 million | 426 |
| 14 | Arseneau Financial | State | $42.3 million | 162 |
| 15 | Jameson & Griffin Financial | State | $21.0 million | 86 |
| 16 | Accountable Financial Planning LLC | State | $0 | 0 |
| 17 | Firstten Financial | State | $0 | 0 |
| 18 | Ripple Effect Investment Strategies, LLC | State | $0 | 0 |
| 19 | Young Financial Planning LLC | State | $0 | 0 |
Independent RIAs in Ohio, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.