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Wealth management firms in Westerville, Ohio

As of October 2, 2026, 19 wealth management firms, including broker-dealer firms, 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.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
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

#FirmRegistrationRAUMAccounts
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

Wealth management firms 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.