Best Financial Advisors in WESTERVILLE, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WESTERVILLE
SHAFFER CAPITAL
WESTERVILLE, OH · Since 2020
RETIREMENT PLANS, INC.
WESTERVILLE, OH · Since 2022
FC WEALTH SOLUTIONS LLC
WESTERVILLE, OH · Since 2024
POLARIS FINANCIAL PARTNERS, LLC
WESTERVILLE, OH · Since 2025
SWISHER FINANCIAL CONCEPTS, INC.
WESTERVILLE, OH · Since 2019
HARDING FINANCIAL GROUP
WESTERVILLE, OH · Since 2025
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
WESTERVILLE, OH · Since 2011
JERICHO FINANCIAL
WESTERVILLE, OH · Since 2021
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
WESTERVILLE, OH · Since 2018
YARGER WEALTH STRATEGIES, LLC
WESTERVILLE, OH · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WESTERVILLE?
The median advisory fee in WESTERVILLE, OH is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.