Data / Investment advisers / Ohio / Westerville
Investment advisers in Westerville, OH: 10 firms, $4.5 billion in AUM
10 investment advisers have their main office in Westerville, Ohio: 10 SEC registered and 0 exempt reporting. The registered advisers report $4.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is White Oak Partners Investment Advisor, LLC with $1.8 billion.
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- 10Advisers
- 10SEC registered
- $4.5 billionTotal AUM
- 10Advisers over $100 million
- 1Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| White Oak Partners Investment Advisor, LLC | Westerville | $1.83 billion | 8 | 8 | 8 | (614) 741-7600 | adviserinfo.sec.gov | |
| Wealthbridge Capital Management, LLC | Westerville | $709.7 million | 1,890 | 7 | Not listed | (614) 591-4515 | adviserinfo.sec.gov | |
| Yarger Wealth Strategies, LLC | Westerville | $529.7 million | 753 | 4 | Not listed | (614) 882-2954 | yargerwealth.com | adviserinfo.sec.gov |
| Swisher Financial Concepts, Inc. | Westerville | $317 million | 1,455 | 8 | Not listed | (614) 890-1930 | adviserinfo.sec.gov | |
| Polaris Financial Partners, LLC | Westerville | $226 million | 456 | 3 | Not listed | (614) 901-3400 | polarisfinancial.net | adviserinfo.sec.gov |
| Retirement Plans, Inc. | Westerville | $224.9 million | 278 | 6 | Not listed | (614) 339-1910 | rpi401k.com | adviserinfo.sec.gov |
| Jericho Financial | Westerville | $220 million | 979 | 3 | Not listed | (614) 948-0039 | adviserinfo.sec.gov | |
| Shaffer Capital | Westerville | $211.1 million | 457 | 7 | Not listed | (614) 891-1200 | shaffercapital.net | adviserinfo.sec.gov |
| Harding Financial Group | Westerville | $160.2 million | 437 | 6 | Not listed | (614) 515-4722 | adviserinfo.sec.gov | |
| FC Wealth Solutions LLC | Westerville | $101 million | 416 | 4 | Not listed | (614) 212-1015 | fcwealthsolutions.com | adviserinfo.sec.gov |
Advisers in Westerville that manage private funds
1 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| White Oak Partners Investment Advisor, LLC | Westerville | OH | 8 | Not listed | Not listed | Not listed | 8 | $2.02 billion | $1.83 billion | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.