Falists

Ohio · 4 advisers

Financial Advisors in Upper Arlington, Ohio

Looking for a financial advisor in Upper Arlington, Ohio? Falists indexes 4 SEC-registered and state-registered investment advisers in Upper Arlington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.18B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

4

Largest AUM

$1.18B

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning4Trusts4Retirement1Institutional

Top advisors in Upper Arlington

Ranked by AUM · Fees, team & specialties at a glance

View all 4 →

More cities in Ohio

Cincinnati (129)Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Toledo (14)

Common questions

How many financial advisors are in Upper Arlington, Ohio?
4 registered investment advisers are listed in our Upper Arlington directory, sourced from public SEC filings.
What types of advisors are in Upper Arlington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Upper Arlington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.