Falists

Ohio · 16 advisers

Financial Advisors in Westerville, Ohio

Looking for a financial advisor in Westerville, Ohio? Falists indexes 16 SEC-registered and state-registered investment advisers in Westerville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $1.83B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

15

Largest AUM

$1.83B

Financial planning

13

Filter by specialty

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

AllWealth15Planning13Trusts13Retirement7Institutional3

Top advisors in Westerville

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

View all 16 →

SHAFFER CAPITAL

Westerville, OH

AUM

$211.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

614-891-1200

Full profileVisit site →

More cities in Ohio

Cincinnati (129)Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Canton (15)Toledo (14)Pepper Pike (11)

Common questions

How many financial advisors are in Westerville, Ohio?
16 registered investment advisers are listed in our Westerville directory, sourced from public SEC filings.
What types of advisors are in Westerville?
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 Westerville?
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.