How many financial advisors are in Worthington, Ohio?

Falists lists 7 registered investment advisers with a principal office or filing address in Worthington, Ohio, based on public SEC IAPD data.

How do financial advisors in Worthington charge fees?

Fee structures vary by firm. In Worthington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Worthington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 7 advisers

Financial Advisors in Worthington, Ohio

Looking for a financial advisor in Worthington, Ohio? Falists indexes 7 SEC-registered and state-registered investment advisers in Worthington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $386.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$386.7M

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts5 Retirement1 Institutional1

Top advisors in Worthington

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

View all 7 →

BALANCE WEALTH

Worthington, OH

AUM

$386.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

9 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

(800) 551-7787

Full profile Visit site →

ROYAL OAK FINANCIAL GROUP

Worthington, OH

AUM

$366.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 employees

Clients

Fees

Percentage of AUM; Hourly charges

614-842-6090

Full profile Visit site →

WORTHINGTON WEALTH MANAGEMENT

Worthington, OH

AUM

$153.7M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM

614-368-0769

Full profile Visit site →

21ST CENTURY EQUITY ADVISORS CORPORATION

Worthington, OH

AUM

$50.2M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

614-487-8873

Full profile Visit site →

VAUGHAN INVESTMENT ADVISORS, LLC

Worthington, OH

AUM

$14.0M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

614-296-3974

Full profile Visit site →

GIANOLA FINANCIAL PLANNING, LLC

Worthington, OH

AUM

—

Financial Planning

Team

3 advisors

Clients

101-250

Fees

Fixed fees; ANNUAL RETAINER FEES

614-340-0770

Full profile Visit site →

STERLING FINANCIAL GROUP LLC

Worthington, OH

AUM

—

Financial Planning

Team

1 advisors

Clients

11-25

Fees

Fixed fees

614-431-4385

Full profileNo website

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Common questions

How many financial advisors are in Worthington, Ohio?: 7 registered investment advisers are listed in our Worthington directory, sourced from public SEC filings.
What types of advisors are in Worthington?: 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 Worthington?: 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.