WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
Westerville, OH
AUM
$709.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 591-4515
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH, WESTERVILLE
15 advisers found
YARGER WEALTH STRATEGIES, LLC
Westerville, OH
AUM
$529.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 882-2954
SWISHER FINANCIAL CONCEPTS, INC.
Westerville, OH
AUM
$317.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-890-1930
POLARIS FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-901-3400
RETIREMENT PLANS, INC.
Westerville, OH
AUM
$224.9M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-339-1910
JERICHO FINANCIAL
Westerville, OH
AUM
$220.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(614) 948-0039
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
HARDING FINANCIAL GROUP
Westerville, OH
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-515-4722
FC WEALTH SOLUTIONS LLC
Westerville, OH
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 212-1015
EASTWIND CAPITAL WEALTH MANAGEMENT
Westerville, OH
AUM
$94.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
614-888-2230
BUCKEYE WEALTH MANAGEMENT LLC
Westerville, OH
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
614-839-2090
ELEVATION FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$58.7M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
614-888-2222
PETERS WEALTH GROUP
Westerville, OH
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(614) 865-2111
ARSENEAU FINANCIAL
Westerville, OH
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
740-833-6913
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Westerville, OH
AUM
$1.83B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
614-741-7600
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