Financial advisors in Westerville, OH

177 advisors · page 2 of 6

Theodore Winders
Financial advisor at Yarger Wealth Strategies, LLC
Yarger Wealth Strategies, LLC · $529.7M AUM
CFP®VerifiedFinancial planning
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Timothy Bullock
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Timothy Woodburn
Financial advisor at Buckeye Wealth Management LLC
Buckeye Wealth Management LLC · $72.1M AUM
CFP®VerifiedFinancial planning
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Zachary Kountz
Financial advisor at Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. · $317M AUM
CFP®VerifiedFinancial planning
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Adam Obrien
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Alan Niemann
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Albert Donahey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alexa Reiniger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alexander Miranda
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Alexander Shaffer
Financial advisor at Shaffer Capital
Shaffer Capital · $211.1M AUM
VerifiedFinancial planning
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Alexis Pennypacker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Alison Lehman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Allison Salyer
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
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Amy Balster
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Andrew Pleune
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
VerifiedFinancial planning
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Andrew Shaffer
Financial advisor at Shaffer Capital
Shaffer Capital · $211.1M AUM
VerifiedFinancial planning
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Andrew Young
Financial advisor at Whitaker-Myers Wealth Managers, LTD.
Young Financial Planning LLC
VerifiedFinancial planning
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Anthony Cisco
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Anthony Mampieri
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Anthony Pelfrey
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Brent Bowers
Financial advisor at Forusall
Forusall · $1.5B AUM
Verified
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Brett Stahl
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Brett Vandervort
Financial advisor at Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. · $317M AUM
VerifiedFinancial planning
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Brian Maher
Financial advisor at Signature Equity Partners, LLC
Signature Equity Partners, LLC · $688.1M AUM
VerifiedFinancial planning
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Brock Ritzhaupt
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Caleb Stertzer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Chad Defife
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Chad Sprecher
Financial advisor at Allspring Funds Management, LLC
Allspring Funds Management, LLC · $324.65B AUM
Verified
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Charles Sprunger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Cheryl Brown
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Westerville, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Westerville, OH.

How this list works

Before you hire an advisor in Westerville, OH