#1 Jericho Financial
JERICHO FINANCIAL, LLP
Based in Westerville, OH
Call (614) 948-0039 · WebsiteRetirement Plan Advisors in Delaware County, OH
The top-ranked retirement plan advisors serving Delaware County, OH are Jericho Financial, Shaffer Capital and Swisher Financial Concepts, Inc.. We list 29 retirement plan advisors serving Delaware County, OH. 29 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Delaware County, OH. 29 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Delaware County
#2 Shaffer Capital
SHAFFER CAPITAL ADVISERS, LLCBased in Westerville, OHCall (614) 891-1200 · Website#3 Swisher Financial Concepts, Inc.
SWISHER FINANCIAL CONCEPTS, INC.Based in Westerville, OHCall (614) 890-1930 · Website#4 Peerless Wealth
PEERLESS WEALTH LLCServes this area from Columbus, OH (11 mi)Call (614) 824-2824 · Website#5 Yarger Wealth Strategies, LLC
YARGER WEALTH STRATEGIES, LLCServes this area from Westerville, OH (13 mi)Call (614) 882-2954 · Website#6 Retirement Plans, Inc.
RETIREMENT PLANS, INC.Serves this area from Westerville, OH (13 mi)Call (614) 339-1910 · Website#7 Ggm Financial LLC
GGM FINANCIAL LLCServes this area from OHCall (614) 310-2400 · Website#8 Leclair Wealth Partners
LECLAIR WEALTH PARTNERS LLCServes this area from Dublin, OH (13 mi)Call (888) 277-5704 · Website#9 Balance Wealth
BALANCE WEALTH PARTNERS LLCServes this area from Worthington, OH (14 mi)Call (800) 551-7787 · Website#10 Consolidated Financial
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLCServes this area from Dublin, OH (14 mi)Call (614) 932-0000 · Website
19 more providers serving this area
- Keeler & Nadler Family Wealth, Dublin, OH (14 mi)
- Everhart Advisors, Dublin, OH (15 mi)
- Advanced Asset Management Advisors, Inc., Dublin, OH (15 mi)
- Vawter Financial Ltd, Columbus, OH (15 mi)
- Egsi Investment Management, Dublin, OH (15 mi)
- Retirement Strategies, Ltd., Dublin, OH (15 mi)
- Hamilton Capital, Upper Arlington, OH (16 mi)
- Libertas Wealth Management Group, Inc., Upper Arlington, OH (16 mi)
- Meyers Wealth Management, LLC, Upper Arlington, OH (16 mi)
- Tcp Asset Management, LLC, Upper Arlington, OH (16 mi)
- Hicks Capital Management, LLC, Columbus, OH (16 mi)
- Summit Financial Strategies Inc, Columbus, OH (16 mi)
- Yfp Wealth, New Albany, OH (17 mi)
- G2 Capital Management, LLC, Upper Arlington, OH (19 mi)
- Gerber, LLC, Columbus, OH (21 mi)
- Nationwide Asset Management, LLC, Columbus, OH (22 mi)
- Antolino Wealth Advisors, Columbus, OH (22 mi)
- Keidan Financial Consultants LLC, Columbus, OH (22 mi)
- Rebel Financial, LLC, Groveport, OH (30 mi)
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Frequently asked questions
How many retirement plan advisors serve Delaware County?
We list 29 retirement plan advisors serving Delaware County, OH: 3 based there and 26 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Delaware County?
The top-ranked retirement plan advisors serving Delaware County, OH are Jericho Financial, Shaffer Capital, Swisher Financial Concepts, Inc., Peerless Wealth and Yarger Wealth Strategies, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Delaware County are verified against official records?
10 of the top 10 match an active official record: Jericho Financial (U.S. Securities and Exchange Commission), Shaffer Capital (U.S. Securities and Exchange Commission), Swisher Financial Concepts, Inc. (U.S. Securities and Exchange Commission), Peerless Wealth (U.S. Securities and Exchange Commission) and Yarger Wealth Strategies, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Delaware County
Communities served
Powell, Sunbury, Ashley, Ostrander, Galena, Shawnee Hills, Radnor, Kilbourne