#1 Shaffer Capital
SHAFFER CAPITAL ADVISERS, LLC
Serves this area from Westerville, OH (12 mi)
Call (614) 891-1200 · WebsiteRetirement Plan Advisors in Delaware, OH
The top-ranked retirement plan advisors serving Delaware, OH are Shaffer Capital, Peerless Wealth and Jericho Financial. We list 29 retirement plan advisors serving Delaware, 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, OH (Delaware County). 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
#2 Peerless Wealth
PEERLESS WEALTH LLCServes this area from Columbus, OH (12 mi)Call (614) 824-2824 · Website#3 Jericho Financial
JERICHO FINANCIAL, LLPServes this area from Westerville, OH (13 mi)Call (614) 948-0039 · Website#4 Swisher Financial Concepts, Inc.
SWISHER FINANCIAL CONCEPTS, INC.Serves this area from Westerville, OH (13 mi)Call (614) 890-1930 · Website#5 Leclair Wealth Partners
LECLAIR WEALTH PARTNERS LLCServes this area from Dublin, OH (13 mi)Call (888) 277-5704 · Website#6 Consolidated Financial
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLCServes this area from Dublin, OH (13 mi)Call (614) 932-0000 · Website#7 Ggm Financial LLC
GGM FINANCIAL LLCServes this area from OHCall (614) 310-2400 · Website#8 Keeler & Nadler Family Wealth
KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCServes this area from Dublin, OH (14 mi)Call (614) 791-4123 · Website#9 Everhart Advisors
EVERHART FINANCIAL GROUP INCServes this area from Dublin, OH (14 mi)Call (614) 717-9705 · Website#10 Advanced Asset Management Advisors, Inc.
ADVANCED ASSET MANAGEMENT ADVISORS, INC.Serves this area from Dublin, OH (14 mi)Call (614) 717-4451 · Website
19 more providers serving this area
- Retirement Strategies, Ltd., Dublin, OH (15 mi)
- Balance Wealth, Worthington, OH (15 mi)
- Egsi Investment Management, Dublin, OH (15 mi)
- Yarger Wealth Strategies, LLC, Westerville, OH (15 mi)
- Vawter Financial Ltd, Columbus, OH (15 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)
- Retirement Plans, Inc., Westerville, OH (16 mi)
- Hamilton Capital, Upper Arlington, OH (16 mi)
- Hicks Capital Management, LLC, Columbus, OH (18 mi)
- Summit Financial Strategies Inc, Columbus, OH (18 mi)
- G2 Capital Management, LLC, Upper Arlington, OH (19 mi)
- Yfp Wealth, New Albany, OH (20 mi)
- Gerber, LLC, Columbus, OH (22 mi)
- Nationwide Asset Management, LLC, Columbus, OH (22 mi)
- Antolino Wealth Advisors, Columbus, OH (23 mi)
- Keidan Financial Consultants LLC, Columbus, OH (23 mi)
- Rebel Financial, LLC, Groveport, OH (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Delaware?
We list 29 retirement plan advisors serving Delaware, OH: 0 based there and 29 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?
The top-ranked retirement plan advisors serving Delaware, OH are Shaffer Capital, Peerless Wealth, Jericho Financial, Swisher Financial Concepts, Inc. and Leclair Wealth Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Delaware are verified against official records?
10 of the top 10 match an active official record: Shaffer Capital (U.S. Securities and Exchange Commission), Peerless Wealth (U.S. Securities and Exchange Commission), Jericho Financial (U.S. Securities and Exchange Commission), Swisher Financial Concepts, Inc. (U.S. Securities and Exchange Commission) and Leclair Wealth Partners (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 .