#1Jericho Financial
JERICHO FINANCIAL, LLP
Based in Westerville, OH
Retirement Plan Advisors in Westerville, OH
The top-ranked retirement plan advisors serving Westerville, OH are Jericho Financial, Shaffer Capital and Swisher Financial Concepts, Inc.. We list 29 retirement plan advisors serving Westerville, 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 Westerville, OH (Franklin 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 Westerville
#2Shaffer Capital
SHAFFER CAPITAL ADVISERS, LLCBased in Westerville, OH#3Swisher Financial Concepts, Inc.
SWISHER FINANCIAL CONCEPTS, INC.Based in Westerville, OH#4Yarger Wealth Strategies, LLC
YARGER WEALTH STRATEGIES, LLCBased in Westerville, OH#5Retirement Plans, Inc.
RETIREMENT PLANS, INC.Serves this area from Westerville, OH (2 mi)#6Summit Financial Strategies Inc
SUMMIT FINANCIAL STRATEGIES INCServes this area from Columbus, OH (5 mi)#7Hicks Capital Management, LLC
HICKS CAPITAL MANAGEMENT, LLCServes this area from Columbus, OH (5 mi)#8Peerless Wealth
PEERLESS WEALTH LLCServes this area from Columbus, OH (5 mi)#9Yfp Wealth
YOUR FINANCIAL PHARMACIST PLANNING, LLCServes this area from New Albany, OH (6 mi)#10Balance Wealth
BALANCE WEALTH PARTNERS LLCServes this area from Worthington, OH (6 mi)
19 more providers serving this area
- Ggm Financial LLC, OH
- Vawter Financial Ltd, Columbus, OH (8 mi)
- Hamilton Capital, Upper Arlington, OH (10 mi)
- Leclair Wealth Partners, Dublin, OH (11 mi)
- Meyers Wealth Management, LLC, Upper Arlington, OH (11 mi)
- Tcp Asset Management, LLC, Upper Arlington, OH (11 mi)
- G2 Capital Management, LLC, Upper Arlington, OH (11 mi)
- Libertas Wealth Management Group, Inc., Upper Arlington, OH (11 mi)
- Gerber, LLC, Columbus, OH (11 mi)
- Advanced Asset Management Advisors, Inc., Dublin, OH (12 mi)
- Egsi Investment Management, Dublin, OH (12 mi)
- Keeler & Nadler Family Wealth, Dublin, OH (12 mi)
- Retirement Strategies, Ltd., Dublin, OH (12 mi)
- Everhart Advisors, Dublin, OH (12 mi)
- Antolino Wealth Advisors, Columbus, OH (12 mi)
- Nationwide Asset Management, LLC, Columbus, OH (12 mi)
- Keidan Financial Consultants LLC, Columbus, OH (12 mi)
- Consolidated Financial, Dublin, OH (13 mi)
- Rebel Financial, LLC, Groveport, OH (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Westerville?
We list 29 retirement plan advisors serving Westerville, OH: 4 based there and 25 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 Westerville?
The top-ranked retirement plan advisors serving Westerville, OH are Jericho Financial, Shaffer Capital, Swisher Financial Concepts, Inc., Yarger Wealth Strategies, LLC and Retirement Plans, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Westerville 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), Yarger Wealth Strategies, LLC (U.S. Securities and Exchange Commission) and Retirement Plans, Inc. (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 .