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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Eastwind Capital Wealth Management financial advisors in Westerville, OH

Every SEC-registered investment adviser representative at a Eastwind Capital Wealth Management office in Westerville, A to Z.

The short answer

3 registered advisors work at Eastwind Capital Wealth Management in Westerville, out of 3 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Eastwind Capital Wealth Management advisors in Westerville, A to Z

Every Eastwind Capital Wealth Management advisor →

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Other firms in Westerville

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LPL Financial LLC 19Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3

Questions

How many financial advisors does Eastwind Capital Wealth Management have in Westerville?

3 investment adviser representatives are registered at Eastwind Capital Wealth Management offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Eastwind Capital Wealth Management one of the largest advisor employers in Westerville?

Eastwind Capital Wealth Management ranks number 15 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a Eastwind Capital Wealth Management advisor in Westerville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eastwind Capital Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.