Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Wealthbridge Capital Management, LLC financial advisors in Westerville, OH

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

The short answer

5 registered advisors work at Wealthbridge Capital Management, LLC in Westerville, out of 5 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Wealthbridge Capital Management, LLC advisors in Westerville, A to Z

Every Wealthbridge Capital Management, LLC advisor →

Wealthbridge Capital Management, LLC advisors in every city and state →Wealthbridge Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Westerville

All Westerville advisors →

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. 4Ameriprise Financial Services, LLC 3Arseneau Financial 3Bankers Life Advisory Services, Inc. 3

Questions

How many financial advisors does Wealthbridge Capital Management, LLC have in Westerville?

5 investment adviser representatives are registered at Wealthbridge Capital Management, LLC offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthbridge Capital Management, LLC one of the largest advisor employers in Westerville?

Wealthbridge Capital Management, LLC ranks number 10 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a Wealthbridge Capital Management, LLC 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 Wealthbridge Capital Management, LLC 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.