Top financial advisors in Worthington, OH
We've curated a list of the best financial advisors in Worthington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $100,821,887 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Worthington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Worthington Wealth Management
Worthington Wealth Management, a Registered Investment Adviser based in Worthington, Ohio, was founded in March 2021 by Daniel R. LaMacchia. The firm offers tailored investment advisory services, including asset allocation strategies and written investment plans. Clients have the option to impose restrictions on investments. Managed Accounts are available for individuals, corporations, and retirement plans, with both discretionary and non-discretionary services offered. The firm charges a comprehensive single fee for asset management, with fees prorated based on the market value of assets. Clients may terminate services within five business days without cost. WWM manages approximately $127,177,212 in client assets on a discretionary basis and $784,184 on a non-discretionary basis. The firm acts as a fiduciary, always prioritizing clients' best interests. WWM does not charge performance-based fees or engage in side-by-side management. The firm's investment strategies consider clients' needs, risk tolerance, and investment objectives, incorporating methodologies such as asset allocation and dollar-cost averaging. Clients are advised to consult with a tax professional due to potential tax implications. WWM reviews client accounts quarterly and accepts authority to vote on proxies for client securities. The firm does not compensate for client referrals and does not receive compensation for referring clients to other service providers. Worthington Wealth Management maintains a fiduciary commitment to honesty, good faith, and fair dealing, as outlined in its Code of Ethics.
$100,821,887 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Worthington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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