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
| $100,821,887 | 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.
Methodology
To generate our top financial advisors list in Worthington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Worthington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
Methodology
To generate our top financial advisors list in Worthington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Worthington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.