Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Ohio
Every SEC-registered financial advisor in Ohio who lists the Chartered Financial Analyst designation, by city.
386 CFA charterholders work in Ohio; the most are in Cincinnati (138).
Cities in Ohio with CFA charterholders
Every advisor in Ohio →Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3
51 smaller places with one or two CFA charterholders are in the advisor search.
CFA advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFA financial advisors are in Ohio?
386 SEC-registered investment adviser representatives in Ohio list the CFA designation; the most work in Cincinnati (138).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.