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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Cincinnati, OH

Every SEC-registered financial advisor at a firm office in Cincinnati who lists the Chartered Financial Analyst designation, A to Z.

138 CFA charterholders work in Cincinnati; the most are at Johnson Investment Counsel, Inc. (25). 16 are also registered broker representatives.

CFA advisors in Cincinnati, A to Z

Every advisor in Cincinnati →

Firms with the most CFA charterholders in Cincinnati

Johnson Investment Counsel, Inc. 25Mai Capital Management, LLC 9Mariner 9Foster & Motley Inc. 8Horan Wealth, LLC 6Truepoint, Inc. 6Bartlett & Co. Wealth Management LLC 5Fifth Third Wealth Advisors LLC 5Gateway Investment Advisers, LLC 5Crew Capital Management, Ltd. 4UBS Financial Services Inc. 4Canopy Partners 3Constellation Wealth Advisors 3Opus Capital Management 3Thor Wealth Management Inc. 3

CFA advisors in other Ohio cities

All of Ohio →

Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Cincinnati, OH?

138 SEC-registered investment adviser representatives at firm offices in Cincinnati, Ohio list the CFA designation; Johnson Investment Counsel, Inc. employs the most of them (25).

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.

How do I check a CFA in Cincinnati?

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. Confirm the CFA itself with the body that issues it.

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.