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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Cleveland, OH

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

46 CFA charterholders work in Cleveland; the most are at Mai Capital Management, LLC (10). 8 are also registered broker representatives.

CFA advisors in Cleveland, A to Z

Every advisor in Cleveland →

Firms with the most CFA charterholders in Cleveland

Mai Capital Management, LLC 10Boyd Watterson Asset Management, LLC 7Cbiz Investment Advisory Services, LLC 5Clearstead; Clearstead Advisory Solutions 5Ancora Private Wealth Advisors, LLC 4Northcoast Research Partners, LLC 4Alliancebernstein L.P. 1Beatrice Advisors LP 1Carnegie Investment Counsel 1Cbiz Financial Solutions, Inc. 1Cerity Partners LLC 1Cleveland Research Company LLC 1First Fiduciary Investment Counsel Inc. 1Highland Consulting Associates Inc. 1Journey Wealth Management 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Columbus 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 Cleveland, OH?

46 SEC-registered investment adviser representatives at firm offices in Cleveland, Ohio list the CFA designation; Mai Capital Management, LLC employs the most of them (10).

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 Cleveland?

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.