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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Columbus, OH

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

33 CFA charterholders work in Columbus; the most are at Corient (3). 9 are also registered broker representatives.

CFA advisors in Columbus, A to Z

Every advisor in Columbus →
  • Aaron T. ArmstrongCorient · Certified Financial Planner, Chartered Financial Analyst
  • Christopher S. BartkowskiSummit Financial Strategies Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Brian D. BorninoGbq Wealth Advisory, LLC · Chartered Financial Analyst
  • Joseph R. BorowskiGbq Wealth Advisory, LLC · Chartered Financial Analyst
  • David C. BrinkmanSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner, Chartered Financial Analyst
  • Michael A. BrownJanney Montgomery Scott LLC · Chartered Financial Analyst
  • Steven A. CavalieriSummit Financial Strategies Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Francis M. ChuHamilton Capital · Chartered Financial Analyst
  • Jeffrey C. ConeBeam Wealth Advisors, Inc. · Chartered Financial Analyst
  • Eric S. EbertsKeidan Financial Consultants LLC · Certified Financial Planner, Chartered Financial Analyst
  • Aruna EttiahThe Huntington Investment Company · Certified Financial Planner, Chartered Financial Analyst
  • Conor C. FeldmannTruepoint, Inc. · Chartered Financial Analyst
  • Mark E. FlemingGryphon Financial Partners · Chartered Financial Analyst
  • Nolan GladieuxCorient · Chartered Financial Analyst
  • Kurt S. GroveSws Partners, LLC · Chartered Financial Analyst
  • Scott A. HeichelPinnacle Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Charles J. HendricksonThe Hendrickson Advisory Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Cory D. HinamanWindsor Advisory Group, LLC · Chartered Financial Analyst
  • Robert J. HoffmanMai Capital Management, LLC · Chartered Financial Analyst
  • Michael MiroballiThe Huntington Investment Company · Chartered Financial Analyst
  • Scott E. MurrayNationwide Investment Advisors, LLC · Chartered Financial Analyst
  • John C. OhsnerHeximer Investment Management Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Michael T. ParkerSws Partners, LLC · Chartered Financial Analyst
  • Stephanie C. SaghyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Chartered Financial Analyst
  • Joshua R. ShafferTrinity Financial Advisors LLC · Chartered Financial Analyst
  • Eric G. ShislerCorient · Chartered Financial Analyst
  • Nathan D. SmithStrategic Advisers LLC · Chartered Financial Analyst
  • Robert M. WagnerWellth Advisory Services, LLC · Chartered Financial Analyst
  • G A. WeingartnerLPL Financial LLC · Chartered Financial Analyst
  • Colin WhiteFrazier Financial Advisors, LLC · Chartered Financial Analyst
  • Joseph P. WhiteJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Daniel L. WolffCaptrust · Chartered Financial Analyst
  • Nick ZiegenbuschNationwide Investment Advisors, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Columbus

Corient 3Gbq Wealth Advisory, LLC 2Nationwide Investment Advisors, LLC 2Summit Financial Strategies Inc. 2Sws Partners, LLC 2The Huntington Investment Company 2Beam Wealth Advisors, Inc. 1Captrust 1Frazier Financial Advisors, LLC 1Gryphon Financial Partners 1Hamilton Capital 1Heximer Investment Management Inc. 1Janney Montgomery Scott LLC 1Johnson Investment Counsel, Inc. 1Keidan Financial Consultants LLC 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Dublin 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 Columbus, OH?

33 SEC-registered investment adviser representatives at firm offices in Columbus, Ohio list the CFA designation; Corient employs the most of them (3).

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 Columbus?

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.