Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Richfield, OH

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

The short answer

6 CFA charterholders work in Richfield; the most are at Charles Schwab & Co., Inc. (3). 4 are also registered broker representatives.

CFA advisors in Richfield, A to Z

Every advisor in Richfield →
  • Antonio BelmonteCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • Jeffrey L. BrownCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Brian E. FerryCharles Schwab Investment Management, Inc. · Chartered Financial Analyst
  • Jake M. GilliamCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Michael N. RabeRabe Investment Consulting Group · Chartered Financial Analyst
  • Michael A. SavageCharles Schwab & Co., Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Richfield

Charles Schwab & Co., Inc. 3Cambridge Investment Research Advisors, Inc. 1Charles Schwab Investment Management, Inc. 1Rabe Investment Consulting Group 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 139Cleveland 46Columbus 36Dublin 19Akron 14Pepper Pike 14Beachwood 9Cincinatti 8Dayton 8Independence 7Orange Village 4Westlake 4Canton 3Mayfield Heights 3Powell 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Richfield, OH?

6 SEC-registered investment adviser representatives at firm offices in Richfield, Ohio list the CFA designation; Charles Schwab & Co., Inc. 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 Richfield?

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.