Friday, October 23, 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 Westlake, OH

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

6 CFA charterholders work in Westlake; the most are at Prosperity Capital Advisors (2). 2 are also registered broker representatives.

CFA advisors in Westlake, A to Z

Every advisor in Westlake →
  • Seth A. MeislerProsperity Capital Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Barry D. PavloFort Washington Investment Advisors Inc. · Chartered Financial Analyst
  • Stoyan P. PetevProsperity Capital Advisors · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Gregory M. PinterJps Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
  • John D. SouthworthSouthworth Investment Management, LLC · Chartered Financial Analyst
  • Shawn F. WhelanStrategic Advisers LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Westlake

Prosperity Capital Advisors 2Fort Washington Investment Advisors Inc. 1Jps Financial, LLC 1Southworth Investment Management, LLC 1Strategic Advisers LLC 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Independence 6Richfield 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Westlake, OH?

6 SEC-registered investment adviser representatives at firm offices in Westlake, Ohio list the CFA designation; Prosperity Capital Advisors employs the most of them (2).

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 Westlake?

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.