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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ohio

Every SEC-registered financial advisor in Ohio who lists the Certified Financial Planner designation, by city.

2,105 CFP professionals work in Ohio; the most are in Cincinnati (401).

Cities in Ohio with CFP professionals

Every advisor in Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14Fairlawn 13Lebanon 12Richfield 12Shaker Heights 12Upper Arlington 12Medina 11Solon 11Cuyahoga Falls 10Marysville 10Mentor 10New Albany 10Sylvania 10Findlay 9Mason 9Perrysburg 9Blue Ash 8Pickerington 8Powell 8Ashland 7Aurora 7Chagrin Falls 7Lima 7Mayfield Heights 7Middleburg Heights 7Orange Village 7Strongsville 7Avon 6Brooklyn 6Copley 6Hilliard 6Sandusky 6Wadsworth 6Willoughby 6Willoughby Hills 6Berlin 5Brecksville 5Bryan 5Concord 5Defiance 5Delaware 5Fairview Park 5Grandview Heights 5Marietta 5North Canton 5Poland 5Springboro 5Springfield 5Tiffin 5Wooster 5Alliance 4Avon Lake 4Chillicothe 4Grove City 4Lancaster 4Marion 4Milford 4New Philadelphia 4North Olmsted 4Parma 4Sidney 4Tipp City 4Youngstown 4Athens 3Bellefontaine 3Boardman 3Bowling Green 3Broadview Heights 3Broadview Hts. 3Cortland 3Fairborn 3Gahanna 3Greenville 3Hamilton 3Hartville 3Hillsboro 3Kent 3Lakewood 3Lewis Center 3Liberty Township 3Miami Township 3Middletown 3Napoleon 3Orrville 3Stow 3Streetsboro 3Troy 3Urbana 3West Chester Township 3Zanesville 3

131 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFP financial advisors are in Ohio?

2,105 SEC-registered investment adviser representatives in Ohio list the CFP designation; the most work in Cincinnati (401).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.