Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rocky River, OH
Every SEC-registered financial advisor at a firm office in Rocky River who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Rocky River; the most are at Capital Advisors, Ltd., LLC (2). 10 are also registered broker representatives.
CFP advisors in Rocky River, A to Z
Every advisor in Rocky River →- Zachary A. AbramsCapital Advisors, Ltd., LLC · Certified Financial Planner
- Melis U. BilskiEdward Jones · Certified Financial Planner
- Sandria M. CalioProvidence Financial Services, LLC · Certified Financial Planner, Personal Financial Specialist
- Michael ColettaColetta Capital, LLC · Certified Financial Planner
- Andrew R. DieterColumbia Management Investment Advisers, LLC · Certified Financial Planner
- Tiffany L. HackneyLPL Enterprise, LLC · Certified Financial Planner
- Michael HartnettStrategic Advisers LLC · Certified Financial Planner
- Daniel J. ObrienCapital Advisors, Ltd., LLC · Certified Financial Planner
- Thomas RaffertyCitizens Securities, Inc. · Certified Financial Planner
- Kenneth F. RobinsonSax Wealth Advisors, LLC · Certified Financial Planner
- John RyanUBS Financial Services Inc. · Certified Financial Planner
- Sean A. StamperUBS Financial Services Inc. · Certified Financial Planner
- Alexander D. SterbaManning & Napier Advisors, LLC · Certified Financial Planner
- James D. VitouAe Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Rocky River
Capital Advisors, Ltd., LLC 2UBS Financial Services Inc. 2Ae Wealth Management, LLC 1Citizens Securities, Inc. 1Coletta Capital, LLC 1Columbia Management Investment Advisers, LLC 1Edward Jones 1LPL Enterprise, LLC 1Manning & Napier Advisors, LLC 1Providence Financial Services, LLC 1Sax Wealth Advisors, LLC 1Strategic Advisers LLC 1
CFP advisors in other Ohio cities
All of 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 14
Questions
How many CFP financial advisors are in Rocky River, OH?
14 SEC-registered investment adviser representatives at firm offices in Rocky River, Ohio list the CFP designation; Capital Advisors, Ltd., LLC employs the most of them (2).
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.
How do I check a CFP in Rocky River?
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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.