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Financial ADVSR advisor directory · SEC adviser records

Cbiz Investment Advisory Services, LLC financial advisors

Every SEC-registered investment adviser representative at Cbiz Investment Advisory Services, LLC, by the state and city of the office they work from.

The short answer

79 registered advisors work at Cbiz Investment Advisory Services, LLC, in 14 states and 19 cities; the most are in Cleveland, OH (41). 7 list the CFP designation and 12 are also registered broker representatives.

Search every Cbiz Investment Advisory Services, LLC advisor by name →Who joined and left Cbiz Investment Advisory Services, LLC →Cbiz Investment Advisory Services, LLC: assets, clients and custodians →

Cities with the most Cbiz Investment Advisory Services, LLC advisors

Cleveland, OH 41Cumberland, MD 7Kansas City, MO 6Media, PA 6Boca Raton, FL 2Columbia, MD 2Maitland, FL 2Phoenix, AZ 2Chicago, IL 1Dallas, TX 1Denver, CO 1Fairborn, OH 1Gun Barrel City, TX 1High Point, NC 1Independence, OH 1Indianapolis, IN 1Martinez, CA 1Memphis, TN 1Roanoke, VA 1

Cbiz Investment Advisory Services, LLC advisors by state

Cbiz Investment Advisory Services, LLC in Ohio 43

Cleveland 41Fairborn 1Independence 1

Cbiz Investment Advisory Services, LLC in Maryland 9

Cumberland 7Columbia 2

Cbiz Investment Advisory Services, LLC in Missouri 6

Kansas City 6

Cbiz Investment Advisory Services, LLC in Pennsylvania 6

Media 6

Cbiz Investment Advisory Services, LLC in Florida 4

Boca Raton 2Maitland 2

Cbiz Investment Advisory Services, LLC in Arizona 2

Phoenix 2

Cbiz Investment Advisory Services, LLC in Texas 2

Dallas 1Gun Barrel City 1

Cbiz Investment Advisory Services, LLC in California 1

Martinez 1

Cbiz Investment Advisory Services, LLC in Colorado 1

Denver 1

Cbiz Investment Advisory Services, LLC in Illinois 1

Chicago 1

Cbiz Investment Advisory Services, LLC in Indiana 1

Indianapolis 1

Cbiz Investment Advisory Services, LLC in North Carolina 1

High Point 1

Cbiz Investment Advisory Services, LLC in Tennessee 1

Memphis 1

Cbiz Investment Advisory Services, LLC in Virginia 1

Roanoke 1

Questions

How many financial advisors does Cbiz Investment Advisory Services, LLC have?

79 investment adviser representatives are registered with Cbiz Investment Advisory Services, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 14 states and 19 cities. 7 list the CFP designation and 12 are also registered as broker representatives.

Where does Cbiz Investment Advisory Services, LLC have the most advisors?

Cleveland, OH, with 41 registered advisors, then Cumberland, MD (7). By state, Ohio has the most, with 43.

How do I find a Cbiz Investment Advisory Services, LLC financial advisor near me?

Pick your state below, then your city, to see every Cbiz Investment Advisory Services, LLC advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Cbiz Investment Advisory Services, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →