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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Ohio, by city and A to Z.

The short answer

149 registered advisors work at Charles Schwab & Co., Inc. in Ohio, out of 5,933 nationwide; it's the firm's number 11 state by advisors, and the most are in Richfield (66). 20 list the CFP designation and 148 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors by city in Ohio

Every firm in Ohio →

Richfield 66Cincinnati 18Orange Village 18Westlake 13Columbus 12Miamisburg 5Copley 4Perrysburg 3Sylvania 2Dublin 1Grove City 1Silver Lake 1Wadsworth 1Westerville 1

Charles Schwab & Co., Inc. advisors in Ohio, A to Z

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Charles Schwab & Co., Inc. advisors in every state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Charles Schwab & Co., Inc. in other states

Texas 1,242California 777Colorado 558Arizona 513Florida 478Nebraska 203Illinois 201New York 196Indiana 193New Jersey 156Missouri 123Washington 105Virginia 85North Carolina 79Georgia 76Massachusetts 74Pennsylvania 69Maryland 67Michigan 59Connecticut 56Minnesota 51Nevada 51Tennessee 47Oregon 42Wisconsin 30Utah 28Kentucky 23Kansas 21Oklahoma 20South Carolina 19New Hampshire 17Alabama 15District of Columbia 14Hawaii 14Montana 11New Mexico 9Delaware 8Louisiana 8Rhode Island 8Iowa 7Idaho 7Alaska 4Arkansas 4Mississippi 3South Dakota 3Vermont 3Wyoming 3

Questions

How many Charles Schwab & Co., Inc. financial advisors are in Ohio?

149 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 at the firm nationwide. 20 list the CFP designation and 148 are also registered as broker representatives.

Where in Ohio does Charles Schwab & Co., Inc. have the most advisors?

Richfield, with 66, then Cincinnati (18). Charles Schwab & Co., Inc. has advisors in 14 cities in Ohio.

How do I check a Charles Schwab & Co., Inc. advisor in Ohio?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.