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
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 saysRB 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 predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Cunningham Wealth Management financial advisors in Ohio

Every SEC-registered investment adviser representative at a Cunningham Wealth Management office in Ohio, by city and A to Z.

3 registered advisors work at Cunningham Wealth Management in Ohio, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Broadview Heights (3). 0 list the CFP designation and 0 are also registered broker representatives.

Cunningham Wealth Management advisors by city in Ohio

Every firm in Ohio →

Broadview Heights 3

Cunningham Wealth Management advisors in Ohio, A to Z

Search by name →

Cunningham Wealth Management advisors in every state →Advisor Moves: who changed firms this week →

Questions

How many Cunningham Wealth Management financial advisors are in Ohio?

3 investment adviser representatives are registered at Cunningham Wealth Management offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Cunningham Wealth Management have the most advisors?

Broadview Heights, with 3. Cunningham Wealth Management has advisors in 1 city in Ohio.

How do I check a Cunningham Wealth Management 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 Cunningham Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.