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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Ohio

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

The short answer

14 registered advisors work at Schwab Wealth Advisory, Inc. in Ohio, out of 1,476 nationwide; it's the firm's number 17 state by advisors, and the most are in Richfield (13). 3 list the CFP designation and 14 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in Ohio

Every firm in Ohio →

Richfield 13Westerville 1

Schwab Wealth Advisory, Inc. advisors in Ohio, A to Z

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

Schwab Wealth Advisory, Inc. in other states

Arizona 261Colorado 220Florida 218Texas 213Indiana 163California 138Georgia 33Illinois 32North Carolina 23Washington 22New Jersey 21Virginia 21Pennsylvania 17Minnesota 16Massachusetts 14New York 14Missouri 13Nebraska 7Connecticut 3Michigan 3

Questions

How many Schwab Wealth Advisory, Inc. financial advisors are in Ohio?

14 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.

Where in Ohio does Schwab Wealth Advisory, Inc. have the most advisors?

Richfield, with 13, then Westerville (1). Schwab Wealth Advisory, Inc. has advisors in 2 cities in Ohio.

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