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
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Ohio, by city and A to Z.

14 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Ohio, out of 1,521 nationwide; it's the firm's number 19 state by advisors, and the most are in Cincinnati (7). 1 list the CFP designation and 12 are also registered broker representatives.

Tiaa-Cref Individual & Institutional Services, LLC advisors by city in Ohio

Every firm in Ohio →

Cincinnati 7Dublin 2Columbus 1Gahanna 1Kirtland 1Pickerington 1West Chester 1

Tiaa-Cref Individual & Institutional Services, LLC advisors in Ohio, A to Z

Search by name →

Tiaa-Cref Individual & Institutional Services, LLC advisors in every state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Tiaa-Cref Individual & Institutional Services, LLC in other states

North Carolina 396Texas 289New York 131Pennsylvania 69New Jersey 64Colorado 52Massachusetts 50California 47Florida 41Illinois 38Michigan 32Washington 29Connecticut 27Maryland 22Georgia 19Virginia 19Utah 15Iowa 14Rhode Island 14Arizona 13South Carolina 11Alabama 9Indiana 9District of Columbia 8Kentucky 8Oregon 8Tennessee 8Arkansas 7Minnesota 6Nevada 6Wisconsin 6Maine 5Missouri 5Nebraska 5Kansas 4West Virginia 4Delaware 3New Hampshire 3

Questions

How many Tiaa-Cref Individual & Institutional Services, LLC financial advisors are in Ohio?

14 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 at the firm nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

Where in Ohio does Tiaa-Cref Individual & Institutional Services, LLC have the most advisors?

Cincinnati, with 7, then Dublin (2). Tiaa-Cref Individual & Institutional Services, LLC has advisors in 7 cities in Ohio.

How do I check a Tiaa-Cref Individual & Institutional Services, LLC 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 Tiaa-Cref Individual & Institutional Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.