Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Ohio, by city and A to Z.
21 registered advisors work at Waverly Advisors, LLC in Ohio, out of 216 nationwide; it's the firm's number 2 state by advisors, and the most are in Dayton (11). 11 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors by city in Ohio
Every firm in Ohio →Waverly Advisors, LLC advisors in Ohio, A to Z
Search by name →- Joseph P. BelewHamilton
- Mitchell T. BodenmillerDayton · Chartered Financial Analyst
- Peter C. BohrofenHamilton
- Jay A. BuckinghamDayton · Certified Financial Planner
- Bradley P. GriffithDayton · Certified Financial Planner
- Jeff H. GroezingerDayton · Personal Financial Specialist
- William A. GrothHamilton
- Michael O. HaysDayton · Certified Financial Planner
- Christina N. IsraelDayton · Chartered Financial Consultant
- Ryan P. JohnsonDayton · Certified Financial Planner, Chartered Financial Analyst
- Melissa L. MuellerDayton
- Blaine C. ReynoldsBlue Ash
- Leah C. SchulteCincinnati · Certified Financial Planner
- Neal SchulteCincinnati · Certified Financial Planner
- Nicholas N. SchulteCincinnati · Certified Financial Planner
- Nicole T. StrbichDayton · Certified Financial Planner
- Allen Z. ThumaDayton · Certified Financial Planner, Chartered Financial Analyst
- Tracy E. TravisDayton · Certified Financial Planner
- Clarissa A. WarnerHamilton · Certified Financial Planner
- Cathy R. WatersHamilton
- Jacob A. WeberCincinnati
Waverly Advisors, LLC advisors in every state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Waverly Advisors, LLC in other states
Alabama 108Florida 12Georgia 10Louisiana 9Illinois 8Indiana 7Washington 7Mississippi 6Pennsylvania 5North Carolina 4Oregon 4Colorado 3Massachusetts 3Texas 3Virginia 3
Questions
How many Waverly Advisors, LLC financial advisors are in Ohio?
21 investment adviser representatives are registered at Waverly Advisors, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 216 at the firm nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Waverly Advisors, LLC have the most advisors?
Dayton, with 11, then Hamilton (5). Waverly Advisors, LLC has advisors in 4 cities in Ohio.
How do I check a Waverly Advisors, 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 Waverly Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.