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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Advisors financial advisors in Ohio

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

The short answer

5 registered advisors work at Wealthspire Advisors in Ohio, out of 220 nationwide; it's the firm's number 8 state by advisors, and the most are in Beachwood (4). 3 list the CFP designation and 0 are also registered broker representatives.

Wealthspire Advisors advisors by city in Ohio

Every firm in Ohio →

Beachwood 4Solon 1

Wealthspire Advisors advisors in Ohio, A to Z

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Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →

Wealthspire Advisors in other states

New York 78Maryland 41Wisconsin 26California 19Virginia 16Florida 11Connecticut 9Washington 5Illinois 4

Questions

How many Wealthspire Advisors financial advisors are in Ohio?

5 investment adviser representatives are registered at Wealthspire Advisors offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Wealthspire Advisors have the most advisors?

Beachwood, with 4, then Solon (1). Wealthspire Advisors has advisors in 2 cities in Ohio.

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