Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Westminster Financial Advisory Corp. financial advisors

Every SEC-registered investment adviser representative at Westminster Financial Advisory Corp., by the state and city of the office they work from.

The short answer

38 registered advisors work at Westminster Financial Advisory Corp., in 7 states and 14 cities; the most are in Beavercreek, OH (23). 6 list the CFP designation and 34 are also registered broker representatives.

Search every Westminster Financial Advisory Corp. advisor by name →Who joined and left Westminster Financial Advisory Corp. →Westminster Financial Advisory Corp.: assets, clients and custodians →

Cities with the most Westminster Financial Advisory Corp. advisors

Beavercreek, OH 23Elkins, WV 2West Hartford, CT 2Andover, MA 1Avon, OH 1Bonita Springs, FL 1Brecksville, OH 1Dayton, OH 1Franklin, TN 1Madison, CT 1Medina, OH 1Miami, FL 1Osprey, FL 1Sun City, AZ 1

Westminster Financial Advisory Corp. advisors by state

Westminster Financial Advisory Corp. in Ohio 27

Beavercreek 23Avon 1Brecksville 1Dayton 1Medina 1

Westminster Financial Advisory Corp. in Connecticut 3

West Hartford 2Madison 1

Westminster Financial Advisory Corp. in Florida 3

Bonita Springs 1Miami 1Osprey 1

Westminster Financial Advisory Corp. in West Virginia 2

Elkins 2

Westminster Financial Advisory Corp. in Arizona 1

Sun City 1

Westminster Financial Advisory Corp. in Massachusetts 1

Andover 1

Westminster Financial Advisory Corp. in Tennessee 1

Franklin 1

Questions

How many financial advisors does Westminster Financial Advisory Corp. have?

38 investment adviser representatives are registered with Westminster Financial Advisory Corp., according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 14 cities. 6 list the CFP designation and 34 are also registered as broker representatives.

Where does Westminster Financial Advisory Corp. have the most advisors?

Beavercreek, OH, with 23 registered advisors, then Elkins, WV (2). By state, Ohio has the most, with 27.

How do I find a Westminster Financial Advisory Corp. financial advisor near me?

Pick your state below, then your city, to see every Westminster Financial Advisory Corp. advisor registered at an office there. Each one 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. An advisor registered at Westminster Financial Advisory Corp. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →