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
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Yfp Wealth financial advisors in Ohio

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

3 registered advisors work at Yfp Wealth in Ohio, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in New Albany (3). 2 list the CFP designation and 0 are also registered broker representatives.

Yfp Wealth advisors by city in Ohio

Every firm in Ohio →

New Albany 3

Yfp Wealth advisors in Ohio, A to Z

Search by name →

Yfp Wealth advisors in every state →Yfp Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Yfp Wealth financial advisors are in Ohio?

3 investment adviser representatives are registered at Yfp Wealth offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Yfp Wealth have the most advisors?

New Albany, with 3. Yfp Wealth has advisors in 1 city in Ohio.

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