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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cleveland, GA

Every SEC-registered investment adviser representative at a firm office in Cleveland, with the firms that employ the most of them.

The short answer

5 registered advisors work in Cleveland; the most are at LPL Financial LLC (3). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Cleveland

FirmAdvisors in Cleveland
LPL Financial LLC news3
Cetera Investment Advisers LLC news1
Edward Jones news1

Advisors in Cleveland, A to Z

CFP advisors in Cleveland →

Other cities in Georgia

All of Georgia →

Atlanta 4,322Alpharetta 1,100Marietta 306Savannah 296Athens 206Duluth 205Augusta 162Macon 162Cumming 160Roswell 151Woodstock 135Gainesville 124Columbus 121Peachtree City 118Kennesaw 104Suwanee 95Watkinsville 88Sandy Springs 84Lawrenceville 76Canton 69Decatur 63Valdosta 63Newnan 62Rome 59

Questions

How many financial advisors are in Cleveland, GA?

5 investment adviser representatives are registered at firm offices in Cleveland, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Cleveland?

LPL Financial LLC, with 3 registered advisors in Cleveland, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Cleveland?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.