Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Akron, OH
Every SEC-registered investment adviser representative at a firm office in Akron, with the firms that employ the most of them.
445 registered advisors work in Akron; the most are at Sequoia Financial Group, L.L.C. (109). 98 list the CFP designation and 271 are also registered broker representatives.
Firms with the most advisors in Akron
Advisors in Akron, A to Z (first 300 of 445)
CFP advisors in Akron →- Alexander AdamsValmark Advisers, Inc.
- Brian L. AikensNorthwestern Mutual Investment Services, LLC
- Quinn A. AlbertyJ.P. Morgan Securities LLC
- Dolores AlquistPNC Wealth Management LLC
- Michael AmoiaValmark Advisers, Inc. · Chartered Financial Consultant
- Wanda M. AmstutzMorgan Stanley
- Angela E. AndersonEquitable Advisors, LLC
- Steven R. AndersonBcd Advisors
- Edward N. AntoianSequoia Financial Group, L.L.C. · Chartered Financial Analyst
- David L. Archer IIOneseven · Certified Financial Planner
- Daniel AubleSymphony Financial Services, Inc.
- Peter N. AugustinDakota Wealth, LLC · Certified Financial Planner
- Michael T. BajcOneascent Financial Services LLC
- David L. BaldwinKey Investment Services LLC
- Margaret L. BallingerOak Associates Ltd.
- Rushik BandodkarValmark Advisers, Inc.
- Ryan C. BaneySequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Deanna E. BarnhartMorgan Stanley
- Kevin J. BauerCetera Investment Advisers LLC
- Stephen J. BergmanPfs Investments Inc.
- Robert W. BerryEgi Financial, Inc.
- Paul BertschWells Fargo Advisors Financial Network, LLC
- Daniel T. BerzinskasValmark Advisers, Inc.
- Frank P. BevilacquaW3 Wealth Advisors, LLC
- Frank P. Bevilacqua IIValmark Advisers, Inc. · Certified Financial Planner
- Christiana L. BlakesleeEquitable Advisors, LLC
- Daniel J. BloomBeacon Pointe Advisors, LLC · Certified Financial Planner
- Micah J. BogueValmark Advisers, Inc.
- Garrett A. BooneFortifi Capital, LLC
- Lauren M. BoulwareMorgan Stanley
- Kyra BowdenSequoia Financial Group, L.L.C.
- Dean M. BrennanRobert W. Baird & Co. Incorporated
- Angela R. BrillCetera Investment Advisers LLC · Certified Financial Planner
- Nicholas L. BrossardSequoia Financial Group, L.L.C.
- Nicholas C. BryantAmeriprise Financial Services, LLC
- William R. Bullington Jr.Bullington Capital Management, LLC
- Colin S. BurdetteCetera Investment Advisers LLC
- Zachary A. BushRaymond James Financial Services Advisors, Inc.
- Caleb J. CallahanValmark Advisers, Inc. · Certified Financial Planner
- Peter J. CalleriMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas G. CargillRevisor Wealth Management LLC
- Eric M. CarlonSequoia Financial Group, L.L.C.
- Benjamin R. CarlsonSequoia Financial Group, L.L.C. · Certified Financial Planner
- Gregory A. CarlsonSequoia Financial Group, L.L.C.
- Kristen E. CarmichaelValmark Advisers, Inc.
- James C. CarpasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John CarpasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert B. CasaronaSequoia Financial Group, L.L.C. · Certified Financial Planner
- Stephen M. CatalanoValmark Advisers, Inc.
- Timothy S. ChannelAmeriprise Financial Services, LLC
- Halle M. ChelkoSequoia Financial Group, L.L.C.
- Paula R. ChesserRobert W. Baird & Co. Incorporated
- Larry E. Chlebina Sr.Chlebina Capital
- Trevor R. ChunaSequoia Financial Group, L.L.C. · Certified Financial Planner
- John F. CioccaBankers Life Advisory Services, Inc.
- Adam D. ClarkRevisor Wealth Management LLC
- Thomas ClarkWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael A. ClaytonHornor, Townsend & Kent, LLC
- James D. ClemensSequoia Financial Group, L.L.C.
- Jeffrey M. CliffordOsaic Wealth, Inc.
- Thomas M. CliffordOsaic Wealth, Inc.
- Maxwell M. ColeSequoia Financial Group, L.L.C.
- Armando ConsolacionValmark Advisers, Inc.
- Norman G. CookSequoia Financial Group, L.L.C.
- Jack J. CooperRobert W. Baird & Co. Incorporated
- Nathan W. CopeOneseven
- Cuyler C. CostanzoSequoia Financial Group, L.L.C. · Chartered Financial Analyst
- Benjamin M. CoughenourValmark Advisers, Inc.
- David A. CourtadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ethan M. CourtadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sarah E. CourtadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shaun D. CoxCaptrust
- Joseph M. CoyneSequoia Financial Group, L.L.C. · Certified Financial Planner
- Glen T. CrabtreeSymphony Financial Services, Inc.
- Douglas M. CrandallRobert W. Baird & Co. Incorporated
- Michael D. CrandallRobert W. Baird & Co. Incorporated
- John M. CroninSequoia Financial Group, L.L.C. · Certified Financial Planner
- Kenneth D. CunninghamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David P. CushingVoya Financial Advisors, Inc.
- Jared CutlipSequoia Financial Group, L.L.C.
- Micah CzirrPfs Investments Inc.
- Joseph P. D'AnniballeConcurrent Investment Advisors, LLC · Certified Financial Planner
- George N. DagninoPeter Dag & Associates, Inc.
- Jeffrey M. DanielsStratos Wealth Partners, Ltd. · Chartered Financial Consultant
- Apryle M. DavisPfs Investments Inc.
- Angela C. DayInternational Assets Investment Management, LLC
- Joseph M. DazeyHornor, Townsend & Kent, LLC · Certified Financial Planner
- Elizabeth F. De NittoSequoia Financial Group, L.L.C. · Certified Financial Planner
- Tyler D. DenholmValmark Advisers, Inc. · Chartered Financial Analyst
- Alec DerrigSand Run Wealth Management · Certified Financial Planner
- John C. DewittMorgan Stanley
- Racco J. DilauroOneseven
- Kent E. DowningWells Fargo Clearing Services, LLC
- Jacob DunbarRevisor Wealth Management LLC
- Colin A. DuncanSequoia Financial Group, L.L.C.
- Ronald L. DunkOsaic Wealth, Inc.
- Victoria L. EllingerCetera Investment Advisers LLC
- Jonathan T. EmrickTrue Wealth Design, LLC · Certified Financial Planner, Chartered Financial Analyst
- Elizabeth L. EnglandSequoia Financial Group, L.L.C. · Certified Financial Planner
- Gary A. FeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy G. FerreeAmeriprise Financial Services, LLC
- Connor S. FifeSequoia Financial Group, L.L.C.
- Christopher J. FinefrockValmark Advisers, Inc. · Certified Financial Planner
- David FinnWells Fargo Clearing Services, LLC
- Steven R. FleckPackerland Brokerage Services, Inc.
- Kristen E. FleischerUBS Financial Services Inc.
- Anthony S. FlemingKey Investment Services LLC
- Ronald G. FlowersOn Investment Management Co.
- Michael C. FordKey Investment Services LLC
- Judson J. FornerValmark Advisers, Inc. · Certified Financial Planner
- Caleb C. FrancisRobert W. Baird & Co. Incorporated
- John P. FrancisValmark Advisers, Inc.
- Toni J. FrancisRobert W. Baird & Co. Incorporated
- Brittney D. FranklinSequoia Financial Group, L.L.C.
- Matthew W. FrazierJ.P. Morgan Securities LLC · Certified Financial Planner
- Charles W. FreemanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin L. FridayStratos Wealth Partners, Ltd. · Certified Financial Planner
- Jessica R. FriesChlebina Capital · Certified Financial Planner
- Nathaniel FritelSequoia Financial Group, L.L.C.
- Mark E. FryerAmeriprise Financial Services, LLC
- Eric D. FullerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick T. FureyNorthwestern Mutual Investment Services, LLC
- Spencer L. GabrielSymphony Financial Services, Inc.
- Alana M. GaitherT. Rowe Price Associates, Inc.
- Samuel J. GallowayValmark Advisers, Inc. · Certified Financial Planner
- William GandertSequoia Financial Group, L.L.C. · Certified Financial Planner
- Sara S. GansSequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Amanda GehresSequoia Financial Group, L.L.C. · Certified Financial Planner
- Sara GibbsEgi Financial, Inc.
- Keith D. GibsonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Brant E. GiereMorgan Stanley
- Sean P. GlazierEdelman Financial Engines
- Lynn M. GoebelValmark Advisers, Inc.
- Elizabeth A. GoldthwaiteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kelley GraceSequoia Financial Group, L.L.C.
- Tyrone M. GradyGwn Securities Inc.
- Alec V. GreathouseNorthwestern Mutual Investment Services, LLC
- Logan I. GreenSequoia Financial Group, L.L.C.
- Janeanne M. GreggRobert W. Baird & Co. Incorporated
- Lois J. GregoryCetera Investment Advisers LLC
- Jack L. Griffin Jr.Sequoia Financial Group, L.L.C.
- Peter S. GrossState Farm Investment Management Corp.
- Brian J. GrossmanSequoia Financial Group, L.L.C.
- Daniel E. GroveSequoia Financial Group, L.L.C. · Certified Financial Planner
- Todd GuilliamWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Patrick G. HahnDakota Wealth, LLC · Certified Financial Planner
- Jason E. HainesMorgan Stanley
- Andrae HamptonStrategic Advisers LLC
- Gary A. HannahStratos Wealth Partners, Ltd. · Certified Financial Planner
- Andrew D. HardingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Keith HarrisBcd Advisors
- Alexander C. HartzelKohmann Bosshard Financial Services, LLC.
- Justine M. HarveyStratos Wealth Partners, Ltd.
- Michael P. HatchSequoia Financial Group, L.L.C. · Certified Financial Planner
- Douglas J. HaughtSequoia Financial Group, L.L.C.
- Thomas A. HaughtSequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Kimberly Haws FalascoRobert W. Baird & Co. Incorporated
- Aaron HaynAmeriprise Financial Services, LLC
- Ryan S. HeiderSequoia Financial Group, L.L.C.
- Jeroen A. HeijnenLPL Financial LLC
- Tyler H. HinesValmark Advisers, Inc.
- Jeremy HollowayValmark Advisers, Inc.
- William H. HolzSequoia Financial Group, L.L.C.
- Andrew W. HosbachSequoia Financial Group, L.L.C.
- Jolie HoughtalingJ.P. Morgan Securities LLC
- Christopher S. HumphreyAmeriprise Financial Services, LLC
- Zachary W. HurstValmark Advisers, Inc. · Certified Financial Planner
- Lee HyderLee Hyder And Associates Wealth Management, LLC
- Lisa M. InestrozaRaymond James Financial Services Advisors, Inc.
- Edgar G. IngrahamEgi Financial, Inc.
- David A. IonnoPNC Wealth Management LLC
- Cassandra M. JacksonAmeriprise Financial Services, LLC
- Cathy M. JacobsValmark Advisers, Inc.
- Guy A. JardineJanney Montgomery Scott LLC
- Matthew R. JentnerBeacon Pointe Advisors, LLC · Certified Financial Planner
- Seth M. JentnerBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kathryn A. JesserPfs Investments Inc.
- Erik W. JohnsonPNC Wealth Management LLC
- Logan H. JohnsonSequoia Financial Group, L.L.C.
- Corey J. JonesJ.P. Morgan Securities LLC
- Daniel JonesEcho Financial Advisors, LLC
- Landon R. JonesRevisor Wealth Management LLC
- Josh KaluzneEdward Jones
- Matthew P. KarpasSequoia Financial Group, L.L.C.
- Bradley M. KelleySequoia Financial Group, L.L.C.
- Adam J. KenleyPNC Wealth Management LLC
- William T. KiickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert D. KilivrisRoki Private Wealth
- Pamela J. KiltauRobert W. Baird & Co. Incorporated
- John Y. KimLPL Financial LLC
- Caroline KirschSequoia Financial Group, L.L.C.
- Robert J. KlefsaasSequoia Financial Group, L.L.C. · Certified Financial Planner
- Aaron M. KleinSequoia Financial Group, L.L.C. · Certified Financial Planner
- Gerald P. KnotekSequoia Financial Group, L.L.C. · Certified Financial Planner, Personal Financial Specialist
- Melissa L. KnottsAmeriprise Financial Services, LLC
- Brian D. KochVoya Financial Advisors, Inc.
- William M. KochMorgan Stanley
- Trevor KoenigCetera Investment Advisers LLC
- Cassidy KohmannKohmann Bosshard Financial Services, LLC.
- Dean D. KohmannKohmann Bosshard Financial Services, LLC.
- Claude K. KoontzSequoia Financial Group, L.L.C. · Chartered Financial Analyst
- Beth M. KorthSequoia Financial Group, L.L.C. · Certified Financial Planner
- Anastasios A. KountisMorgan Stanley
- Ian G. KoutnyValmark Advisers, Inc.
- William C. KovarValmark Advisers, Inc.
- Nicholas KrakoskySequoia Financial Group, L.L.C. · Certified Financial Planner
- Abra S. KramasSequoia Financial Group, L.L.C. · Certified Financial Planner
- Robert W. KrenzRaymond James Financial Services Advisors, Inc.
- Kevin K. KroskeyTrue Wealth Design, LLC · Certified Financial Planner
- Tyler A. KrummelEgi Financial, Inc.
- Michael E. KruseSequoia Financial Group, L.L.C. · Certified Financial Planner
- David F. KurtzSequoia Financial Group, L.L.C.
- Peter LaaksoPriority Investment Management LLC
- Anthony J. LabrakeSequoia Financial Group, L.L.C. · Certified Financial Planner
- Michael L. LallathinCetera Investment Advisers LLC
- Andrew D. LambValmark Advisers, Inc.
- Brian LargeStrategic Advisers LLC
- Jeffrey S. LathropPfs Investments Inc.
- Michael E. Laufman Jr.Symphony Financial Services, Inc.
- Jesse C. LazarBeacon Pointe Advisors, LLC · Certified Financial Planner
- Sungki L. LeemasterOsaic Wealth, Inc.
- Frank M. LessickValmark Advisers, Inc.
- Jeffrey T. LesterSequoia Financial Group, L.L.C.
- Joshua R. LesterSequoia Financial Group, L.L.C.
- Vasana LipkeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradford D. LohiserBullington Capital Management, LLC · Certified Financial Planner
- Matthew S. LongRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James V. LupicaStratos Wealth Partners, Ltd.
- Samuel J. LupicaStratos Wealth Partners, Ltd.
- Cheryl L. LyonLyon Capital Strategies
- Amber M. MacbethSequoia Financial Group, L.L.C.
- Erin R. MachadoJ.P. Morgan Securities LLC
- Michael C. MackoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John W. MalloyLPL Financial LLC
- Jennifer A. MaltaEdward Jones
- William J. Manby Jr.Paradigm Investment Advisory LLC · Chartered Financial Consultant
- William J. ManbyParadigm Investment Advisory LLC · Certified Financial Planner, Chartered Financial Consultant
- John L. MarchandSequoia Financial Group, L.L.C. · Certified Financial Planner
- Nathan T. MarcusSequoia Financial Group, L.L.C. · Certified Financial Planner
- Denise E. MarkoMorgan Stanley
- Dennis R. MarvinStratos Wealth Partners, Ltd. · Certified Financial Planner
- Jared S. MasonSequoia Financial Group, L.L.C.
- Timothy D. MatanickRobert W. Baird & Co. Incorporated
- Melanie S. MathisRobert W. Baird & Co. Incorporated
- William T. MawbyCetera Investment Advisers LLC
- Elena L. MayanjaUBS Financial Services Inc.
- Alex D. MayesValmark Advisers, Inc. · Certified Financial Planner
- Ashley MaysSequoia Financial Group, L.L.C.
- Annelise W. McCauleySequoia Financial Group, L.L.C. · Certified Financial Planner
- Evan K. McCauleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Lee S. McCauleyRaymond James Financial Services Advisors, Inc.
- Ryan J. McCauleyRaymond James Financial Services Advisors, Inc.
- Michael A. McClaryValmark Advisers, Inc.
- Ian W. McCloudPNC Wealth Management LLC
- Bernard J. McKinneyRevisor Wealth Management LLC
- Ziggy McPetersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Theresa M. MeinenPfs Investments Inc.
- Noah M. MeyersRevisor Wealth Management LLC
- Mark K. MillarSymphony Financial Services, Inc.
- Gary T. MillerBullington Capital Management, LLC
- Kimberly S. MillerRobert W. Baird & Co. Incorporated
- Marc E. MillerStrategic Advisers LLC · Certified Financial Planner
- Stanley D. MilovancevProsperity Capital Advisors
- Steven J. MilvetRobert W. Baird & Co. Incorporated
- David J. MooreState Farm Investment Management Corp.
- Jerime M. MordewEquitable Advisors, LLC
- Shelby D. MorganValmark Advisers, Inc.
- Rodney E. MorrisWells Fargo Advisors Financial Network, LLC
- Laura S. MossValmark Advisers, Inc.
- Ronald J. MossSequoia Financial Group, L.L.C. · Chartered Financial Analyst
- Christian S. MoyerHornor, Townsend & Kent, LLC
- Erika MutchSequoia Financial Group, L.L.C. · Certified Financial Planner
- Jordan NelsonStrategic Advisers LLC
- Jason M. NethertonAmeriprise Financial Services, LLC
- Fredi Y. NgFifth Third Securities, Inc.
- Caleb M. NitzValmark Advisers, Inc. · Certified Financial Planner
- Sarah R. NorrisMorgan Stanley
- Angelo M. Nuzzo Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Lucy O'ConnellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sean M. O'ConnorMorgan Stanley
- Liam O'RourkeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew D. ObradovichSteward Partners Investment Advisory, LLC
- Brian P. OconnorBNY Mellon Securities Corporation
- Mark W. OelschlagerOelschlager Investments · Chartered Financial Analyst
- Cassandra L. OliverSequoia Financial Group, L.L.C. · Certified Financial Planner
- Traci A. OliverU.S. Bancorp Advisors, LLC
- Patricia D. OrantekMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Harrison B. OrendorfMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael S. OrfeSequoia Financial Group, L.L.C. · Chartered Financial Analyst
- James S. OrwigEquitable Advisors, LLC
- Gregory A. OsterlandHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Judith OwensPfs Investments Inc.
- Mark C. PagniEquitable Advisors, LLC
- Patricia PapesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tim PappMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kimberley A. ParsonsPfs Investments Inc.
- Kyle D. PattersonRevisor Wealth Management LLC
- Henry E. PaulPfs Investments Inc.
- Phillip J. Peachock Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Christopher R. PeckSequoia Financial Group, L.L.C.
Other cities in Ohio
All of Ohio →Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96
Questions
How many financial advisors are in Akron, OH?
445 investment adviser representatives are registered at firm offices in Akron, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 271 of them are also registered as broker representatives, and 98 list the CFP designation.
Which firm has the most financial advisors in Akron?
Sequoia Financial Group, L.L.C., with 109 registered advisors in Akron, followed by Valmark Advisers, Inc. with 41.
How do I check a financial advisor in Akron?
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.