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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Avon Lake, OH

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

28 registered advisors work in Avon Lake; the most are at Strategic Advisers LLC (4). 4 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Avon Lake

FirmAdvisors in Avon Lake
Strategic Advisers LLC4
Commonwealth Financial Network news3
Edward Jones news3
LPL Financial LLC news3
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Equitable Advisors, LLC news1
Fidelity Institutional Wealth Adviser LLC news1
Independent Financial Partners1
Intera Financial Planners LLC1
MML Investors Services, LLC1
Morgan Stanley news1
Osaic Wealth, Inc. news1
Principal Securities, Inc.1
Scalar Wealth LLC1
State Farm Investment Management Corp.1
UBS Financial Services Inc. news1
Ville Wealth Management1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Avon Lake, A to Z

CFP advisors in Avon Lake →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102

Questions

How many financial advisors are in Avon Lake, OH?

28 investment adviser representatives are registered at firm offices in Avon Lake, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Avon Lake?

Strategic Advisers LLC, with 4 registered advisors in Avon Lake, followed by Commonwealth Financial Network with 3.

How do I check a financial advisor in Avon Lake?

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.