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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Batavia, OH

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

11 registered advisors work in Batavia; the most are at Strategic Advisers LLC (4). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Batavia

FirmAdvisors in Batavia
Strategic Advisers LLC4
Allied Planning Partners1
Ameriprise Financial Services, LLC news1
Equitable Advisors, LLC news1
Fifth Third Securities, Inc.1
Mariner news1
Spc1
U.S. Bancorp Advisors, LLC1

Advisors in Batavia, A to Z

CFP advisors in Batavia →

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 Batavia, OH?

11 investment adviser representatives are registered at firm offices in Batavia, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Batavia?

Strategic Advisers LLC, with 4 registered advisors in Batavia, followed by Allied Planning Partners with 1.

How do I check a financial advisor in Batavia?

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.