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
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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bay Village, OH

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

13 registered advisors work in Bay Village; the most are at Strategic Advisers LLC (4). 1 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Bay Village

FirmAdvisors in Bay Village
Strategic Advisers LLC4
Edward Jones news3
Facet1
Invesco Advisers, Inc.1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1
Robert W. Baird & Co. Incorporated news1
UBS Financial Services Inc. news1

Advisors in Bay Village, A to Z

CFP advisors in Bay Village →

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 Bay Village, OH?

13 investment adviser representatives are registered at firm offices in Bay Village, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Bay Village?

Strategic Advisers LLC, with 4 registered advisors in Bay Village, followed by Edward Jones with 3.

How do I check a financial advisor in Bay Village?

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.