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
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Castalia, OH

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

2 registered advisors work in Castalia; the most are at B. Riley Wealth Advisors, Inc. (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Castalia

FirmAdvisors in Castalia
B. Riley Wealth Advisors, Inc.1
MML Investors Services, LLC1

Advisors in Castalia, A to Z

Search all of Ohio →

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 Castalia, OH?

2 investment adviser representatives are registered at firm offices in Castalia, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Castalia?

B. Riley Wealth Advisors, Inc., with 1 registered advisors in Castalia, followed by MML Investors Services, LLC with 1.

How do I check a financial advisor in Castalia?

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.