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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Centerville, OH

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

134 registered advisors work in Centerville; the most are at Morgan Stanley (27). 0 list the CFP designation and 118 are also registered broker representatives.

Firms with the most advisors in Centerville

FirmAdvisors in Centerville
Morgan Stanley news27
Raymond James & Associates, Inc. news16
Pfs Investments Inc.13
LPL Financial LLC news12
Osaic Wealth, Inc. news9
Edward Jones news7
Fifth Third Securities, Inc.5
Ridgeline Wealth Planning LLC5
Equitable Advisors, LLC news3
J.P. Morgan Securities LLC news3
LPL Enterprise, LLC news3
Cambridge Investment Research Advisors, Inc. news2
Fiduciary Wealth Group, LLC2
Fry Investment Advisors, Inc.2
Journey Advisory Group, LLC2
Kestra Advisory Services, LLC news2
Principal Securities, Inc.2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
Stratos Wealth Partners, Ltd.2
Ameriprise Financial Services, LLC news1
Buckeye Wealth Partners, LLC1
Eagle Strategies LLC1
Money Concepts Capital Corp.1
PNC Wealth Management LLC1

Advisors in Centerville, A to Z

Search all of Ohio →

Other cities in Ohio

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Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Hudson 127West Chester 125Richfield 115Findlay 108Perrysburg 106

Questions

How many financial advisors are in Centerville, OH?

134 investment adviser representatives are registered at firm offices in Centerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 118 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Centerville?

Morgan Stanley, with 27 registered advisors in Centerville, followed by Raymond James & Associates, Inc. with 16.

How do I check a financial advisor in Centerville?

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.