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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Chagrin Falls, OH

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

The short answer

59 registered advisors work in Chagrin Falls; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (14). 7 list the CFP designation and 50 are also registered broker representatives.

Firms with the most advisors in Chagrin Falls

FirmAdvisors in Chagrin Falls
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
Stratos Wealth Partners, Ltd.8
LPL Financial LLC news5
Ameriprise Financial Services, LLC news3
Osaic Wealth, Inc. news3
Cambridge Investment Research Advisors, Inc. news2
Chapman & Chapman Advisors LLC2
Edward Jones news2
Key Investment Services LLC2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
Wisdom Investment Strategies, LLC2
Citizens Securities, Inc.1
Eagle Strategies LLC1
Farther news1
First Advisors National, LLC1
Independent Financial Partners1
J.P. Morgan Securities LLC news1
Janney Montgomery Scott LLC news1
M. Thomas Capital Management1
Morgan Stanley news1
Ogden Asset Management, LLC1
Oneseven1
State Farm Investment Management Corp.1

Advisors in Chagrin Falls, A to Z

CFP advisors in Chagrin Falls →

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 Chagrin Falls, OH?

59 investment adviser representatives are registered at firm offices in Chagrin Falls, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 50 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Chagrin Falls?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 14 registered advisors in Chagrin Falls, followed by Stratos Wealth Partners, Ltd. with 8.

How do I check a financial advisor in Chagrin Falls?

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.