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Financial ADVSR advisor directory · SEC adviser records

Intentional Wealth Partners financial advisors in Cleveland, OH

Every SEC-registered investment adviser representative at a Intentional Wealth Partners office in Cleveland, A to Z.

4 registered advisors work at Intentional Wealth Partners in Cleveland, out of 4 at the firm nationwide; it ranks number 37 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Intentional Wealth Partners advisors in Cleveland, A to Z

Every Intentional Wealth Partners advisor →

Intentional Wealth Partners advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Cleveland

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Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17

Questions

How many financial advisors does Intentional Wealth Partners have in Cleveland?

4 investment adviser representatives are registered at Intentional Wealth Partners offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Intentional Wealth Partners one of the largest advisor employers in Cleveland?

Intentional Wealth Partners ranks number 37 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.

How do I check a Intentional Wealth Partners advisor in Cleveland?

Each advisor below links to a profile with their registrations, exams, designations 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 Intentional Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.