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Financial ADVSR advisor directory · SEC adviser records

Vantage Financial Group, Inc. financial advisors in Cleveland, OH

Every SEC-registered investment adviser representative at a Vantage Financial Group, Inc. office in Cleveland, A to Z.

The short answer

16 registered advisors work at Vantage Financial Group, Inc. in Cleveland, out of 20 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 16 are also registered broker representatives.

Vantage Financial Group, Inc. advisors in Cleveland, A to Z

Every Vantage Financial Group, Inc. advisor →

Vantage Financial Group, Inc. advisors in every city and state →Vantage Financial Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Vantage Financial Group, Inc. advisors in other cities

Sylvania, OH 2Bethlehem, PA 1Stamford, CT 1

Other firms in Cleveland

All Cleveland advisors →

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 Vantage Financial Group, Inc. have in Cleveland?

16 investment adviser representatives are registered at Vantage Financial Group, Inc. offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.

Is Vantage Financial Group, Inc. one of the largest advisor employers in Cleveland?

Vantage Financial Group, Inc. ranks number 13 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.

How do I check a Vantage Financial Group, Inc. 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 Vantage Financial Group, Inc. 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.