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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cleves, OH

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

13 registered advisors work in Cleves; the most are at Strategic Advisers LLC (3). 1 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Cleves

FirmAdvisors in Cleves
Strategic Advisers LLC3
Fifth Third Securities, Inc.2
State Farm Investment Management Corp.2
Bear & Eagle Investments LLC1
Edward Jones news1
Incline Wealth1
PNC Wealth Management LLC1
U.S. Bancorp Advisors, LLC1
World Investment Advisors, LLC1

Advisors in Cleves, A to Z

CFP advisors in Cleves →

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 Cleves, OH?

13 investment adviser representatives are registered at firm offices in Cleves, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Cleves?

Strategic Advisers LLC, with 3 registered advisors in Cleves, followed by Fifth Third Securities, Inc. with 2.

How do I check a financial advisor in Cleves?

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.