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Financial ADVSR advisor directory · SEC adviser records

Peerless Wealth financial advisors in Columbus, OH

Every SEC-registered investment adviser representative at a Peerless Wealth office in Columbus, A to Z.

3 registered advisors work at Peerless Wealth in Columbus, out of 4 at the firm nationwide; it ranks number 82 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Peerless Wealth advisors in Columbus, A to Z

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Peerless Wealth advisors in every city and state →Peerless Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Peerless Wealth advisors in other cities

Spring, TX 1

Other firms in Columbus

All Columbus advisors →

J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22

Questions

How many financial advisors does Peerless Wealth have in Columbus?

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

Is Peerless Wealth one of the largest advisor employers in Columbus?

Peerless Wealth ranks number 82 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.

How do I check a Peerless Wealth advisor in Columbus?

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 Peerless Wealth 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.