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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Delaware, OH

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

44 registered advisors work in Delaware; the most are at Life, Inc. Retirement Services (5). 0 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Delaware

FirmAdvisors in Delaware
Life, Inc. Retirement Services5
Edward Jones news4
J.P. Morgan Securities LLC news4
Ameriprise Financial Services, LLC news3
Fifth Third Securities, Inc.3
Thrivent Investment Management Inc.3
Equitable Advisors, LLC news2
First Hedge Capital Management2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Commonwealth Financial Network news1
Emerson Equity LLC1
Fisher Investments news1
Forestview Financial Partners, LLC1
Hartford Funds1
Invesco Advisers, Inc.1
LPL Financial LLC news1
Mwa Financial Services Inc.1
Oneseven1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Regents Wealth Management, LLC1
Silver Oak Securities, Incorporated1
UBS Financial Services Inc. news1

Advisors in Delaware, A to Z

Search all of Ohio →

Other cities in Ohio

All of Ohio →

Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108

Questions

How many financial advisors are in Delaware, OH?

44 investment adviser representatives are registered at firm offices in Delaware, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Delaware?

Life, Inc. Retirement Services, with 5 registered advisors in Delaware, followed by Edward Jones with 4.

How do I check a financial advisor in Delaware?

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.