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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fairfield, OH

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

The short answer

34 registered advisors work in Fairfield; the most are at Ameriprise Financial Services, LLC (7). 1 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Fairfield

FirmAdvisors in Fairfield
Ameriprise Financial Services, LLC news7
Fifth Third Securities, Inc.6
LPL Financial LLC news3
Rik Saylor Financial, Inc.3
State Farm Investment Management Corp.3
Edward Jones news2
Strategic Advisers LLC2
Ae Wealth Management, LLC1
Cambridge Investment Research Advisors, Inc. news1
Creative Financial Designs, Inc.1
Integrity Alliance, LLC.1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
PNC Wealth Management LLC1
Savvy1
UBS Financial Services Inc. news1

Advisors in Fairfield, A to Z

CFP advisors in Fairfield →

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 Fairfield, OH?

34 investment adviser representatives are registered at firm offices in Fairfield, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Fairfield?

Ameriprise Financial Services, LLC, with 7 registered advisors in Fairfield, followed by Fifth Third Securities, Inc. with 6.

How do I check a financial advisor in Fairfield?

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.