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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Independence, OH

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

241 registered advisors work in Independence; the most are at Equitable Advisors, LLC (44). 0 list the CFP designation and 177 are also registered broker representatives.

Firms with the most advisors in Independence

FirmAdvisors in Independence
Equitable Advisors, LLC news44
Ameriprise Financial Services, LLC news24
LPL Enterprise, LLC news18
Strategic Wealth Partners, Ltd.17
Fairway Wealth Management LLC14
Lincoln Investment12
Valic Financial Advisors, Inc.12
Capital Analysts8
Pfs Investments Inc.8
Eagle Strategies LLC7
LPL Financial LLC news7
Prasad Wealth Partners7
Tempo Wealth7
Cetera Investment Advisers LLC news5
Independence Wealth Advisors, LLC5
Enza Financial, LLC4
Hantz Financial Services, Inc.4
Swp Investment Management LLC4
Cetera Planning Partners news3
Private Advisor Group, LLC3
W&S Brokerage Services, Inc.3
Cbiz Financial Solutions, Inc.2
Commonwealth Financial Network news2
Janney Montgomery Scott LLC news2
Johnson Investment Counsel, Inc.2

Advisors in Independence, 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 298Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108Perrysburg 106

Questions

How many financial advisors are in Independence, OH?

241 investment adviser representatives are registered at firm offices in Independence, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 177 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Independence?

Equitable Advisors, LLC, with 44 registered advisors in Independence, followed by Ameriprise Financial Services, LLC with 24.

How do I check a financial advisor in Independence?

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.