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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakewood, OH

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

31 registered advisors work in Lakewood; the most are at Cetera Investment Advisers LLC (4). 3 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Lakewood

FirmAdvisors in Lakewood
Cetera Investment Advisers LLC news4
Pfs Investments Inc.4
Edward Jones news3
Cambridge Investment Research Advisors, Inc. news2
Equitable Advisors, LLC news2
Key Investment Services LLC2
LPL Financial LLC news2
Ameriprise Financial Services, LLC news1
Citizens Securities, Inc.1
Eagle Strategies LLC1
Front Edge Capital Management, LLC1
Oak Park Wealth Management LLC1
PNC Wealth Management LLC1
Principal Securities, Inc.1
Ronald J. Rich Financial Advising1
Strategic Advisers LLC1
The Huntington Investment Company1
UBS Financial Services Inc. news1
Westlake Advisors1

Advisors in Lakewood, A to Z

CFP advisors in Lakewood →

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 Lakewood, OH?

31 investment adviser representatives are registered at firm offices in Lakewood, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Lakewood?

Cetera Investment Advisers LLC, with 4 registered advisors in Lakewood, followed by Pfs Investments Inc. with 4.

How do I check a financial advisor in Lakewood?

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.