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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lancaster, OH

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

The short answer

31 registered advisors work in Lancaster; the most are at Edward Jones (13). 3 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Lancaster

FirmAdvisors in Lancaster
Edward Jones news13
Ameriprise Financial Services, LLC news5
Stifel, Nicolaus & Company, Incorporated news3
Valmark Advisers, Inc.2
Capital Analysts1
Fifth Third Securities, Inc.1
J.P. Morgan Securities LLC news1
Lifetime Financial Planning Solutions, LLC1
MML Investors Services, LLC1
Principal Securities, Inc.1
Srs Wealth Management1
Stratos Wealth Partners, Ltd.1

Advisors in Lancaster, A to Z

CFP advisors in Lancaster →

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Lancaster, OH?

31 investment adviser representatives are registered at firm offices in Lancaster, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Lancaster?

Edward Jones, with 13 registered advisors in Lancaster, followed by Ameriprise Financial Services, LLC with 5.

How do I check a financial advisor in Lancaster?

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.