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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Madison, OH

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

The short answer

5 registered advisors work in Madison; the most are at LPL Enterprise, LLC (2). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Madison

FirmAdvisors in Madison
LPL Enterprise, LLC news2
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
State Farm Investment Management Corp.1

Advisors in Madison, A to Z

Search all of Ohio →

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 Madison, OH?

5 investment adviser representatives are registered at firm offices in Madison, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Madison?

LPL Enterprise, LLC, with 2 registered advisors in Madison, followed by J.P. Morgan Securities LLC with 1.

How do I check a financial advisor in Madison?

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.