Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Maineville, OH
Every SEC-registered investment adviser representative at a firm office in Maineville, with the firms that employ the most of them.
18 registered advisors work in Maineville; the most are at Strategic Advisers LLC (4). 2 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Maineville
| Firm | Advisors in Maineville |
|---|---|
| Strategic Advisers LLC | 4 |
| State Farm Investment Management Corp. | 2 |
| UBS Financial Services Inc. news | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Edward Jones news | 1 |
| Masterson Investment Counsel | 1 |
| McBryar Advisory Services, Inc. | 1 |
| McLean Asset Management Corp. | 1 |
| Morgan Stanley news | 1 |
| Osaic Wealth, Inc. news | 1 |
| PNC Wealth Management LLC | 1 |
| Pfs Investments Inc. | 1 |
| U.S. Bancorp Advisors, LLC | 1 |
Advisors in Maineville, A to Z
CFP advisors in Maineville →- Jeffrey L. AtkinsonEdward Jones · Certified Financial Planner
- Kelsey B. BoschState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert L. CooneyOsaic Wealth, Inc.
- Allison J. CummingsMorgan Stanley
- Brendin FlynnStrategic Advisers LLC
- Mark T. GallondornStrategic Advisers LLC
- George M. GreenertAmeriprise Financial Services, LLC
- Kevin T. HoppertonU.S. Bancorp Advisors, LLC
- Jojiro LecroixStrategic Advisers LLC
- James D. LeugersUBS Financial Services Inc.
- Michael L. MastersonMasterson Investment Counsel · Chartered Financial Analyst
- Christopher P. MerzMcBryar Advisory Services, Inc.
- Mark A. ReddenUBS Financial Services Inc.
- Alexander E. ScottMcLean Asset Management Corp. · Certified Financial Planner, Chartered Financial Consultant
- James S. SiggPfs Investments Inc.
- Laura S. SmithPNC Wealth Management LLC
- Carol A. SnowdenState Farm Investment Management Corp. · Chartered Financial Consultant
- Nathaniel J. WrightStrategic Advisers LLC
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 Maineville, OH?
18 investment adviser representatives are registered at firm offices in Maineville, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Maineville?
Strategic Advisers LLC, with 4 registered advisors in Maineville, followed by State Farm Investment Management Corp. with 2.
How do I check a financial advisor in Maineville?
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.