Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mansfield, OH

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

The short answer

80 registered advisors work in Mansfield; the most are at Pinnacle Advisors (13). 20 list the CFP designation and 42 are also registered broker representatives.

Firms with the most advisors in Mansfield

FirmAdvisors in Mansfield
Pinnacle Advisors13
Bluespring Wealth Management, LLC12
Whitaker-Myers Wealth Managers, Ltd.12
Janney Montgomery Scott LLC news8
J.P. Morgan Securities LLC news5
Cetera Investment Advisers LLC news4
LPL Financial LLC news4
Mwa Financial Services Inc.4
Edward Jones news3
Km&M Pinnacle, Ltd.3
State Farm Investment Management Corp.3
Ameriprise Financial Services, LLC news2
Commonwealth Financial Network news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Quest Wealth Solutions, Inc.2
Raymond James Financial Services Advisors, Inc. news2
Eagle Strategies LLC1
Hd Pinnacle Advisors, Ltd.1
LPL Enterprise, LLC news1
Lexaurum Advisors1
Northwestern Mutual Investment Services, LLC1
Openarc Corporate Advisory, LLC1
Principal Securities, Inc.1
R & M Consultants, Ltd.1

Advisors in Mansfield, A to Z

CFP advisors in Mansfield →

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 Mansfield, OH?

80 investment adviser representatives are registered at firm offices in Mansfield, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 42 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Mansfield?

Pinnacle Advisors, with 13 registered advisors in Mansfield, followed by Bluespring Wealth Management, LLC with 12.

How do I check a financial advisor in Mansfield?

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.