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

Whitaker-Myers Wealth Managers, Ltd. financial advisors in Mansfield, OH

Every SEC-registered investment adviser representative at a Whitaker-Myers Wealth Managers, Ltd. office in Mansfield, A to Z.

The short answer

12 registered advisors work at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, out of 16 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.

Whitaker-Myers Wealth Managers, Ltd. advisors in Mansfield, A to Z

Every Whitaker-Myers Wealth Managers, Ltd. advisor →

Whitaker-Myers Wealth Managers, Ltd. advisors in every city and state →Whitaker-Myers Wealth Managers, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Whitaker-Myers Wealth Managers, Ltd. advisors in other cities

Wooster, OH 2Bluffton, SC 1Dublin, OH 1

Other firms in Mansfield

All Mansfield advisors →

Pinnacle Advisors 13Bluespring Wealth Management, LLC 12Janney Montgomery Scott LLC 8J.P. Morgan Securities LLC 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Mwa Financial Services Inc. 4Edward Jones 3Km&M Pinnacle, Ltd. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Whitaker-Myers Wealth Managers, Ltd. have in Mansfield?

12 investment adviser representatives are registered at Whitaker-Myers Wealth Managers, Ltd. offices in Mansfield, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Is Whitaker-Myers Wealth Managers, Ltd. one of the largest advisor employers in Mansfield?

Whitaker-Myers Wealth Managers, Ltd. ranks number 3 in Mansfield by registered advisors; Pinnacle Advisors has the most, with 13.

How do I check a Whitaker-Myers Wealth Managers, Ltd. advisor in Mansfield?

Each advisor below links to a profile with their registrations, exams, designations 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 Whitaker-Myers Wealth Managers, Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.