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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marietta, OH

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

The short answer

37 registered advisors work in Marietta; the most are at Raymond James Financial Services Advisors, Inc. (12). 4 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Marietta

FirmAdvisors in Marietta
Raymond James Financial Services Advisors, Inc. news12
Janney Montgomery Scott LLC news5
Edward Jones news4
Farther news3
Maridea Wealth Management3
Ameriprise Financial Services, LLC news2
Knights Of Columbus Asset Advisors LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Cetera Investment Advisers LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Raymond James & Associates, Inc. news1
Valmark Advisers, Inc.1

Advisors in Marietta, A to Z

CFP advisors in Marietta →

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 Marietta, OH?

37 investment adviser representatives are registered at firm offices in Marietta, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Marietta?

Raymond James Financial Services Advisors, Inc., with 12 registered advisors in Marietta, followed by Janney Montgomery Scott LLC with 5.

How do I check a financial advisor in Marietta?

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.