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

H&M Financial Advisors financial advisors in Marion, OH

Every SEC-registered investment adviser representative at a H&M Financial Advisors office in Marion, A to Z.

3 registered advisors work at H&M Financial Advisors in Marion, out of 3 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

H&M Financial Advisors advisors in Marion, A to Z

Every H&M Financial Advisors advisor →

H&M Financial Advisors advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Marion

All Marion advisors →

Stifel, Nicolaus & Company, Incorporated 7Ameriprise Financial Services, LLC 5Sanctuary Advisors, LLC 4

Questions

How many financial advisors does H&M Financial Advisors have in Marion?

3 investment adviser representatives are registered at H&M Financial Advisors offices in Marion, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is H&M Financial Advisors one of the largest advisor employers in Marion?

H&M Financial Advisors ranks number 4 in Marion by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 7.

How do I check a H&M Financial Advisors advisor in Marion?

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 H&M Financial Advisors 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.