Sunday, October 25, 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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

State Farm Investment Management Corp. financial advisors in Mason, OH

Every SEC-registered investment adviser representative at a State Farm Investment Management Corp. office in Mason, A to Z.

The short answer

3 registered advisors work at State Farm Investment Management Corp. in Mason, out of 6,578 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

State Farm Investment Management Corp. advisors in Mason, A to Z

Every State Farm Investment Management Corp. advisor →

State Farm Investment Management Corp. advisors in every city and state →State Farm Investment Management Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

State Farm Investment Management Corp. advisors in other cities

Houston, TX 47San Antonio, TX 43Chicago, IL 36Bloomington, IL 30Louisville, KY 28Austin, TX 26Indianapolis, IN 26Omaha, NE 23Tulsa, OK 23Albuquerque, NM 21Atlanta, GA 21Denver, CO 20Jacksonville, FL 20Phoenix, AZ 20Cincinnati, OH 19

Other firms in Mason

All Mason advisors →

J.P. Morgan Securities LLC 9LPL Financial LLC 7Strategic Advisers LLC 7Edward Jones 5Cambridge Investment Research Advisors, Inc. 4Ameriprise Financial Services, LLC 3Fifth Third Securities, Inc. 3Matson Money, Inc. 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does State Farm Investment Management Corp. have in Mason?

3 investment adviser representatives are registered at State Farm Investment Management Corp. offices in Mason, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6,578 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is State Farm Investment Management Corp. one of the largest advisor employers in Mason?

State Farm Investment Management Corp. ranks number 10 in Mason by registered advisors; J.P. Morgan Securities LLC has the most, with 9.

How do I check a State Farm Investment Management Corp. advisor in Mason?

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 State Farm Investment Management Corp. 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.