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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Maumee, OH

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

165 registered advisors work in Maumee; the most are at Osaic Wealth, Inc. (47). 28 list the CFP designation and 118 are also registered broker representatives.

Firms with the most advisors in Maumee

FirmAdvisors in Maumee
Osaic Wealth, Inc. news47
Tfo Wealth Partners27
Pfs Investments Inc.16
LPL Financial LLC news10
Hantz Financial Services, Inc.9
Edward Jones news6
Munn Wealth Management, LLC5
Thrivent Investment Management Inc.5
State Farm Investment Management Corp.4
The Retirement Guys Formula4
Eagle Strategies LLC3
Ameriprise Financial Services, LLC news2
Beacon Associates Wealth Management, LLC2
Camelot Portfolios, LLC2
Cetera Investment Advisers LLC news2
Edelman Financial Engines news2
Foguth Wealth Management, LLC.2
Prospera Financial Services, Inc.2
Blackridge Asset Management, LLC1
Cambridge Investment Research Advisors, Inc. news1
Citizens Securities, Inc.1
Creekmur Asset Management, LLC1
Fifth Third Securities, Inc.1
Gfm Asset Management LLC1
Glass City Capital Management, LLC1

Advisors in Maumee, A to Z

CFP advisors in Maumee →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96

Questions

How many financial advisors are in Maumee, OH?

165 investment adviser representatives are registered at firm offices in Maumee, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 118 of them are also registered as broker representatives, and 28 list the CFP designation.

Which firm has the most financial advisors in Maumee?

Osaic Wealth, Inc., with 47 registered advisors in Maumee, followed by Tfo Wealth Partners with 27.

How do I check a financial advisor in Maumee?

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.