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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mayfield Heights, OH

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

The short answer

46 registered advisors work in Mayfield Heights; the most are at Sequoia Financial Group, L.L.C. (11). 7 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Mayfield Heights

FirmAdvisors in Mayfield Heights
Sequoia Financial Group, L.L.C.11
Ancora Advisors LLC8
Cambridge Investment Research Advisors, Inc. news5
St. Clair Advisors, LLC4
Fifth Third Securities, Inc.3
Strategic Advisers LLC3
Cetera Investment Advisers LLC news2
Cornerstone Family Office, LLC2
Osaic Advisory Services, LLC news2
Ameriprise Financial Services, LLC news1
Empower Advisory Group, LLC1
Herrick Portfolio Management Co.1
J.P. Morgan Securities LLC news1
Key Investment Services LLC1
PNC Wealth Management LLC1

Advisors in Mayfield Heights, A to Z

CFP advisors in Mayfield Heights →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102

Questions

How many financial advisors are in Mayfield Heights, OH?

46 investment adviser representatives are registered at firm offices in Mayfield Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Mayfield Heights?

Sequoia Financial Group, L.L.C., with 11 registered advisors in Mayfield Heights, followed by Ancora Advisors LLC with 8.

How do I check a financial advisor in Mayfield Heights?

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.