Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Medina, OH
Every SEC-registered investment adviser representative at a firm office in Medina, with the firms that employ the most of them.
88 registered advisors work in Medina; the most are at Edward Jones (6). 11 list the CFP designation and 67 are also registered broker representatives.
Firms with the most advisors in Medina
Advisors in Medina, A to Z
CFP advisors in Medina →- Andrew L. ArehartWealth Watch Advisors, Inc.
- Ruben AvilaPfs Investments Inc.
- Jack J. BoyleStrategic Advisers LLC
- Melody BradyForefront · Certified Financial Planner
- Darren C. BrooksCommonwealth Financial Network
- Brent CastoAdviceone Advisory Services, LLC · Certified Financial Planner
- Gary M. ChidseyLexaurum Advisors
- Joshua P. ClarkPfs Investments Inc.
- Teresa CotmanFifth Third Securities, Inc.
- William W. Crozier Jr.Westminster Financial Advisory Corp.
- Keith A. DeimlingCetera Investment Advisers LLC
- John M. DipaoloPNC Wealth Management LLC
- Aaron B. DornerEquitable Advisors, LLC
- Karen M. DulaneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James W. EganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Margaret R. FeilerEdward Jones
- Michael S. FosterState Farm Investment Management Corp.
- Alexa E. FronkEagle Strategies LLC
- Craig C. GabelOnedigital
- Sandra L. GasserRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Eugene M. GillmorEagle Strategies LLC
- Robin M. GrayWells Fargo Clearing Services, LLC
- Chad A. HendersonStonex Advisors Inc.
- Chase M. HendersonStonex Advisors Inc.
- George HooseEdward Jones
- Patricia S. Hornak-BoxOda And Company, Inc.
- Jamiee N. HoughRaymond James Financial Services Advisors, Inc.
- Scott W. HuffRiver Wealth Management LLC
- Logan J. HuffmanJ.P. Morgan Securities LLC
- Janet L. KeenerRaymond James & Associates, Inc.
- Matthew KemsuzianMML Investors Services, LLC
- Joseph P. KerriganWellth Advisory Services, LLC
- Lindsay KolekJ.P. Morgan Securities LLC
- David P. KonopinskiLPL Financial LLC
- John T. KraftRaymond James Financial Services Advisors, Inc.
- David A. KucharskiMML Investors Services, LLC
- Eric M. LangenfeldMaripau Wealth Management LLC
- Zackary D. LevineVicus Capital, Inc. · Certified Financial Planner
- Lauri A. MackeyEdward Jones
- Charles M. MaddenOnedigital
- Joseph C. MageePfs Investments Inc.
- Hannah K. MagrumThrivent Investment Management Inc.
- Timothy T. Malone IIPfs Investments Inc.
- Daniel J. MasonFirst Mason Financial, LLC
- Mitchell R. McAllisterJ.P. Morgan Securities LLC
- John M. McGee Jr.State Farm Investment Management Corp.
- Kevin A. MeekAmeriprise Financial Services, LLC
- Mark M. MeldaAmerican Independent Securities Group, LLC
- Claus D. MeyerRaymond James & Associates, Inc. · Certified Financial Planner
- Paul E. Miller Jr.Commonwealth Financial Network · Certified Financial Planner
- Austin C. MimsEdward Jones
- Tamara A. MullallyOnedigital
- Clint NetheroStrategic Advisers LLC
- Jessica NetheroStrategic Advisers LLC
- Robert E. OchRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Stanley OdaOda And Company, Inc. · Certified Financial Planner
- Richard S. PerryStrategic Advisers LLC
- Dillon PetersonAmeriprise Financial Services, LLC
- Michael R. PiechowiakMML Investors Services, LLC
- Timothy J. PlonskiRiver Wealth Management LLC · Certified Financial Planner
- Donald L. RossCorecap Advisors
- Gregory D. SchnelzerVictory Financial Services LLC
- Nathan M. SchultzAmeriprise Financial Services, LLC
- Amanda A. SharrattYour Wealth Financial Solutions, LLC
- Steven ShieldsAmeriprise Financial Services, LLC · Certified Financial Planner
- Bradley R. ShookEdward Jones
- Eric J. SimeonoglouPfs Investments Inc.
- William B. SmithRaymond James & Associates, Inc.
- William B. SmithRaymond James & Associates, Inc.
- Chad SokolowskiState Farm Investment Management Corp. · Chartered Financial Consultant
- Erik SternLexaurum Advisors
- Miranda S. SullivanPfs Investments Inc.
- Lisa A. SzucsMorgan Stanley
- Sandra C. ThomasS.C. Thomas & Associates, CPA, LLC · Personal Financial Specialist
- Kent P. Von Der VellenCetera Investment Advisers LLC · Certified Financial Planner
- William E. WalkerStonex Advisors Inc.
- Daniel WelkerEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Stephen S. WestState Farm Investment Management Corp. · Chartered Financial Consultant
- Benjamin K. WhitleyJ.P. Morgan Securities LLC
- Matthew K. WhitsonOsaic Wealth, Inc. · Chartered Financial Consultant
- Kory J. WiitaPinnacle Advisors · Certified Financial Planner
- Christopher J. WinkelmannState Farm Investment Management Corp.
- Courtney WolfStrategic Advisers LLC
- Jason M. ZangmeisterAspire Growth Partners LLC
- Steven S. ZangmeisterAspire Growth Partners LLC · Chartered Financial Consultant
- James E. ZiddCommonwealth Financial Network
- William H. Zufall IIIRaymond James Financial Services Advisors, Inc.
- Frank E. ZugaroOnedigital
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 Medina, OH?
88 investment adviser representatives are registered at firm offices in Medina, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 67 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Medina?
Edward Jones, with 6 registered advisors in Medina, followed by Pfs Investments Inc. with 6.
How do I check a financial advisor in Medina?
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.