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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mentor, OH

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

The short answer

91 registered advisors work in Mentor; the most are at Raymond James Financial Services Advisors, Inc. (24). 10 list the CFP designation and 85 are also registered broker representatives.

Firms with the most advisors in Mentor

FirmAdvisors in Mentor
Raymond James Financial Services Advisors, Inc. news24
Cetera Investment Advisers LLC news8
Ameriprise Financial Services, LLC news5
Edward Jones news5
Lakeridge Wealth Management LLC5
LPL Financial LLC news4
Pfs Investments Inc.4
Fifth Third Securities, Inc.3
Valmark Advisers, Inc.3
Eagle Strategies LLC2
Equitable Advisors, LLC news2
Kinetic Wealth Investment Advisors, LLC2
Rea Wealth Management2
State Farm Investment Management Corp.2
B. Riley Wealth Advisors, Inc.1
Benjamin F. Edwards & Company, Inc.1
Carver Financial Services Inc.1
Citizens Securities, Inc.1
Commonwealth Financial Network news1
Dffa, LLC1
Family Life Financial Planning1
Fourth Dimension Wealth, LLC1
J.P. Morgan Securities LLC news1
Journey Advisory Group, LLC1
Key Investment Services LLC1

Advisors in Mentor, A to Z

CFP advisors in Mentor →

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 Mentor, OH?

91 investment adviser representatives are registered at firm offices in Mentor, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 85 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Mentor?

Raymond James Financial Services Advisors, Inc., with 24 registered advisors in Mentor, followed by Cetera Investment Advisers LLC with 8.

How do I check a financial advisor in Mentor?

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.