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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Miamisburg, OH

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

180 registered advisors work in Miamisburg; the most are at UBS Financial Services Inc. (45). 0 list the CFP designation and 165 are also registered broker representatives.

Firms with the most advisors in Miamisburg

FirmAdvisors in Miamisburg
UBS Financial Services Inc. news45
Merrill Lynch, Pierce, Fenner & Smith Incorporated news38
Ameriprise Financial Services, LLC news28
Wells Fargo Clearing Services, LLC news14
Robert W. Baird & Co. Incorporated news12
Stifel, Nicolaus & Company, Incorporated news9
Eubel Brady & Suttman8
Charles Schwab & Co., Inc. news5
Everhart Advisors3
McKinley Carter Wealth Services, Inc.3
Voya Financial Advisors, Inc.3
United Advisor Group2
W&S Brokerage Services, Inc.2
Eagle Strategies LLC1
Edward Jones news1
Fifth Third Securities, Inc.1
Osaic Wealth, Inc. news1
Rightwealth Advisors, LLC1
Summit Financial, LLC1
Synergy Asset Management, LLC1
Thrivent Investment Management Inc.1

Advisors in Miamisburg, A to Z

Search all of Ohio →

Other cities in Ohio

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Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108Perrysburg 106

Questions

How many financial advisors are in Miamisburg, OH?

180 investment adviser representatives are registered at firm offices in Miamisburg, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 165 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Miamisburg?

UBS Financial Services Inc., with 45 registered advisors in Miamisburg, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 38.

How do I check a financial advisor in Miamisburg?

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.