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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Milford, OH

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

The short answer

38 registered advisors work in Milford; the most are at Strategic Advisers LLC (6). 4 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Milford

FirmAdvisors in Milford
Strategic Advisers LLC6
Brown Financial Advisors, LLC3
Center For Wealth Management Advisory3
Edward Jones news3
LPL Financial LLC news3
Pfs Investments Inc.3
Raymond James Financial Services Advisors, Inc. news3
State Farm Investment Management Corp.3
Fifth Third Securities, Inc.2
Messmer Capital Advisors LLC2
Farther news1
Founders Financial Securities LLC1
J.P. Morgan Securities LLC news1
Jacobs Wealth Management, LLC1
Johnson Capital Advisory, LLC1
Northpoint Financial Planning LLC1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Transamerica Retirement Advisors, LLC1

Advisors in Milford, A to Z

CFP advisors in Milford →

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 Milford, OH?

38 investment adviser representatives are registered at firm offices in Milford, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Milford?

Strategic Advisers LLC, with 6 registered advisors in Milford, followed by Brown Financial Advisors, LLC with 3.

How do I check a financial advisor in Milford?

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.