Financial ADVSR advisor directory · SEC adviser records
Financial advisors in New Philadelphia, OH
Every SEC-registered investment adviser representative at a firm office in New Philadelphia, with the firms that employ the most of them.
33 registered advisors work in New Philadelphia; the most are at Pfs Investments Inc. (12). 4 list the CFP designation and 31 are also registered broker representatives.
Firms with the most advisors in New Philadelphia
Advisors in New Philadelphia, A to Z
CFP advisors in New Philadelphia →- Gary N. AllerPfs Investments Inc.
- Rickey L. AllmanPfs Investments Inc.
- Harry L. AndereggPfs Investments Inc.
- Douglas G. BambeckCommonwealth Financial Network
- Lukas A. BurchCommonwealth Financial Network
- William S. ButlerPfs Investments Inc.
- David M. CushIndependence Capital Co., Inc.
- John C. CushIndependence Capital Co., Inc.
- Jonathan D. CushIndependence Capital Co., Inc. · Certified Financial Planner
- Martha E. DalcomaPfs Investments Inc.
- Joshua J. DanielsPfs Investments Inc.
- Max W. FellerCommonwealth Financial Network
- Dawn L. GalbraithPfs Investments Inc.
- Carson GessnerEdward Jones
- Paul R. GorgasEdward Jones · Certified Financial Planner
- Juliet R. HalterJ.P. Morgan Securities LLC
- Daniel HippPfs Investments Inc.
- Jill A. IsraelRea Wealth Management
- Michael A. JohnsonPfs Investments Inc.
- Kiley K. KendallAmeriprise Financial Services, LLC · Certified Financial Planner
- Kyle C. KendallAmeriprise Financial Services, LLC
- Paul M. KendallAmeriprise Financial Services, LLC · Certified Financial Planner
- Rebecca KornsPfs Investments Inc.
- Walter E. KornsPfs Investments Inc.
- Dennis M. LintEdward Jones
- Heather J. MilburnCommonwealth Financial Network
- Benjamin K. MinardCommonwealth Financial Network
- Patrick J. MoellerEagle Strategies LLC
- Cale OgiRea Wealth Management
- Kevin J. PhillipsPfs Investments Inc.
- Thomas W. SchrockRea Wealth Management
- Natalie M. WatsonEdward Jones
- Anthony R. YoderCommonwealth Financial Network
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 New Philadelphia, OH?
33 investment adviser representatives are registered at firm offices in New Philadelphia, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 31 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in New Philadelphia?
Pfs Investments Inc., with 12 registered advisors in New Philadelphia, followed by Commonwealth Financial Network with 6.
How do I check a financial advisor in New Philadelphia?
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.