Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Orange Village, OH
Every SEC-registered investment adviser representative at a firm office in Orange Village, with the firms that employ the most of them.
37 registered advisors work in Orange Village; the most are at Charles Schwab & Co., Inc. (18). 7 list the CFP designation and 32 are also registered broker representatives.
Firms with the most advisors in Orange Village
| Firm | Advisors in Orange Village |
|---|---|
| Charles Schwab & Co., Inc. news | 18 |
| Osaic Wealth, Inc. news | 14 |
| North Point Portfolio Managers Corporation | 5 |
Advisors in Orange Village, A to Z
CFP advisors in Orange Village →- Brett T. AnsberryCharles Schwab & Co., Inc.
- Tyler G. BernardOsaic Wealth, Inc. · Certified Financial Planner
- Seth BlankenshipCharles Schwab & Co., Inc.
- Amanda L. BrunnettOsaic Wealth, Inc.
- Lindsey M. CutrightNorth Point Portfolio Managers Corporation · Certified Financial Planner
- Adam C. DebordOsaic Wealth, Inc.
- David K. DowningOsaic Wealth, Inc.
- Giade EnsleyCharles Schwab & Co., Inc.
- Thomas P. FejesOsaic Wealth, Inc.
- Cynthia L. GallagherOsaic Wealth, Inc. · Certified Financial Planner
- Peter M. Glovna IIIOsaic Wealth, Inc.
- George E. Hearst IIICharles Schwab & Co., Inc.
- Jeffrey L. HertelNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
- Jae JeongCharles Schwab & Co., Inc. · Certified Financial Planner
- Jenna E. KarlovecCharles Schwab & Co., Inc.
- James P. KellyNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
- Jeffrey J. KosekOsaic Wealth, Inc.
- Daniel T. KrizCharles Schwab & Co., Inc.
- James M. LevineOsaic Wealth, Inc.
- Ian J. LippertCharles Schwab & Co., Inc.
- Todd L. LloydCharles Schwab & Co., Inc.
- Grace C. McBrideCharles Schwab & Co., Inc. · Certified Financial Planner
- David M. MroskoNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
- Aidan M. MurphyCharles Schwab & Co., Inc.
- Michael B. MurrayCharles Schwab & Co., Inc.
- Matthew L. RainsCharles Schwab & Co., Inc.
- Ryan RampersaudCharles Schwab & Co., Inc.
- Clinton J. SamuelCharles Schwab & Co., Inc. · Certified Financial Planner
- James R. Schaffer Jr.Osaic Wealth, Inc.
- John L. SchubertCharles Schwab & Co., Inc.
- Howard M. SchulmanOsaic Wealth, Inc.
- James P. SettleCharles Schwab & Co., Inc.
- Peter H. ShriverOsaic Wealth, Inc.
- Zachary SilbermannCharles Schwab & Co., Inc. · Certified Financial Planner
- Diane M. StackNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
- Elaine M. StraubOsaic Wealth, Inc.
- Jan F. WittOsaic Wealth, Inc.
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 Orange Village, OH?
37 investment adviser representatives are registered at firm offices in Orange Village, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Orange Village?
Charles Schwab & Co., Inc., with 18 registered advisors in Orange Village, followed by Osaic Wealth, Inc. with 14.
How do I check a financial advisor in Orange Village?
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.