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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Perrysburg, OH

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

The short answer

96 registered advisors work in Perrysburg; the most are at Morgan Stanley (11). 9 list the CFP designation and 81 are also registered broker representatives.

Firms with the most advisors in Perrysburg

FirmAdvisors in Perrysburg
Morgan Stanley news11
Strategic Advisers LLC10
Ameritas Advisory Services, LLC7
Edward Jones news7
Ameriprise Financial Services, LLC news6
Eagle Strategies LLC5
LPL Financial LLC news5
Thrivent Investment Management Inc.5
Advisory Alpha, LLC4
LPL Enterprise, LLC news4
Cambridge Investment Research Advisors, Inc. news3
Charles Schwab & Co., Inc. news3
Fifth Third Securities, Inc.3
Raymond James Financial Services Advisors, Inc. news3
State Farm Investment Management Corp.3
Bollin Wealth Management, LLC2
Evergreen Wealth Management, LLC2
Fourth Dimension Financial Group2
Osaic Wealth, Inc. news2
Raymond James & Associates, Inc. news2
Brookstone Capital Management LLC1
D.B. Root & Company, LLC1
Hughes Financial Group, LLC1
Juarez, Andreas1
M Holdings Securities, Inc.1

Advisors in Perrysburg, A to Z

CFP advisors in Perrysburg →

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 Perrysburg, OH?

96 investment adviser representatives are registered at firm offices in Perrysburg, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 81 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Perrysburg?

Morgan Stanley, with 11 registered advisors in Perrysburg, followed by Strategic Advisers LLC with 10.

How do I check a financial advisor in Perrysburg?

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.