Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pickerington, OH

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

The short answer

27 registered advisors work in Pickerington; the most are at J.P. Morgan Securities LLC (4). 8 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Pickerington

FirmAdvisors in Pickerington
J.P. Morgan Securities LLC news4
Edward Jones news3
Personal Financial Advisors, Inc.3
Phillips Wealth Management LLC3
State Farm Investment Management Corp.3
Oppenheimer & Co. Inc. news2
Allstate Financial Advisors, LLC1
Ameriprise Financial Services, LLC news1
Arcadia Financial Partners, LLC1
Fifth Third Securities, Inc.1
Morgan Stanley news1
Pfs Investments Inc.1
Southward Financial Services, LLC1
Tiaa-Cref Individual & Institutional Services, LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Pickerington, A to Z

CFP advisors in Pickerington →

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 Pickerington, OH?

27 investment adviser representatives are registered at firm offices in Pickerington, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Pickerington?

J.P. Morgan Securities LLC, with 4 registered advisors in Pickerington, followed by Edward Jones with 3.

How do I check a financial advisor in Pickerington?

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.