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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Powell, OH

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

The short answer

93 registered advisors work in Powell; the most are at Ameriprise Financial Services, LLC (13). 8 list the CFP designation and 73 are also registered broker representatives.

Firms with the most advisors in Powell

FirmAdvisors in Powell
Ameriprise Financial Services, LLC news13
Capital City Asset Management Group, LLC9
J.P. Morgan Securities LLC news6
Cetera Investment Advisers LLC news4
Edward Jones news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Stratos Wealth Partners, Ltd.4
LPL Financial LLC news3
Nvest Wealth Strategies, Inc.3
Concordia Wealth Planning, LLC2
Equitable Advisors, LLC news2
Independent Financial Partners2
Kingsview Wealth Management, LLC news2
MML Investors Services, LLC2
Raymond James Financial Services Advisors, Inc. news2
Schuler Wealth Planning LLC2
Shuttleworth & Company2
State Farm Investment Management Corp.2
Assetmark, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Capital Management Analytics1
Creative Planning news1
Delta Capital Management, Inc.1
Empower Advisory Group, LLC1
Fauchard Investments1

Advisors in Powell, A to Z

CFP advisors in Powell →

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Powell, OH?

93 investment adviser representatives are registered at firm offices in Powell, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 73 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Powell?

Ameriprise Financial Services, LLC, with 13 registered advisors in Powell, followed by Capital City Asset Management Group, LLC with 9.

How do I check a financial advisor in Powell?

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.