Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Richfield, OH
Every SEC-registered investment adviser representative at a firm office in Richfield, with the firms that employ the most of them.
102 registered advisors work in Richfield; the most are at Charles Schwab & Co., Inc. (66). 12 list the CFP designation and 98 are also registered broker representatives.
Firms with the most advisors in Richfield
Advisors in Richfield, A to Z
CFP advisors in Richfield →- William G. AdamsCharles Schwab & Co., Inc.
- Anthony R. AnaterCharles Schwab & Co., Inc. · Certified Financial Planner
- James P. AndersonCharles Schwab & Co., Inc.
- Nathan L. AvilesCharles Schwab & Co., Inc.
- Thomas L. BeasleyCharles Schwab & Co., Inc.
- Antonio BelmonteCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
- Shannon M. BiehlCharles Schwab & Co., Inc.
- Daniel T. BlanchetteCharles Schwab & Co., Inc.
- Alexa H. BleiweisCharles Schwab & Co., Inc.
- Benjamin S. BrauneckCharles Schwab & Co., Inc.
- Jeffrey L. BrownCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Marisa M. BrownCharles Schwab & Co., Inc.
- Kaija BruverisSchwab Wealth Advisory, Inc.
- Michael L. BryanSchwab Wealth Advisory, Inc.
- Benjamin S. BuryCharles Schwab & Co., Inc.
- Porter R. CampbellEdward Jones
- Kenneth J. CardenasCharles Schwab & Co., Inc.
- Donald J. CassCharles Schwab & Co., Inc.
- Jessica ChicorelliCharles Schwab & Co., Inc.
- Logan CingelCambridge Investment Research Advisors, Inc.
- Adam G. ClarkeCharles Schwab & Co., Inc.
- Brian M. DavisLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Gentry DeanCharles Schwab & Co., Inc.
- Sergio L. DiazSchwab Wealth Advisory, Inc.
- Toby L. EasterlingCharles Schwab & Co., Inc.
- Brian L. EstenCharles Schwab & Co., Inc.
- Paul D. EvanoffSchwab Wealth Advisory, Inc.
- Brian E. FerryCharles Schwab Investment Management, Inc. · Chartered Financial Analyst
- Brian P. FollenCharles Schwab & Co., Inc.
- Lucero C. ForrestCharles Schwab & Co., Inc.
- Nathaniel ForrestCharles Schwab & Co., Inc.
- Ryan GalmariniCharles Schwab & Co., Inc.
- James M. GehringCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Adam M. GillCharles Schwab & Co., Inc.
- Jake M. GilliamCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Joseph S. GoebelCharles Schwab & Co., Inc.
- John Paul GromofskyCambridge Investment Research Advisors, Inc.
- Michael F. GromofskyCharles Schwab & Co., Inc.
- Michael HagemanCharles Schwab & Co., Inc.
- Matthew J. HaleCharles Schwab & Co., Inc.
- Justin D. HamlinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Patrick A. HammerCambridge Investment Research Advisors, Inc.
- Aaron G. HarbaughCharles Schwab & Co., Inc.
- David HarrySchwab Wealth Advisory, Inc.
- Jeremy M. HeldmanCharles Schwab & Co., Inc.
- Stan A. HolladayCharles Schwab & Co., Inc.
- Sarah HornCharles Schwab & Co., Inc.
- Jordan HowdValmark Advisers, Inc. · Certified Financial Planner
- Deanna L. JenkinsCharles Schwab & Co., Inc.
- Jeffrey S. JonesFederated Securities Corp.
- Nicholas A. KearneySchwab Wealth Advisory, Inc.
- Dennis A. KelleyCambridge Investment Research Advisors, Inc.
- Cory J. KocherCharles Schwab & Co., Inc.
- Laura L. LewisCharles Schwab & Co., Inc.
- Mason R. LinderbaumCharles Schwab & Co., Inc.
- Lauren LittleCharles Schwab & Co., Inc.
- Jonathon R. MahiloSchwab Wealth Advisory, Inc.
- Nicholas M. MansonCharles Schwab & Co., Inc.
- William C. MatthewsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Leeanne C. McCabeAmeritas Advisory Services, LLC
- Timothy McCabeCharles Schwab & Co., Inc.
- Shane T. McCreeryCharles Schwab & Co., Inc.
- John V. McManmon IIICharles Schwab & Co., Inc.
- Jacob S. MertonSikich Financial · Certified Financial Planner
- Adrian R. MiguelCharles Schwab & Co., Inc.
- Teddy MilbrandtValmark Advisers, Inc.
- David R. MinichValmark Advisers, Inc. · Certified Financial Planner
- Wayne D. MinichValmark Advisers, Inc. · Chartered Financial Consultant
- Michael MontgomeryCharles Schwab & Co., Inc.
- Alexander MooreCharles Schwab & Co., Inc.
- Donald J. MooreCharles Schwab & Co., Inc.
- Michael C. MurphyCharles Schwab & Co., Inc.
- Elizabeth J. NemethCharles Schwab & Co., Inc.
- Scott V. PaydenAmeritas Advisory Services, LLC
- Patrick J. PhinneyCharles Schwab & Co., Inc.
- Justin L. PlunkettCharles Schwab & Co., Inc.
- Michael N. RabeRabe Investment Consulting Group · Chartered Financial Analyst
- Nathaniel A. RobinsonCharles Schwab & Co., Inc.
- Todd T. RohrerCambridge Investment Research Advisors, Inc.
- Joshua RymerSchwab Wealth Advisory, Inc.
- Matthew O. SadowskyCharles Schwab & Co., Inc.
- Michael A. SavageCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Maria SchneiderCharles Schwab & Co., Inc.
- Timothy M. SchneiderCharles Schwab & Co., Inc.
- Eric ShafranCharles Schwab & Co., Inc.
- Christopher SheehanCharles Schwab Investment Management, Inc.
- Michael SheppardEdward Jones
- Gavin R. ShindeldeckerCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel G. SimonCharles Schwab & Co., Inc.
- Nathan T. SmithCharles Schwab & Co., Inc.
- Michael J. StormSchwab Wealth Advisory, Inc.
- Caleb A. TaylorCharles Schwab & Co., Inc.
- Kyle UtrupCharles Schwab & Co., Inc.
- Ryan M. VollweilerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Karen M. WagnerCharles Schwab & Co., Inc. · Certified Financial Planner
- Kristen M. WarrenCharles Schwab & Co., Inc.
- Jeffrey S. WhittCharles Schwab & Co., Inc.
- Jeffrey L. WileyCharles Schwab & Co., Inc.
- Benjamin D. WooleySchwab Wealth Advisory, Inc.
- David Y. YuCharles Schwab & Co., Inc.
- Neven ZelichSteward Partners Investment Advisory, LLC
- Matthew J. ZeppSchwab Wealth Advisory, Inc. · Certified Financial Planner
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 104Perrysburg 96
Questions
How many financial advisors are in Richfield, OH?
102 investment adviser representatives are registered at firm offices in Richfield, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 98 of them are also registered as broker representatives, and 12 list the CFP designation.
Which firm has the most financial advisors in Richfield?
Charles Schwab & Co., Inc., with 66 registered advisors in Richfield, followed by Schwab Wealth Advisory, Inc. with 13.
How do I check a financial advisor in Richfield?
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.