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

Citizens Securities, Inc. financial advisors in Rocky River, OH

Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Rocky River, A to Z.

The short answer

18 registered advisors work at Citizens Securities, Inc. in Rocky River, out of 709 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 18 are also registered broker representatives.

Citizens Securities, Inc. advisors in Rocky River, A to Z

Every Citizens Securities, Inc. advisor →

Citizens Securities, Inc. advisors in other cities

Johnston, RI 116Conshohocken, PA 52Westwood, MA 37Alliance, OH 29Monroeville, PA 18Naples, FL 17New York, NY 17Woburn, MA 17West Palm Beach, FL 15Menlo Park, CA 13Albany, NY 10Boston, MA 9Pittsburgh, PA 9Brooklyn, NY 8Los Angeles, CA 8

Other firms in Rocky River

All Rocky River advisors →

UBS Financial Services Inc. 18Cambridge Investment Research Advisors, Inc. 4Ae Wealth Management, LLC 3Strategic Advisers LLC 3Valmark Advisers, Inc. 3

Questions

How many financial advisors does Citizens Securities, Inc. have in Rocky River?

18 investment adviser representatives are registered at Citizens Securities, Inc. offices in Rocky River, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 1 list the CFP designation and 18 are also registered as broker representatives.

Is Citizens Securities, Inc. one of the largest advisor employers in Rocky River?

Citizens Securities, Inc. ranks number 1 in Rocky River by registered advisors, ahead of UBS Financial Services Inc. (18).

How do I check a Citizens Securities, Inc. advisor in Rocky River?

Each advisor below links to a profile with their registrations, exams, designations 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 Citizens Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.