Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Shaker Heights, OH
Every SEC-registered investment adviser representative at a firm office in Shaker Heights, with the firms that employ the most of them.
The short answer
27 registered advisors work in Shaker Heights; the most are at Lincoln Investment (9). 12 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Shaker Heights
| Firm | Advisors in Shaker Heights |
|---|---|
| Lincoln Investment | 9 |
| Capital Advisors, Ltd., LLC | 7 |
| Corient news | 6 |
| Capital Analysts | 5 |
| Strategic Advisers LLC | 3 |
| Lachance Wealth Partners | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Morgan Stanley news | 1 |
| Pgim Investments LLC | 1 |
| Philipp Capital Advisors | 1 |
| RBC Capital Markets, LLC news | 1 |
| Stephens | 1 |
Advisors in Shaker Heights, A to Z
CFP advisors in Shaker Heights →- Zachary A. AbramsLincoln Investment · Certified Financial Planner
- Trevor J. AllburnCorient · Certified Financial Planner
- Jacob BauccoLincoln Investment · Certified Financial Planner
- Luke F. BaumStrategic Advisers LLC · Certified Financial Planner
- Cherie L. ByrdMorgan Stanley
- Mark A. CiullaLincoln Investment
- Melissa S. CostelloCapital Advisors, Ltd., LLC · Certified Financial Planner
- Nathan P. CrevistonLincoln Investment · Certified Financial Planner, Chartered Financial Consultant
- Erin DonahueLincoln Investment
- Andrew J. FooteRBC Capital Markets, LLC
- Greg A. GoldfederCorient · Chartered Financial Analyst
- Amy GornoStrategic Advisers LLC
- Patrick T. HanrattyLincoln Investment · Certified Financial Planner
- Robert M. HolubLincoln Investment · Certified Financial Planner, Chartered Financial Analyst
- Shannon H. HolzStrategic Advisers LLC
- Alex HowellStephens
- Christine L. JemisonCorient
- Jonathan T. KossPgim Investments LLC
- Mary T. KozarCapital Advisors, Ltd., LLC · Certified Financial Planner
- Steven E. LachanceLachance Wealth Partners
- Daniel J. ObrienLincoln Investment · Certified Financial Planner
- Adam PhilippPhilipp Capital Advisors · Certified Financial Planner
- William D. ProperCorient
- Ronald L. Quaranta IIICorient · Chartered Financial Analyst
- Terence C. SullivanCorient
- Branden M. VachonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Neil R. WaxmanLincoln Investment · 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 104Richfield 102
Questions
How many financial advisors are in Shaker Heights, OH?
27 investment adviser representatives are registered at firm offices in Shaker Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 12 list the CFP designation.
Which firm has the most financial advisors in Shaker Heights?
Lincoln Investment, with 9 registered advisors in Shaker Heights, followed by Capital Advisors, Ltd., LLC with 7.
How do I check a financial advisor in Shaker Heights?
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.