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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Solon, OH

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

The short answer

55 registered advisors work in Solon; the most are at LPL Financial LLC (9). 11 list the CFP designation and 45 are also registered broker representatives.

Firms with the most advisors in Solon

FirmAdvisors in Solon
LPL Financial LLC news9
Cetera Investment Advisers LLC news6
Redwood Financial Network6
Commonwealth Financial Network news5
Edward Jones news4
Raymond James Financial Services Advisors, Inc. news3
Alpha Planning And Financial Services, Inc.2
Empower Advisory Group, LLC2
J.P. Morgan Securities LLC news2
Key Investment Services LLC2
Osaic Wealth, Inc. news2
Strategic Advisers LLC2
Affinity Financial LLC1
Alphastar Capital Management1
Ameriprise Financial Services, LLC news1
Avivar Capital, LLC1
Fifth Third Securities, Inc.1
Hornor, Townsend & Kent, LLC1
LPL Enterprise, LLC news1
Private Harbour Investment Management & Counsel LLC.1
Ritholtz Wealth Management1
Stifel, Nicolaus & Company, Incorporated news1
Wealthspire Advisors news1
Wrk Investments, LLC1

Advisors in Solon, A to Z

CFP advisors in Solon →

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 Solon, OH?

55 investment adviser representatives are registered at firm offices in Solon, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 45 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Solon?

LPL Financial LLC, with 9 registered advisors in Solon, followed by Cetera Investment Advisers LLC with 6.

How do I check a financial advisor in Solon?

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.