Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Springboro, OH
Every SEC-registered investment adviser representative at a firm office in Springboro, with the firms that employ the most of them.
The short answer
38 registered advisors work in Springboro; the most are at Invest Capital Partners (7). 5 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Springboro
Advisors in Springboro, A to Z
CFP advisors in Springboro →- John W. Bach Jr.Invest Capital Partners · Certified Financial Planner
- Nathaniel M. BakerState Farm Investment Management Corp. · Chartered Financial Consultant
- Holly R. BanfordFifth Third Securities, Inc.
- Elizabeth E. BraunPfs Investments Inc.
- Kurtis W. CampbellCetera Investment Advisers LLC
- Lena A. DabbasPNC Wealth Management LLC
- Brett S. DerrowEdward Jones
- Vincent P. DipietroInvest Capital Partners
- Tyler EvansJ.P. Morgan Securities LLC
- Lucas FrazierInvest Capital Partners
- Christian A. GilbertMcCarthy Wealth & Tax Advisors · Certified Financial Planner
- Norman G. GreveyPrivate Advisor Group, LLC
- William V. GrizinskiPlanmember Securities Corporation
- Michael W. HardyHorace Mann Investors, Inc. · Certified Financial Planner
- David R. HeberlingEdward Jones
- Stephen H. Hecker Jr.Bcd Advisors
- Brad E. KiplingerKiplinger Wealth Advisors
- Douglas J. KooglerKiplinger Wealth Advisors
- James M. LingPNC Wealth Management LLC
- Jeffrey A. LutzInvest Capital Partners
- Jessica S. MarrinanMcCarthy Wealth & Tax Advisors
- Aaron R. MertenInvest Capital Partners
- Katherine W. MitakidesInvest Capital Partners
- Michael D. MonaghanAllstate Financial Advisors, LLC
- Douglas J. MooreFinancial Counseling, Inc.
- Jeremy W. PaytonEdward Jones · Certified Financial Planner
- Shelley R. PeroneJ.P. Morgan Securities LLC
- Thomas M. PhillipsKiplinger Wealth Advisors
- Michael PurcellKiplinger Wealth Advisors
- Curtis M. Riley IIInvest Capital Partners
- Richard SmithFifth Third Securities, Inc.
- Casey StevensonAxim Planning & Wealth
- Michael K. ThompsonLPL Financial LLC
- Kimberly A. TuckerEdward Jones
- Parker A. VaughanFinancial Counseling, Inc. · Certified Financial Planner
- Stevan M. VaughanFinancial Counseling, Inc.
- Candace L. WalkerUBS Financial Services Inc.
- Alyshia WebbFifth Third Securities, Inc.
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 Springboro, OH?
38 investment adviser representatives are registered at firm offices in Springboro, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Springboro?
Invest Capital Partners, with 7 registered advisors in Springboro, followed by Edward Jones with 4.
How do I check a financial advisor in Springboro?
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.