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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sylvania, OH

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

The short answer

81 registered advisors work in Sylvania; the most are at Venture Visionary Partners LLC (22). 10 list the CFP designation and 42 are also registered broker representatives.

Firms with the most advisors in Sylvania

FirmAdvisors in Sylvania
Venture Visionary Partners LLC22
Sjs Investment Services15
Pfs Investments Inc.7
Cetera Investment Advisers LLC news6
LPL Financial LLC news5
UBS Financial Services Inc. news4
J.P. Morgan Securities LLC news3
Cambridge Investment Research Advisors, Inc. news2
Charles Schwab & Co., Inc. news2
Exodus Wealth, LLC2
Fifth Third Securities, Inc.2
MML Investors Services, LLC2
The Retirement Guys Formula2
Vantage Financial Group, Inc.2
Ameritas Advisory Services, LLC1
Desert Rose Capital Management, Inc.1
Edelman Financial Engines news1
Edward Jones news1
Equitable Advisors, LLC news1
Osaic Wealth, Inc. news1
Thunderbird Financial Coaching1

Advisors in Sylvania, A to Z

CFP advisors in Sylvania →

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 Sylvania, OH?

81 investment adviser representatives are registered at firm offices in Sylvania, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 42 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Sylvania?

Venture Visionary Partners LLC, with 22 registered advisors in Sylvania, followed by Sjs Investment Services with 15.

How do I check a financial advisor in Sylvania?

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.