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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Toledo, OH

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

316 registered advisors work in Toledo; the most are at Morgan Stanley (31). 34 list the CFP designation and 282 are also registered broker representatives.

Firms with the most advisors in Toledo

FirmAdvisors in Toledo
Morgan Stanley news31
LPL Financial LLC news27
Ameriprise Financial Services, LLC news24
MML Investors Services, LLC23
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Edward Jones news17
Ameritas Advisory Services, LLC15
Osaic Wealth, Inc. news15
Wells Fargo Clearing Services, LLC news12
Cetera Investment Advisers LLC news11
Raymond James Financial Services Advisors, Inc. news9
State Farm Investment Management Corp.8
Fifth Third Securities, Inc.6
RBC Capital Markets, LLC news6
Robert W. Baird & Co. Incorporated news6
Croak Capital5
Key Investment Services LLC5
Kmg Fiduciary Partners, LLC5
PNC Wealth Management LLC5
Bfc Planning, Inc.4
Eagle Strategies LLC4
Gryphon Financial Partners4
Northwestern Mutual Investment Services, LLC4
Spc4
Strategic Advisers LLC4

Advisors in Toledo, A to Z (first 300 of 316)

CFP advisors in Toledo →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96

Questions

How many financial advisors are in Toledo, OH?

316 investment adviser representatives are registered at firm offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 282 of them are also registered as broker representatives, and 34 list the CFP designation.

Which firm has the most financial advisors in Toledo?

Morgan Stanley, with 31 registered advisors in Toledo, followed by LPL Financial LLC with 27.

How do I check a financial advisor in Toledo?

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.