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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Troy, OH

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

The short answer

67 registered advisors work in Troy; the most are at Wells Fargo Advisors Financial Network, LLC (27). 5 list the CFP designation and 63 are also registered broker representatives.

Firms with the most advisors in Troy

FirmAdvisors in Troy
Wells Fargo Advisors Financial Network, LLC news27
Edward Jones news6
Ameriprise Financial Services, LLC news4
Park Avenue Securities LLC4
Cambridge Investment Research Advisors, Inc. news3
Fifth Third Securities, Inc.3
State Farm Investment Management Corp.3
Cetera Investment Advisers LLC news2
LPL Financial LLC news2
Aegis Wealth Management, Inc.1
Commonwealth Financial Network news1
J.P. Morgan Securities LLC news1
Lincoln Investment1
Lonestar Registered Investment Advisors, LLC1
Newedge Advisors1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Private Advisor Group, LLC1
Stonex Advisors Inc.1
Turnstone Financial1
Wealthcare Advisory Partners LLC1
World Investment Advisors, LLC1

Advisors in Troy, A to Z

CFP advisors in Troy →

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 Troy, OH?

67 investment adviser representatives are registered at firm offices in Troy, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 63 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Troy?

Wells Fargo Advisors Financial Network, LLC, with 27 registered advisors in Troy, followed by Edward Jones with 6.

How do I check a financial advisor in Troy?

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.