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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Twinsburg, OH

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

21 registered advisors work in Twinsburg; the most are at Lincoln Investment (4). 0 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in Twinsburg

FirmAdvisors in Twinsburg
Lincoln Investment4
Osaic Wealth, Inc. news4
Strategic Advisers LLC3
Ameriprise Financial Services, LLC news2
Beacon Financial Advisory LLC2
Capital Analysts2
LPL Financial LLC news2
Edward Jones news1
Fifth Third Securities, Inc.1
Great Lakes Financial Companies Inc.1
J.P. Morgan Securities LLC news1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1

Advisors in Twinsburg, A to Z

Search all of Ohio →

Other cities in Ohio

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Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108

Questions

How many financial advisors are in Twinsburg, OH?

21 investment adviser representatives are registered at firm offices in Twinsburg, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Twinsburg?

Lincoln Investment, with 4 registered advisors in Twinsburg, followed by Osaic Wealth, Inc. with 4.

How do I check a financial advisor in Twinsburg?

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.