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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Chester Township, OH

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

6 registered advisors work in West Chester Township; the most are at Captrust (2). 3 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in West Chester Township

FirmAdvisors in West Chester Township
Captrust news2
Vanweelden Wealth Management, LLC2
Ameriprise Financial Services, LLC news1
Money Concepts Capital Corp.1

Advisors in West Chester Township, A to Z

CFP advisors in West Chester Township →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102

Questions

How many financial advisors are in West Chester Township, OH?

6 investment adviser representatives are registered at firm offices in West Chester Township, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in West Chester Township?

Captrust, with 2 registered advisors in West Chester Township, followed by Vanweelden Wealth Management, LLC with 2.

How do I check a financial advisor in West Chester Township?

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.