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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westerville, OH

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

146 registered advisors work in Westerville; the most are at LPL Financial LLC (19). 29 list the CFP designation and 96 are also registered broker representatives.

Firms with the most advisors in Westerville

FirmAdvisors in Westerville
LPL Financial LLC news19
Edward Jones news10
Wells Fargo Clearing Services, LLC news8
J.P. Morgan Securities LLC news7
Buckeye Wealth Management LLC4
Morgan Stanley news4
Shaffer Capital4
State Farm Investment Management Corp.4
Swisher Financial Concepts, Inc.4
Wealthbridge Capital Management, LLC4
Ameriprise Financial Services, LLC news3
Arseneau Financial3
Bankers Life Advisory Services, Inc.3
Cetera Investment Advisers LLC news3
Eastwind Capital Wealth Management3
Fc Wealth Solutions LLC3
Fifth Third Securities, Inc.3
Jericho Financial3
Private Advisor Group, LLC3
Raymond James Financial Services Advisors, Inc. news3
Strategic Advisers LLC3
U.S. Bancorp Advisors, LLC3
Yarger Wealth Strategies, LLC3
Ae Wealth Management, LLC2
Cambridge Investment Research Advisors, Inc. news2

Advisors in Westerville, A to Z

CFP advisors in Westerville →

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 165Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96

Questions

How many financial advisors are in Westerville, OH?

146 investment adviser representatives are registered at firm offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 96 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Westerville?

LPL Financial LLC, with 19 registered advisors in Westerville, followed by Edward Jones with 10.

How do I check a financial advisor in Westerville?

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.