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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Willoughby, OH

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

The short answer

48 registered advisors work in Willoughby; the most are at Hantz Financial Services, Inc. (8). 6 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Willoughby

FirmAdvisors in Willoughby
Hantz Financial Services, Inc.8
Pfs Investments Inc.6
W&S Brokerage Services, Inc.5
Cetera Investment Advisers LLC news4
Equitable Advisors, LLC news4
W&S Advisory Services, LLC3
Edward Jones news2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Osaic Wealth, Inc. news2
Ameriprise Financial Services, LLC news1
Citizens Securities, Inc.1
Darcy Brix Investment Representative, Inc.1
Independence Capital Co., Inc.1
Kenneth A. Dery & Associates1
Key Investment Services LLC1
Lincoln Investment1
Mariner news1
Michael G Miller1
PNC Wealth Management LLC1
Purtill Financial LLC1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Willoughby, A to Z

CFP advisors in Willoughby →

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 Willoughby, OH?

48 investment adviser representatives are registered at firm offices in Willoughby, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Willoughby?

Hantz Financial Services, Inc., with 8 registered advisors in Willoughby, followed by Pfs Investments Inc. with 6.

How do I check a financial advisor in Willoughby?

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.