Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Willoughby Hills, OH
Every SEC-registered investment adviser representative at a firm office in Willoughby Hills, with the firms that employ the most of them.
17 registered advisors work in Willoughby Hills; the most are at &Partners (4). 6 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Willoughby Hills
Advisors in Willoughby Hills, A to Z
CFP advisors in Willoughby Hills →- Jonathan D. BarnaLPL Financial LLC · Certified Financial Planner
- David E. Bucholtz Jr.&Partners · Certified Financial Planner
- Isaac J. Bushen&Partners · Certified Financial Planner
- Robert CozartKestra Advisory Services, LLC
- Ryan J. CunninghamLPL Financial LLC
- David Dal BroiEdward Jones · Chartered Financial Analyst
- Michael A. Germo&Partners · Certified Financial Planner
- Ayman S. GhoushehFifth Third Securities, Inc.
- Scott C. HannaWestpoint Wealth Management, LLC
- Regina F. IafeliceRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Benjamin KeiperJ.P. Morgan Securities LLC
- Victoria M. MannarinoLPL Financial LLC · Certified Financial Planner
- Leonard S. PefferJ.P. Morgan Securities LLC
- Evan PircThrivent Investment Management Inc.
- Phillip M. RiniStratos Wealth Partners, Ltd.
- Paula A. StrumblyIndependent Financial Group, LLC
- James F. Tracz Jr.&Partners
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 Hills, OH?
17 investment adviser representatives are registered at firm offices in Willoughby Hills, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Willoughby Hills?
&Partners, with 4 registered advisors in Willoughby Hills, followed by LPL Financial LLC with 3.
How do I check a financial advisor in Willoughby Hills?
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.