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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Worthington, OH

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

The short answer

138 registered advisors work in Worthington; the most are at Pfs Investments Inc. (32). 18 list the CFP designation and 108 are also registered broker representatives.

Firms with the most advisors in Worthington

FirmAdvisors in Worthington
Pfs Investments Inc.32
Ameriprise Financial Services, LLC news19
LPL Financial LLC news9
Osaic Wealth, Inc. news7
Balance Wealth6
Raymond James Financial Services Advisors, Inc. news6
Thrivent Investment Management Inc.6
Equitable Advisors, LLC news5
Ameritas Advisory Services, LLC4
Edward Jones news3
Kestra Advisory Services, LLC news3
Royal Oak Financial Group3
Stratos Wealth Partners, Ltd.3
Worthington Wealth Management3
Brookstone Capital Management LLC2
Gianola Financial Planning, LLC2
J.P. Morgan Securities LLC news2
Kestra Private Wealth Services, LLC news2
Rossby Financial, LLC2
Stonex Advisors Inc.2
Valmark Advisers, Inc.2
W3 Wealth Advisors, LLC2
Compass Financial Group, Inc.1
Creative Planning news1
Dynasty Financial Planners news1

Advisors in Worthington, A to Z

CFP advisors in Worthington →

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 144Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96

Questions

How many financial advisors are in Worthington, OH?

138 investment adviser representatives are registered at firm offices in Worthington, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 108 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Worthington?

Pfs Investments Inc., with 32 registered advisors in Worthington, followed by Ameriprise Financial Services, LLC with 19.

How do I check a financial advisor in Worthington?

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.