Financial advisors in Richfield, OH

39 match · page 1 of 2

Amanda Crighton
Financial advisor at Rabe Investment Consulting Group
Rabe Investment Consulting Group · $147.3M AUM
CFP®VerifiedFinancial planning
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Brian Davis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Christian McEntire
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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David Minich
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
CFP®VerifiedFinancial planning
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Jacob Merton
Financial advisor at Sikich Financial
Sikich Financial · $1.18B AUM
CFP®VerifiedFinancial planning
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James Gehring
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Howd
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
CFP®VerifiedFinancial planning
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Justin Hamlin
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Matthew Zepp
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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Michael Dempsey
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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Ryan Vollweiler
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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William Matthews
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Antonio Belmonte
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Benjamin Wooley
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Cheryl Norman
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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David Harry
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Dennis Kelley
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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John Gromofsky
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathon Mahilo
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Kaija Bruveris
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Leeanne McCabe
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Logan Cingel
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Bryan
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Michael Rabe
Financial advisor at Rabe Investment Consulting Group
Rabe Investment Consulting Group · $147.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Sheppard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Michael Storm
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Neven Zelich
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
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Nicholas Kearney
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Patrick Hammer
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Evanoff
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Richfield, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Richfield, OH.

How this list works

Before you hire an advisor in Richfield, OH