Financial advisors in Rocky River, OH

65 match · page 1 of 3

Alexander Sterba
Financial advisor at Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC · $17.03B AUM
CFP®VerifiedFinancial planning
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James Vitou
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
CFP®VerifiedFinancial planning
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John Ryan
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Kenneth Robinson
Financial advisor at Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC · $3.6B AUM
CFP®VerifiedFinancial planning
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Melis Bilski
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Coletta
Financial advisor at Coletta Capital, LLC
Coletta Capital, LLC · $7.7M AUM
CFP®VerifiedFinancial planning
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Sandria Calio
Financial advisor at Providence Financial Services, LLC
Providence Financial Services, LLC · $12.6M AUM
CFP®VerifiedFinancial planning
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Sean Stamper
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Tiffany Hackney
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Aaron Jameyson
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Alexander Dobbs
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Amy Leamon
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Anthony Goldyn
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Bradley Bartel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Brian Ansevin
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Brian Losey
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
VerifiedFinancial planning
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Christopher Edelman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christopher Murman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Conor Hartman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Daniel Chavayda
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Darrius Davis
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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David Jones
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Debbie Bonvissuto
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Dennis Zaverl
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
VerifiedFinancial planning
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Douglas Sanker
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Dustin Dagastino
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Franco Miranda Alves
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Frederick Schirmer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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George Davis
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Hartman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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 Rocky River, 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 Rocky River, OH.

How this list works

Before you hire an advisor in Rocky River, OH