Financial advisors in Solon, OH

56 match · page 1 of 2

Aaron Simpson
Financial advisor at Alpha Planning and Financial Services, Inc.
Alpha Planning and Financial Services, Inc. · $112.8M AUM
CFP®VerifiedFinancial planning
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Brenda Johnson
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Cory Nutter
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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David Bizjak
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Diane Dodson
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Francis Beam
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Karin Stifler
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
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Matthew Puflea
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Smita Samant
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Sunwook Jin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Aimee Caraballo
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Anne-Catherine Vinickas
Financial advisor at Redwood Financial Network
Redwood Financial Network · $262.8M AUM
VerifiedFinancial planning
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Bo Li
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Caroline Aarons
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Charles Melsher
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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Christopher Carey
Financial advisor at Ritholtz Wealth Management
Ritholtz Wealth Management · $9.42B AUM
VerifiedFinancial planning
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Dan Kopcak
Financial advisor at Redwood Financial Network
Redwood Financial Network · $262.8M AUM
VerifiedFinancial planning
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David Grossman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Dee Price
Financial advisor at Affinity Financial LLC
Affinity Financial LLC · $2.1M AUM
VerifiedFinancial planning
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Emily Heyman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Gautam Pai
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Helen Hartman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jacob White
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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James Blue
Financial advisor at Private Harbour Investment Management & Counsel LLC.
Private Harbour Investment Management & Counsel LLC. · $169.2M AUM
VerifiedFinancial planning
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Jeffrey Meeks
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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John Goodson
Financial advisor at Alpha Planning and Financial Services, Inc.
Alpha Planning and Financial Services, Inc. · $112.8M AUM
VerifiedFinancial planning
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Joseph Rea
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Judith Caine
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Dibartolomeo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Tidmore
Financial advisor at Horter Investment Management, LLC
Horter Investment Management, LLC · $314.5M 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 Solon, 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 Solon, OH.

How this list works

Before you hire an advisor in Solon, OH