Financial advisors in Westlake, OH

329 match · page 1 of 11

Aaron Vaughn
Financial advisor at Fortis Capital Advisors, LLC
Fortis Capital Advisors, LLC · $1.62B AUM
CFP®VerifiedFinancial planning
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Alexandra Nero
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Austin Marciniak
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Benjamin Campbell
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Beverly Stiegele
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Blake Smith
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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Brandon Spitzer
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Brandon Steinhagen
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Bryan Kissling
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Cameron Brady
Financial advisor at Michael Brady & Co., LLC
Michael Brady & Co., LLC · $248.6M AUM
CFP®VerifiedFinancial planning
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Charles Ehrenfried
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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Chelsea Stockhaus
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Christina Fanourakis
Financial advisor at Cornerstone Wealth Management
Cornerstone Wealth Management · $628.7M AUM
CFP®VerifiedFinancial planning
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Cynthia McHugh
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Daniel Latham
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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David Alison
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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David Buckwald
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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Drew Roggenburk
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Gregg Timura
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Gregory Pinter
Financial advisor at Jps Financial, LLC
Jps Financial, LLC · $377M AUM
CFP®VerifiedFinancial planning
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James Eastwood
Financial advisor at Amfg Wealth Management LLC
Amfg Wealth Management LLC · $58.7M AUM
CFP®VerifiedFinancial planning
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Jason Pence
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Dattolo
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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Jeffrey Hurst
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Jeffrey Warnkin
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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John Arch
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Jonathan Kesselman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joshua Harrell
Financial advisor at Balanced Wealth Group LLC
Balanced Wealth Group LLC · $494.1M AUM
CFP®VerifiedFinancial planning
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Joshua Melda
Financial advisor at Cleveland Retirement Planning LLC
Cleveland Retirement Planning LLC · $48.8M AUM
CFP®VerifiedFinancial planning
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Kathleen Berne
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®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 Westlake, 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 Westlake, OH.

How this list works

Before you hire an advisor in Westlake, OH