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AdvisorCensus / Financial advisors / Ohio / Akron, OH / Branch offices

Advisory firms with an office in Akron, OH, headquartered elsewhere

30 investment advisory firms with a principal office outside the Akron, OH metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Akron, OH ยท How this list is built

FirmOfficeHeadquartersRegistration
Beacon Financial Advisory LLCTwinsburg, OHCleveland, OHSEC-registered investment adviser
Beacon Pointe Advisors, LLCAkron, OHNewport Beach, CASEC-registered investment adviser
Bruton Chisnell Advisors, LLCBarberton, OHDowningtown, PASEC-registered investment adviser
CaptrustUniontown, OHRaleigh, NCSEC-registered investment adviser
Charles Schwab & Co., Inc.Richfield, OHSan Francisco, CASEC-registered investment adviser
Charles Schwab Investment Management, IncRichfield, OHSan Francisco, CASEC-registered investment adviser
Clearstead; Clearstead Advisory SolutionsHudson, OHCleveland, OHSEC-registered investment adviser
Cookson Peirce Wealth ManagementFairlawn, OHPittsburgh, PASEC-registered investment adviser
Dakota Wealth, LLCAkron, OHPalm Beach Gardens, FLSEC-registered investment adviser
Financial Management Strategies, Inc.Akron, OHBroadview Hts., OHSEC-registered investment adviser
Galvin, Gaustad & Stein, LLCTownsburg, OHScottsdale, AZSEC-registered investment adviser
Golden Reserve Retirement, LLCAkron, OHDublin, OHSEC-registered investment adviser
Hornor, Townsend & Kent, LLCAkron, OHConshohocken, PASEC-registered investment adviser
Huntington Financial AdvisorsCuyahoga Falls, OHColumbus, OHSEC-registered investment adviser
Journey Wealth ManagementAkron, OHCleveland, OHSEC-registered investment adviser
Lineweaver Wealth AdvisorsAkron, OHValley View, OHSEC-registered investment adviser
Momentum Independent Network Inc.Akron, OHDallas, TXSEC-registered investment adviser
On Investment Management CoCuyahoga Falls, OHCincinnati, OHSEC-registered investment adviser
Oneascent Financial Services LLCAkron, OHBirmingham, ALSEC-registered investment adviser
OnesevenAkron, OHBeachwood, OHSEC-registered investment adviser
Osaic Institutions, Inc.Ravenna, OHMeriden, CTSEC-registered investment adviser
RFG Advisory, LLCCuyahoga Falls, OHVestavia Hills, ALSEC-registered investment adviser
Royal Fund Management, LLCNew Franklin, OHLady Lake, FLSEC-registered investment adviser
Schwab Wealth Advisory, Inc.Richfield, OHSan Francisco, CASEC-registered investment adviser
Sikich FinancialRichfield, OHSpringfield, ILSEC-registered investment adviser
Stratos Wealth Partners, LtdAkron, OHBeachwood, OHSEC-registered investment adviser
Vantage Financial Group, Inc.Northfield, OHCleveland, OHSEC-registered investment adviser
W&S Brokerage Services, Inc.Akron, OHCincinnati, OHSEC-registered investment adviser
Wealth Enhancement Advisory Services, LLCAkron, OHPlymouth, MNSEC-registered investment adviser
Whitaker-Myers Wealth Managers, Ltd.Akron, OHMansfield, OHSEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

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AdvisorCensus. Advisory firms with an office in Akron, OH, headquartered elsewhere. https://advisorcensus.com/advisors/oh/akron/branch-offices
https://advisorcensus.com/advisors/oh/akron/branch-offices