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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Independence, OH.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

6 financial advisors11 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

11 advisory firmsCompare public facts. Verify experience directly.
6 financial advisors11 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

EDGEWATER CAPITAL PARTNERSCRD 162735

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO COMPANY MANAGEMENT SERVICESPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ENZA FINANCIAL, LLCCRD 315827

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FAIRWAY WEALTH MANAGEMENT LLCCRD 311031

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GATEPASS CAPITAL, LLCCRD 329404

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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IDR INVESTMENT MANAGEMENT, LLCCRD 286208

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Investment companiesPension and profit sharing plansPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INDEPENDENCE WEALTH ADVISORS, LLCCRD 306236

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PRASAD WEALTH PARTNERSCRD 332507

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RIVERVIEW RESEARCH, LLCCRD 162318

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STRATEGIC WEALTH PARTNERS, LTD.CRD 148586

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SWP INVESTMENT MANAGEMENT LLCCRD 331314

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TEMPO WEALTHCRD 336316

Advisory firm

Filed advisory firm office: Independence, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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