Firms by city
Registered investment advisers in Akron, OH
2 SEC-registered advisers headquartered in Akron, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Sequoia Financial AdvisorsCRD 117756 | Akron, OH | $32.24B | 195 | 11,218 |
| Valmark AdvisersCRD 108050 | Akron, OH | $10.17B | 280 | 14,890 |
Sequoia Financial AdvisorsCRD 117756$32.24B
- Headquarters
- Akron, OH
- Advisory staff
- 195
- Clients
- 11,218
Valmark AdvisersCRD 108050$10.17B
- Headquarters
- Akron, OH
- Advisory staff
- 280
- Clients
- 14,890
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Akron on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.