Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
21yrs
Brian Large
Financial advisor at Strategic Advisers
Based in Akron, Ohio, Brian Large is a fiduciary financial advisor with 21 years of industry experience. Brian has been with Strategic Advisers since 2025; before that, Brian spent three years at Fidelity Personal and Workplace Advisors and 15 years at Charles Schwab & CO.. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 12% by experience at Strategic Advisers
OfficeAkron, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2006 – 2021Charles Schwab & CO., Inc.Previously
- Aug 2005 – Jan 2006Morgan Stanley DW Inc.Previously
Contact Brian
(617) 563-7000Firm headquarters in Boston, MA. Ask for Brian. Akron, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Strategic Advisers at (617) 563-7000 and ask for Brian Large. Brian works from the Akron, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2005, about 21 years. Top 12% by experience at Strategic Advisers.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience in Akron
Merrill
45yrs
Top 1% by experience in Ohio
Merrill
45yrs
Top 1% by experience in Ohio
Stratos Wealth Partners
44yrs
Top 1% by experience in Akron
EGI Financial
44yrs
Top advisor by experience at EGI Financial