
By David P. Meyer, Esq. and Courtney Werning, Esq. David P. Meyer is the founder and managing principal of Meyer Wilson Werning, past president of the Public Investors Advocate Bar Association (PIABA), and author of the Amazon #1 best-seller The Investor Protector: Stories of Triumph Over Financial Advisors Who Lie, Cheat, and Steal. Courtney Werning is a principal at the firm, currently serves as Vice-President of PIABA, and has been quoted in The Wall Street Journal and Bloomberg, among many other journals.
Last reviewed: 09/2026. Request a free case review, or see the results we have won.
Meyer Wilson Werning represents investors in all 50 states and from around the world. We have recovered over $350 million since 1999. From our offices around the country, and through FINRA arbitration forums in every state, our securities fraud lawyers pursue brokers, advisors, and firms wherever they harmed the people who trusted them. If a financial professional cost you a significant part of your savings, it does not matter where you live. We will review what happened at no cost.
A National Practice With Local Roots
Most securities claims are decided in FINRA arbitration, and FINRA holds hearings in every state, usually in the location closest to where the investor lived when the problem occurred. That means you rarely have to travel far, and it means we can represent you close to home. We handle every matter on a contingency fee basis, so there is never a cost to find out where you stand. The states below are where we are most active, and several are home to one of our offices.
We Are The firm other lawyers
call for support.
Fraud Follows the Local Economy
Here is the pattern most investor-protection advice misses. Fraud is not randomly distributed, and generic warnings to “watch for guaranteed returns” only go so far. In our experience across more than two decades of cases, investment fraud tracks the local economy, clustering around whatever asset a region’s wealth is concentrated in. Where a region built its savings, that is where the fraud goes looking.
That is why our state sections below read differently from one another. The auto-industry pensions of Michigan, the energy investments of the Gulf Coast, the pre-IPO shares of Silicon Valley, and the retirement accounts of Florida each attract a distinct kind of misconduct. The most useful protection is not vague vigilance but regional pattern recognition, and it is what a firm handling these cases nationwide can bring that a purely local practice cannot.
Ohio
Ohio is our home base. Our main office is on West Nationwide Boulevard in downtown Columbus, and our second Ohio office sits at 4781 Richmond Road in Warrensville Heights, just outside Cleveland. Decades of practice here have made us a familiar presence before Ohio regulators, Ohio courts, and the arbitration panels that hear investor claims across the state.
- Columbus concentrates insurance and financial-services companies, and Ohio’s manufacturing base has left many retirees relying on pensions and retirement accounts that make them frequent targets for unsuitable recommendations and churning.
- We represent investors statewide, from Columbus and Cleveland to Cincinnati, Akron, Dayton, and Toledo.
Learn more about our work for Ohio investors.
We Have Recovered Over
$350 Million for Our Clients Nationwide.
Michigan
Our Michigan office is on Woodward Avenue in Bloomfield Hills, in the Detroit metropolitan area. Michigan’s long industrial history has left many residents with pensions, retirement rollovers, and hard-earned savings that create targets for unsuitable sales.
- Auto-industry retirees and pensioners are frequently pushed into unsuitable annuities and rollover strategies, which are among the claims we pursue most often here.
- We serve clients across the state, from Detroit and Grand Rapids to Ann Arbor, Troy, and Grosse Pointe.
Learn more about our work for Michigan investors.
Our lawyers are nationwide leaders in investment fraud cases.
California
A significant amount of work is in California, where Principal Matthew Wilson is also licensed. Our California office is in the Century Plaza Towers on Century Park East in Los Angeles. California sees an outsized share of securities and pre-IPO fraud, and its investors have some of the strongest legal protections in the country. California’s Corporate Securities Law of 1968 lets defrauded investors recover without proving the seller intended to deceive, and we assert it alongside federal and FINRA claims.
- Tech wealth makes pre-IPO shares and private placements a common vehicle for fraud, and we pursue those claims aggressively.
- We represent investors from Los Angeles and San Francisco to San Diego, San Jose, Sacramento, and Fresno.
Learn more about our work for California investors.
Louisiana
Our New Orleans office is on Camp Street in the Central Business District. From there, we represent investors throughout the state and along the Gulf Coast, where energy-linked investments are especially common.
- Oil, gas, and other energy investments are heavily marketed in the region and are a frequent source of unsuitable, overconcentrated portfolios.
- We serve clients from New Orleans and Baton Rouge to Shreveport and Lafayette.
Learn more about our work for Louisiana investors.
Florida
Florida is one of our most active states, driven by its enormous population of retirees living on fixed incomes.
- Retirees are prime targets for annuity abuse, affinity fraud, and high-pressure sales of complex or illiquid products.
- We serve clients from Miami and Tampa to Orlando, Jacksonville, Fort Lauderdale, and the Gulf Coast retirement communities.
Learn more about our work for Florida investors.
Georgia
Atlanta is the financial heart of the Southeast, and it anchors our work across the state. Our attorneys regularly represent Georgia investors in FINRA arbitration and state court.
- As a regional financial hub, Atlanta has a high concentration of brokers and advisors, and a corresponding volume of misconduct claims.
- We represent clients from Atlanta to Savannah, Augusta, Columbus, and Macon.
Learn more about our work for Georgia investors.
Pennsylvania
Pennsylvania is a growing focus for our firm, with a deep bench of retirement savers and a financial sector concentrated around Philadelphia. Investors across the Commonwealth turn to us when a broker or advisor put their own interests ahead of a client’s.
- Philadelphia’s large financial services presence, along with the Main Line’s concentration of high-net-worth households, makes the region a frequent source of unsuitable recommendations and breach of fiduciary duty claims.
- We represent investors from Philadelphia and Pittsburgh to Harrisburg, Allentown, and Lancaster.
Learn more about our work for Pennsylvania investors.
Utah
Utah has become an increasingly active state for our firm, driven in part by a wave of affinity fraud that preys on tight-knit community and religious networks. Investors along the Wasatch Front and beyond come to us after a trusted advisor or a fraudulent scheme cost them their savings.
- Affinity fraud and Ponzi schemes are especially common in Utah, where fraudsters often exploit shared community or religious ties to gain a victim’s trust before ever mentioning an investment.
- We represent investors from Salt Lake City and Provo to Park City, St. George, and Ogden.
Learn more about our work for Utah investors.
Arizona
Arizona draws a steady stream of retirees relocating for its warm climate and lower cost of living, and that same appeal has made the state a hotspot for advisors targeting fixed-income savings. We represent investors throughout the Phoenix metro area and beyond.
- Retirees relocating to Arizona are frequently targeted with unsuitable annuities, high-commission products, and aggressive rollover recommendations shortly after they arrive.
- We represent investors from Phoenix and Scottsdale to Tucson, Mesa, and Sun City.
Learn more about our work for Arizona investors.
The Same Standard, Wherever You Are
No matter which state you are in, the core of your case is the same. A broker or advisor who put commissions or their own interests ahead of yours can be held accountable under federal securities law, FINRA rules, and often your own state’s securities statutes. We investigate what happened, gather the account records and communications that prove it, and pursue recovery through arbitration or litigation.
You can also check any broker or firm yourself using public disciplinary records on FINRA’s BrokerCheck tool and the brokerage firm profiles we maintain.
Why Investors Nationwide Choose Meyer Wilson Werning
- We have recovered over $350 million for investors and hold more than 75 years of combined experience, and we keep caseloads low so each client gets real attention.
- Our attorneys are recognized leaders in investor protection, anchored by our founder’s record-setting $261 million jury verdict against Prudential Securities on behalf of 200 retirees.
- We are the firm other attorneys call, and investors across the country can read what past clients say about working with us.
Contact Us From Anywhere in the Country
Wherever you live, if a broker or financial advisor cost you a significant part of your savings, you do not have to accept the loss. Contact Meyer Wilson Werning for a free, confidential review with a securities fraud lawyer licensed to fight for investors nationwide, and remember that you owe nothing unless we recover for you.
Meyer Wilson Werning. Call 844-410-9143. Request a free case review. Offices in Ohio, California, Michigan, and Louisiana, representing clients nationwide.
Find Your State
Each state below links to a page with that state’s own securities law, FINRA hearing locations, filing deadlines, and the regional fraud patterns we see there.
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Recovering Losses Caused by Investment Misconduct.

