Financial advisers in Cleveland , OH

AUM: $52.1B
Per adviser: $227M
Advisers: 230

No reported disclosures

Clearstead; Clearstead Advisory Solutions

Cleveland, OH · Est. 1988

AUM: $33.9B
Per adviser: $326M
Advisers: 104

No reported disclosures

Highland Consulting Associates INC.

Cleveland, OH · Est. 1994

AUM: $21.9B
Per adviser: $1.3B
Advisers: 17

No reported disclosures

Townsend Holdings LLC

Cleveland, OH · Est. 2012

AUM: $19.6B
Per adviser: $269M
Advisers: 73

No reported disclosures

Boyd Watterson Asset Management, LLC

Cleveland, OH · Est. 2000

AUM: $18.8B
Per adviser: $369M
Advisers: 51

No reported disclosures

Cbiz Investment Advisory Services, LLC

Cleveland, OH · Est. 2017

National

AUM: $12.8B
Per adviser: $147M
Advisers: 87

No reported disclosures

Wellspring Family Office

Cleveland, OH · Est. 2007

AUM: $5.1B
Per adviser: $460M
Advisers: 11

No reported disclosures

Ancora Private Wealth Advisors, LLC

Cleveland, OH · Est. 2003

AUM: $3.9B
Per adviser: $134M
Advisers: 29

No reported disclosures

Glasfunds, LLC

Cleveland, OH · Est. 2020

AUM: $3.3B
Per adviser: $655M
Advisers: 5

No reported disclosures

Ancora Retirement Plan Advisors, LLC

Cleveland, OH · Est. 2007

AUM: $1.5B
Per adviser: $70M
Advisers: 22

Blue Point Capital Partners LLC

Cleveland, OH · Est. 2012

AUM: $1.4B
Per adviser: $80M
Advisers: 18

No reported disclosures

Mpe Partners

Cleveland, OH · Est. 2017

AUM: $1.4B
Per adviser: $72M
Advisers: 20

No reported disclosures

Journey Wealth Management

Cleveland, OH · Est. 2018

AUM: $1.4B
Per adviser: $82M
Advisers: 17

No reported disclosures

Mcdonald Partners LLC

Cleveland, OH · Est. 2005

AUM: $1.3B
Per adviser: $44M
Advisers: 29

No reported disclosures

Ancora Alternatives LLC

Cleveland, OH · Est. 2021

AUM: $1.1B
Per adviser: $37M
Advisers: 31

Beacon Financial Advisory LLC

Cleveland, OH · Est. 2016

AUM: $901M
Per adviser: $69M
Advisers: 13

No reported disclosures

Vantage Financial Group, INC.

Cleveland, OH · Est. 1988

AUM: $867M
Per adviser: $39M
Advisers: 22

No reported disclosures

Strategic Value Bank Partners LLC

Cleveland, OH · Est. 2018

AUM: $774M
Per adviser: $111M
Advisers: 7

No reported disclosures

Cyprium Partners

Cleveland, OH · Est. 2012

AUM: $760M
Per adviser: $54M
Advisers: 14

No reported disclosures

Citymark Capital Management Company LLC

Cleveland, OH · Est. 2018

AUM: $583M
Per adviser: $49M
Advisers: 12

No reported disclosures

First Fiduciary Investment Counsel INC

Cleveland, OH · Est. 1976

AUM: $566M
Per adviser: $189M
Advisers: 3

No reported disclosures

Resilience Management

Cleveland, OH · Est. 2012

AUM: $546M
Per adviser: $109M
Advisers: 5

Park Edge Advisors, LLC

Cleveland, OH · Est. 2022

AUM: $523M
Per adviser: $105M
Advisers: 5

No reported disclosures

Cleveland Wealth, LLC

Cleveland, OH · Est. 2019

AUM: $507M
Per adviser: $169M
Advisers: 3

No reported disclosures

The O.H.I.O. Fund

Cleveland, OH · Est. 2026

AUM: $475M
Per adviser: $119M
Advisers: 4

No reported disclosures

Return On Life Wealth Partners

Cleveland, OH · Est. 2017

AUM: $473M
Per adviser: $95M
Advisers: 5

No reported disclosures

Reed Financial Services, INC.

Cleveland, OH · Est. 1989

AUM: $389M
Per adviser: $39M
Advisers: 10

No reported disclosures

Cw Industrial Partners, LLC

Cleveland, OH · Est. 2017

AUM: $284M
Per adviser: $35M
Advisers: 8

No reported disclosures

Clutterbuck Capital Management LLC

Cleveland, OH · Est. 2006

AUM: $233M
Per adviser: $58M
Advisers: 4

No reported disclosures

Bright Path Sports Partners, LLC

Cleveland, OH · Est. 2025

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

Bluestone Private Wealth, LLC

Cleveland, OH · Est. 2025

AUM: $190M
Per adviser: $95M
Advisers: 2

No reported disclosures

Highland Consulting Associates International, INC.

Cleveland, OH · Est. 2016

AUM: $77M
Per adviser: —
Advisers: —

No reported disclosures

Cbiz Retirement Plan Advisory Services

Cleveland, OH · Est. 1999

AUM: $9M
Per adviser: $554,567.563
Advisers: 16

No reported disclosures

Keybanc Capital Markets Research, LLC

Cleveland, OH · Est. 2023