Financial advisers in Independence, OH

11 registered investment adviser firms in Independence managing $18.5B in assets, based on public SEC Form ADV filings.

Idr Investment Management, LLC

Independence, OH · Est. 2017

Regional

Fee-only

AUM: $10.2B
Per adviser: $784M
Advisers: 13

No reported disclosures

Fairway Wealth Management LLC

Independence, OH · Est. 2020

RegionalInternational

Fee-based

AUM: $3.0B
Per adviser: $331M
Advisers: 9

No reported disclosures

Strategic Wealth Partners, Ltd.

Independence, OH · Est. 2014

RegionalInternational

Fee-based

AUM: $1.6B
Per adviser: $82M
Advisers: 20

No reported disclosures

Riverview Research, LLC

Independence, OH · Est. 2013

Local

Fee-based

AUM: $991M
Per adviser: $991M
Advisers: 1

No reported disclosures

Tempo Wealth

Independence, OH · Est. 2025

Local

Fee-based

AUM: $804M
Per adviser: $161M
Advisers: 5

No reported disclosures

Prasad Wealth Partners

Independence, OH · Est. 2024

Local

Fee-based

AUM: $572M
Per adviser: $114M
Advisers: 5

Edgewater Capital Partners

Independence, OH · Est. 2020

Local

Fee-only

AUM: $467M
Per adviser: $26M
Advisers: 18

No reported disclosures

Gatepass Capital, LLC

Independence, OH · Est. 2024

Local

Fee-based

AUM: $299M
Per adviser: $60M
Advisers: 5

No reported disclosures

Independence Wealth Advisors, LLC

Independence, OH · Est. 2024

Local

Fee-based

AUM: $210M
Per adviser: $42M
Advisers: 5

No reported disclosures

Enza Financial, LLC

Independence, OH · Est. 2022

Local

Fee-only

AUM: $191M
Per adviser: $48M
Advisers: 4

No reported disclosures

Swp Investment Management LLC

Independence, OH · Est. 2024

Local

Fee-only

AUM: $138M
Per adviser: $28M
Advisers: 5

No reported disclosures