AdvisorGrade

Financial advisers in Shaker Heights, OH

2 registered investment adviser firms in Shaker Heights managing $3.8B in assets, based on public SEC Form ADV filings.

Align Capital Partners, LP

Shaker Heights, OH · Est. 2016

Regional
Fee-only
AUM
$2.4B
Per adviser
$105M
Advisers
23

No reported disclosures

Capital Advisors, Ltd., LLC

Shaker Heights, OH · Est. 2010

Regional
Fee-based
AUM
$1.4B
Per adviser
$124M
Advisers
11

No reported disclosures