Financial advisers in Westlake, OH

10 registered investment adviser firms in Westlake managing $8.0B in assets, based on public SEC Form ADV filings.

Prosperity Capital Advisors

Westlake, OH · Est. 2011

NationalInternational

Fee-based

AUM: $4.4B
Per adviser: $45M
Advisers: 98

No reported disclosures

Cornerstone Wealth Management

Westlake, OH · Est. 1996

LocalInternational

Fee-based

AUM: $629M
Per adviser: $157M
Advisers: 4

No reported disclosures

Paradigm Wealth Management, LLC

Westlake, OH · Est. 2008

Local

Fee-only

AUM: $563M
Per adviser: $94M
Advisers: 6

No reported disclosures

Balanced Wealth Group LLC

Westlake, OH · Est. 2023

LocalInternational

Fee-based

AUM: $494M
Per adviser: $99M
Advisers: 5

No reported disclosures

Keystone Financial Planning, INC

Westlake, OH · Est. 1987

LocalInternational

Fee-based

AUM: $407M
Per adviser: $203M
Advisers: 2

No reported disclosures

Lesjak Planning, LLC

Westlake, OH · Est. 1980

Local

Fee-based

AUM: $396M
Per adviser: $79M
Advisers: 5

No reported disclosures

Jps Financial, LLC

Westlake, OH · Est. 2014

Local

Fee-based

AUM: $377M
Per adviser: $94M
Advisers: 4

No reported disclosures

Elios Financial Group, INC.

Westlake, OH · Est. 2018

Local

Fee-only

AUM: $332M
Per adviser: $166M
Advisers: 2

No reported disclosures

Michael Brady & Co., LLC

Westlake, OH · Est. 2018

Local

Fee-based

AUM: $249M
Per adviser: $124M
Advisers: 2

No reported disclosures

Kinetic Wealth Investment Advisors, LLC

Westlake, OH · Est. 2023

Local

Fee-based

AUM: $215M
Per adviser: $72M
Advisers: 3

No reported disclosures