Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Beachwood, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 15 non-vetted financial advisors in Beachwood, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beachwood, Ohio have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
STRATOS WEALTH PARTNERS, LTD 3750 Park East Dr, Ste 200 Beachwood, OH, 44122 | 153184 | $10,316,254,814 | 33863 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS) |
ORG PORTFOLIO MANAGEMENT LLC 3201 Enterprise Parkway, Suite 150 Beachwood, OH, 44122 | 130198 | $4,017,744,868 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PER-PROJECT FEE) |
STRATOS WEALTH ADVISORS LLC 3750 Park East Drive, Suite 200 Beachwood, OH, 44122 | 283816 | $3,549,414,846 | 12212 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS) |
CM WEALTH ADVISORS LLC 2000 Auburn Drive, Suite 400 Beachwood, OH, 44122-4327 | 119467 | $2,984,526,622 | 558 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (% OF ASSETS MONITORED) |
MGO ONE SEVEN 24400 Chagrin Blvd., Suite 310 Beachwood, OH, 44122 | 283087 | $2,429,831,166 | 10151 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS) |
FUNDAMENTUM, LLC 3750 Park East Drive Suite 200, Beachwood, OH, 44122 | 283850 | $1,138,007,669 | 3251 | A Percentage of AUM |
VAN CLEEF ASSET MANAGEMENT INC 3201 Enterprise Pkwy, Suite 140 Beachwood, OH, 44122 | 105768 | $762,547,909 | 623 | A Percentage of AUM |
TRUCLARITY WEALTH ADVISORS 24400 Chagrin Blvd, Suite 310 Beachwood, OH, 44122 | 305145 | $690,928,603 | 2346 | A Percentage of AUM, Fixed Fees |
WINSLOW ASSET MANAGEMENT INC 3333 Richmond Rd #180, Beachwood, OH, 44122 | 106337 | $504,368,964 | 146 | A Percentage of AUM, Fixed Fees |
TYLER-STONE WEALTH MANAGEMENT, LLC 3601 Green Road, Suite 100 Beachwood, OH, 44122 | 173667 | $390,737,607 | 1493 | A Percentage of AUM, Hourly charges, Fixed Fees |
ADAPTIVE FINANCIAL CONSULTING, LLC 3401 Enterprise Parkway, Suite 340 Beachwood, OH, 44122 | 288185 | $336,898,466 | 458 | A Percentage of AUM |
WALDEN WEALTH PARTNERS LLC 3201 Enterprise Parkway, Suite 100, Beachwood, OH, 44122 | 226583 | $295,940,227 | 553 | A Percentage of AUM, Fixed Fees |
SHAKER INVESTMENTS 3201 Enterprise Parkway, Suite 310 Beachwood, OH, 44122-7337 | 119135 | $194,159,223 | 245 | A Percentage of AUM, Performance Based |
TURNCAP MANAGEMENT LLC 3900 Park East Drive, Suite 200 Beachwood, OH, 44122 | 312488 | $189,890,078 | 1 | A Percentage of AUM, Performance Based |
NORTH STAR ADVISORY GROUP, LLC 2000 Auburn Drive, Suite 415 Beachwood, OH, 44122 | 171694 | $151,674,712 | 390 | A Percentage of AUM, Hourly charges, Fixed Fees |
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