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 Cleveland, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Cleveland, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cleveland, 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 |
---|---|---|---|---|
TOWNSEND HOLDINGS LLC 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | 160006 | $23,908,418,539 | 68 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
BOYD WATTERSON ASSET MANAGEMENT, LLC 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | 107808 | $17,207,197,273 | 1184 | A Percentage of AUM, Fixed Fees, Performance Based |
MAI CAPITAL MANAGEMENT, LLC 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | 109807 | $15,773,426,777 | 23704 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
HIGHLAND CONSULTING ASSOCIATES INC. 159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132 | 109834 | $15,697,224,104 | 439 | A Percentage of AUM, Hourly charges, Fixed Fees |
CLEARSTEAD; HARTLAND & CO., LLC 1100 Superior Ave East, Suite 700 Cleveland, OH, 44114 | 105674 | $10,227,847,468 | 5102 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
CBIZ INVESTMENT ADVISORY SERVICES, LLC 5959 Rockside Woods Blvd N, Suite 600 Cleveland, OH, 44131 | 286002 | $6,453,176,238 | 2122 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
WELLSPRING FINANCIAL ADVISORS, LLC 5900 Landerbrook Drive, Suite 100 Cleveland, OH, 44125 | 143112 | $2,346,769,355 | 1186 | A Percentage of AUM, Fixed Fees |
ANCORA FAMILY WEALTH ADVISORS, LLC 6060 Parkland Boulevard, Suite 200 Cleveland, OH, 44124 | 124845 | $2,258,611,511 | 3474 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
MARCUM WEALTH, LLC 6685 Beta Drive, Cleveland, OH, 44143 | 134628 | $2,250,828,187 | 6218 | A Percentage of AUM, Fixed Fees |
BLUE POINT CAPITAL PARTNERS LLC 127 Public Square, Suite 5100 Cleveland, OH, 44114 | 157031 | $1,919,920,000 | 13 | A Percentage of AUM, Performance Based |
GLASFUNDS, LLC 1100 Superior Avenue E, Suite 600 Cleveland, OH, 44114 | 150884 | $1,590,449,000 | 2 | A Percentage of AUM |
CEDAR BROOK GROUP 5885 Landerbrook Drive, Suite 200 Cleveland, OH, 44124 | 290670 | $1,532,957,925 | 4394 | A Percentage of AUM, Hourly charges, Fixed Fees |
ANCORA ALTERNATIVES LLC 6060 Parkland Blvd., #200 Cleveland, OH, 44124 | 311902 | $1,262,294,063 | 28 | A Percentage of AUM, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
MCDONALD PARTNERS LLC 1301 East 9th Street, Suite 3700 Cleveland, OH, 44114 | 135414 | $1,088,900,270 | 1877 | A Percentage of AUM, Fixed Fees, Commission Based |
GRIES FINANCIAL LLC 1801 E Ninth Street Ste 1600, Cleveland, OH, 44114-3103 | 110031 | $974,743,495 | 1177 | A Percentage of AUM, Fixed Fees |
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