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Find The Best Financial Advisors in Cleveland, Ohio
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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Cleveland is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Cleveland & pick the one as per your needs
How To Find The Best Financial Advisors in Cleveland, Ohio
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 11 vetted financial advisors and 35 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.
List of Qualified Financial Advisors in Cleveland, Ohio
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Top Financial Advisor Firms in Cleveland, Ohio (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS 1100 Superior Ave East, Suite 700 Cleveland, OH, 44114 | 105674 | $22,368,771,314 | 11645 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
| TOWNSEND HOLDINGS LLC 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | 160006 | $22,118,740,671 | 69 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
| MAI CAPITAL MANAGEMENT, LLC 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | 109807 | $19,711,015,200 | 26826 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
| BOYD WATTERSON ASSET MANAGEMENT, LLC 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | 107808 | $17,878,495,158 | 1126 | A percentage of AUM, Fixed fees, Performance Based |
| HIGHLAND CONSULTING ASSOCIATES INC. 159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132 | 109834 | $17,835,470,311 | 425 | A percentage of AUM, Hourly charges, Fixed fees |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC 5959 Rockside Woods Blvd N, Suite 600 Cleveland, OH, 44131 | 286002 | $8,859,446,751 | 2257 | 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 | $3,629,363,797 | 1630 | A percentage of AUM, Fixed fees |
| ANCORA FAMILY WEALTH ADVISORS, LLC 6060 Parkland Boulevard, Suite 200 Cleveland, OH, 44124 | 124845 | $2,708,839,827 | 3813 | A percentage of AUM, Fixed fees, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS) |
| MARCUM WEALTH, LLC 6685 Beta Drive, Cleveland, OH, 44143 | 134628 | $2,576,383,375 | 6904 | A percentage of AUM, Fixed fees |
| GLASFUNDS, LLC 600 Superior Avenue E, Cleveland, OH, 44114 | 150884 | $2,021,147,000 | 2 | A percentage of AUM |
| BLUE POINT CAPITAL PARTNERS LLC 127 Public Square, Suite 5100 Cleveland, OH, 44114 | 157031 | $1,970,307,000 | 13 | A percentage of AUM, Performance Based |
| FOUNDRY PARTNERS, LLC 1660 W Second Street, Suite 910 Cleveland, OH, 44113 | 164863 | $1,750,931,285 | 65 | A percentage of AUM, Performance Based |
| MPE PARTNERS 600 Superior Avenue East, Suite 2500 Cleveland, OH, 44114 | 281787 | $1,462,590,642 | 10 | A percentage of AUM, Performance Based |
| ANCORA ALTERNATIVES LLC 6060 Parkland Blvd., #200 Cleveland, OH, 44124 | 311902 | $1,316,573,361 | 28 | A percentage of AUM, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS) |
| GRIES FINANCIAL PARTNERS 1801 East Ninth Street, Suite 1600 Cleveland, OH, 44114 | 110031 | $1,284,124,602 | 1731 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE) |
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