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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!

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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 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.

List of Qualified Financial Advisors in Cleveland, Ohio

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James Elios

Elios Financial Group, Inc.

440-617-9100

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Jonathan Kesselman

Kesselman Wealth Management

440-709-3315

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Jeremy DiTullio

Cleveland Financial Group

440-617-6676

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Kevin Kroskey

True Wealth Design, LLC

330-777-0688

Top Financial Advisor Firms in Cleveland, Ohio (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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