National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Independence, 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 Independence is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Independence & pick the one as per your needs

How To Find The Best Financial Advisors in Independence, Ohio

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Independence, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Independence, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Independence, 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 Independence, Ohio

advisor-photo

James Elios

Elios Financial Group, Inc.

440-617-9100

advisor-photo

Jonathan Kesselman

Kesselman Wealth Management

440-709-3315

advisor-photo

Jeremy DiTullio

Cleveland Financial Group

440-617-6676

advisor-photo

Kevin Kroskey

True Wealth Design, LLC

330-777-0688

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
IDR INVESTMENT MANAGEMENT, LLC
3 Summit Park Drive, Suite 450
Independence, OH, 44131
286208 $5,462,600,375 5 A Percentage of AUM
FAIRWAY WEALTH MANAGEMENT LLC
6055 Rockside Woods Blvd., Suite 330
Independence, OH, 44131
311031 $1,652,486,003 266 A Percentage of AUM, Hourly charges, Fixed Fees
STRATEGIC WEALTH PARTNERS, LTD.
5005 Rockside Road, Suite 1200
Independence, OH, 44131-6829
148586 $795,833,306 2393 A Percentage of AUM, Hourly charges, Fixed Fees
EDGEWATER CAPITAL PARTNERS
5005 Rockside Road, Ph 1300
Independence, OH, 44131
162735 $366,074,704 4 A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
ENZA FINANCIAL, LLC
6450 Rockside Woods Blvd S, Suite 150
Independence, OH, 44131
315827 $110,790,278 180 A Percentage of AUM, Hourly charges, Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES)

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors