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Find The Best Financial Advisors in Westlake, 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 Westlake, Ohio
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Westlake, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 48 non-vetted financial advisors in Westlake, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westlake, 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 Westlake, Ohio
440-617-9100
Top Financial Advisor Firms in Westlake, Ohio (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PROSPERITY CAPITAL ADVISORS 30400 Detroit Road, Suite 201 Westlake, OH, 44145 | 156480 | $1,770,873,369 | 6429 | A percentage of AUM, Hourly charges, Fixed fees |
| VALOR CAPITAL MANAGEMENT, LLC 30400 Detroit Road,, Suite 201 Westlake, OH, 44145 | 291213 | $842,597,107 | 14 | A percentage of AUM |
| SCOTT SNOW (FINANCIAL ADVISORS) LLC 1991 Crocker Road, Suite 210, Westlake, OH, 44145 | 121222 | $620,753,077 | 553 | A percentage of AUM, Hourly charges, Fixed fees |
| CORNERSTONE WEALTH MANAGEMENT 27366 Center Ridge Road, Westlake, OH, 44145 | 106950 | $352,887,541 | 797 | A percentage of AUM, Hourly charges, Fixed fees |
| LESJAK PLANNING, LLC 1991 Crocker Rd, Suite 575 Westlake, OH, 44145 | 110090 | $337,500,000 | 373 | A percentage of AUM, Hourly charges, Fixed fees |
| PARADIGM WEALTH MANAGEMENT, LLC 159 Crocker Park Blvd, Suite 100 Westlake, OH, 44145-8147 | 148662 | $287,480,000 | 537 | A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)) |
| HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. 159 Crocker Park Blvd., Suite 350 Westlake, OH, 44145 | 282906 | $264,668,050 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| JPS FINANCIAL, LLC 2001 Crocker Road, Suite 530 Westlake, OH, 44145 | 169208 | $236,794,453 | 661 | A percentage of AUM, Hourly charges, Fixed fees |
| ELIOS FINANCIAL GROUP, INC. 30700 Center Ridge Road, Suite A Westlake, OH, 44145 | 119873 | $210,000,000 | 802 | A percentage of AUM, Hourly charges, Subscription fees, Commision Based |
| MICHAEL BRADY & CO., LLC 28871 Center Ridge Road, Suite 102 Westlake, OH, 44145 | 130093 | $160,406,998 | 580 | A percentage of AUM, Fixed fees |
Additional Financial Advisors in Westlake, Ohio
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Beverly Stiegele Inquire with Beverly | 27500 Detroit Rd, Ste 200 Westlake, OH 44145 | 440-527-0406 |
| Aaron Vaughn Inquire with Aaron | 1991 Crocker Rd, Ste 300 Westlake, OH 44145 | 440-385-0208 |
| Bogart, Timura, & Associates Inquire with Bogart, | 2035 Crocker Rd, Ste 201 Westlake, OH 44145 | 440-899-8600 |
| Brian Mackert Inquire with Brian | 159 Crocker Park Blvd, Ste 460 Westlake, OH 44145 | 440-892-6738 |
| Nate Petersen Inquire with Nate | 2035 Crocker Rd, Ste 201 Westlake, OH 44145 | 440-250-4120 |
| Nick Pietrocola Inquire with Nick | 2035 Crocker Rd, Ste 201 Westlake, OH 44145 | 440-899-8600 |
| Balanced Wealth Group Inquire with Balanced | 1991 Crocker Rd, Ste 300 Westlake, OH 44145 | 440-871-6501 |
| Matthew Daugherty Inquire with Matthew | 1991 Crocker Rd, Ste 300 Westlake, OH 44145 | 440-871-6501 |
| Morgan Stanley Financial Advisors Inquire with Morgan | 159 Crocker Park Blvd, Ste 460 Westlake, OH 44145 | 440-835-6750 |
| Satish Singh Inquire with Satish | 2035 Crocker Rd, Ste 201 Westlake, OH 44145 | 440-899-8600 |
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