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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Westlake is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westlake & pick the one as per your needs

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 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

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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

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
PROSPERITY CAPITAL ADVISORS
30400 Detroit Road, Suite 201
Westlake, OH, 44145
156480 $1,712,428,969 7565 A Percentage of AUM, Hourly charges, Fixed Fees
VALOR CAPITAL MANAGEMENT, LLC
30400 Detroit Road,, Suite 201
Westlake, OH, 44145
291213 $892,788,709 14 A Percentage of AUM
CORNERSTONE WEALTH MANAGEMENT
27366 Center Ridge Road,
Westlake, OH, 44145
106950 $329,921,552 829 A Percentage of AUM, Hourly charges, Fixed Fees
LESJAK PLANNING, LLC
1991 Crocker Rd, Suite 575
Westlake, OH, 44145
110090 $313,700,000 385 A Percentage of AUM, Hourly charges, Fixed Fees
PARADIGM WEALTH MANAGEMENT, LLC
159 Crocker Park Blvd, Suite 100
Westlake, OH, 44145-8147
148662 $261,100,000 553 A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
JPS FINANCIAL, LLC
2001 Crocker Road, Suite 530
Westlake, OH, 44145
169208 $232,639,632 702 A Percentage of AUM, Hourly charges, Fixed Fees
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road, Suite A
Westlake, OH, 44145
119873 $208,684,000 822 A Percentage of AUM, Hourly charges, Subscription Fees, Commission Based
MICHAEL BRADY & CO., LLC
28871 Center Ridge Road, Suite 102
Westlake, OH, 44145
130093 $138,868,928 584 A Percentage of AUM, Fixed Fees
KINETIC WEALTH INVESTMENT ADVISORS, LLC
28045 Clemens Rd, Suite D,
Westlake, OH, 44145
311536 $122,161,119 363 A Percentage of AUM, Hourly charges, Fixed Fees
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
159 Crocker Park Blvd., Suite 350
Westlake, OH, 44145
282906 $87,318,361 8 A Percentage of AUM, Hourly charges, Fixed Fees
BALANCED WEALTH GROUP LLC
1991 Crocker Road, Suite 300
Westlake, OH, 44145
328007 $0 0 A Percentage of AUM, Hourly charges, Fixed Fees

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