Top Financial Advisors in Cleveland, Ohio
Finding the right financial advisor in Cleveland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Cleveland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Cleveland, OH.
Find the Best Financial Advisor Firms in Cleveland:
MAI CAPITAL MANAGEMENT, LLC
CRD#: 109807
Address: 6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131
Clients: 7,685
Average Clients per Advisor: 37
AUM: $ 29.6B
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CRD#: 105674
Address: 1100 Superior Ave East Suite 700, Cleveland, OH 44114
Clients: 1,992
Average Clients per Advisor: 23
AUM: $ 24.3B
HIGHLAND CONSULTING ASSOCIATES INC.
CRD#: 109834
Address: 159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
Clients: 5
Average Clients per Advisor: 0
AUM: $ 20.2B
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002
Address: 5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
Clients: 1,269
Average Clients per Advisor: 15
AUM: $ 10.5B
WELLSPRING FINANCIAL ADVISORS, LLC
CRD#: 143112
Address: 5900 Landerbrook Drive Suite 100, Cleveland, OH 44125
Clients: 20
Average Clients per Advisor: 1
AUM: $ 4.2B
ANCORA PRIVATE WEALTH ADVISORS, LLC
CRD#: 124845
Address: 6060 Parkland Boulevard Suite 200, Cleveland, OH 44124
AUM: $ 3.2B
How We Chose the Top Financial Advisors in Cleveland, Ohio
To create this list of top financial advisor firms in Cleveland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Cleveland has to offer.
Search Financial Advisors in Cleveland, Ohio
Warren Richards Cox
Dennis J Harp
Daniel Joseph Mckenna
John Steven Marics
Nancy Ann Flogge
Thomas M Massey
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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