Top Financial Advisors in Independence, Ohio
Finding the right financial advisor in Independence 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 Independence, 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 Independence, OH.
Find the Best Financial Advisor Firms in Independence:
FAIRWAY WEALTH MANAGEMENT LLC
CRD#: 311031
Address: 6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131
Clients: 53
Average Clients per Advisor: 5
AUM: $ 3.0B
STRATEGIC WEALTH PARTNERS, LTD.
CRD#: 148586
Address: 5005 Rockside Road Suite 1200, Independence, OH 44131-6829
Clients: 2,626
Average Clients per Advisor: 131
AUM: $ 1.6B
TEMPO WEALTH
CRD#: 336316
Address: 6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131
Clients: 334
Average Clients per Advisor: 66
AUM: $ 804M
PRASAD WEALTH PARTNERS
CRD#: 332507
Address: 6050 Oak Tree Blvd. Suite 100, Independence, OH 44131
Clients: 597
Average Clients per Advisor: 119
AUM: $ 572M
GATEPASS CAPITAL, LLC
CRD#: 329404
Address: 5005 Rockside Road Suite 230, Independence, OH 44131
Clients: 62
Average Clients per Advisor: 12
AUM: $ 299M
INDEPENDENCE WEALTH ADVISORS, LLC
CRD#: 306236
Address: 6100 Oak Tree Blvd South Suite 130, Independence, OH 44131
Clients: 327
Average Clients per Advisor: 65
AUM: $ 210M
How We Chose the Top Financial Advisors in Independence, Ohio
To create this list of top financial advisor firms in Independence, 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 Independence has to offer.
Search Financial Advisors in Independence, Ohio
Boris Markovich Kagarlitskiy
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Andrew B Crock
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Blake Neil Rawson
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew Joseph Barkley
Registered Affiliation(s):LPL FINANCIAL LLC
Robert Jon Marquardt
Registered Affiliation(s):PNC WEALTH MANAGEMENT LLC
Thomas William Dattilo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
