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: 1360 East 9th Street Suite 1100, Cleveland, OH 44114-1782
Clients: 4,006
Average Clients per Advisor: 29
AUM: $ 15.8B
HIGHLAND CONSULTING ASSOCIATES INC.
CRD#: 109834
Address: 159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
AUM: $ 15.7B
CLEARSTEAD; HARTLAND & CO., LLC
CRD#: 105674
Address: 1100 Superior Ave East Suite 700, Cleveland, OH 44114
Clients: 299
Average Clients per Advisor: 6
AUM: $ 10.2B
WELLSPRING FAMILY OFFICE
CRD#: 143112
Address: 5900 Landerbrook Drive Suite 100, Cleveland, OH 44125
Clients: 21
Average Clients per Advisor: 1
AUM: $ 5.1B
ANCORA FAMILY WEALTH ADVISORS, LLC
CRD#: 124845
Address: 6060 Parkland Boulevard Suite 200, Cleveland, OH 44124
AUM: $ 2.3B
MARCUM WEALTH, LLC
CRD#: 134628
Address: 6685 Beta Drive, Cleveland, OH 44143
Clients: 2,019
Average Clients per Advisor: 59
AUM: $ 2.3B
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
Garrit V Wamelink
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Nancy Ann Flogge
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Steven Marics
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Prashant J Ravani
Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC
William Gerard Murphy
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Marianne Leslie Simpson
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Denise Neugebauer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter Ferrante
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Patricia Alice Kelley
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Modesto Philip Ruggiero
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Emily Ann Drake
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Laura Felice Sonderman
Registered Affiliation(s):MORGAN STANLEY
Michael James Vulku
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric Tolbert
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Andrew Joseph Barkley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Jon Marquardt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas William Dattilo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Matthew Latham
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Sanjay Rajiv Beach
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Alan Moore
Registered Affiliation(s):EDWARD JONES
Robert Patrick Poling
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Joseph John Kovach
Registered Affiliation(s):ROCKPORT WEALTH ADVISORS
Thomas M Massey
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Beverly Ann Stiegele
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.
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