Top Financial Advisors in Westlake, Ohio
Finding the right financial advisor in Westlake 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 Westlake, 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 Westlake, OH.
Find the Best Financial Advisor Firms in Westlake:
PROSPERITY CAPITAL ADVISORS
CRD#: 156480
Address: 30400 Detroit Road Suite 201, Westlake, OH 44145
Clients: 3,667
Average Clients per Advisor: 58
AUM: $ 1.7B
SCOTT SNOW (FINANCIAL ADVISORS) LLC
CRD#: 121222
Address: 1991 Crocker Road, Suite 210, Westlake, OH 44145
Clients: 18
Average Clients per Advisor: 6
AUM: $ 621M
CORNERSTONE WEALTH MANAGEMENT
CRD#: 106950
Address: 835 Sharon Drive Suite 280, Westlake, OH 44145-7703
Clients: 245
Average Clients per Advisor: 61
AUM: $ 330M
LESJAK PLANNING, LLC
CRD#: 110090
Address: 1991 Crocker Rd Suite 575, Westlake, OH 44145
Clients: 295
Average Clients per Advisor: 59
AUM: $ 314M
PARADIGM WEALTH MANAGEMENT, LLC
CRD#: 148662
Address: 159 Crocker Park Blvd Suite 100, Westlake, OH 44145-8147
Clients: 89
Average Clients per Advisor: 29
AUM: $ 261M
JPS FINANCIAL, LLC
CRD#: 169208
Address: 2001 Crocker Road Suite 530, Westlake, OH 44145
Clients: 199
Average Clients per Advisor: 66
AUM: $ 233M
How We Chose the Top Financial Advisors in Westlake, Ohio
To create this list of top financial advisor firms in Westlake, 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 Westlake has to offer.
Search Financial Advisors in Westlake, Ohio
Prashant J Ravani
Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC
Denise Neugebauer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter Ferrante
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Michael James Vulku
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Laura Felice Sonderman
Registered Affiliation(s):MORGAN STANLEY
Daniel Matthew Latham
Registered Affiliation(s):WELLS FARGO CLEARING 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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