Best Financial Advisors in CLEVELAND, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CLEVELAND
Page 1 of 2 · 34 firms
ANCORA RETIREMENT PLAN ADVISORS, LLC
CLEVELAND, OH · Since 2007
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CLEVELAND, OH · Since 2017
HIGHLAND CONSULTING ASSOCIATES INC.
CLEVELAND, OH · Since 1994
VANTAGE FINANCIAL GROUP, INC.
CLEVELAND, OH · Since 1988
FIRST FIDUCIARY INVESTMENT COUNSEL INC
CLEVELAND, OH · Since 1976
MPE PARTNERS
CLEVELAND, OH · Since 2017
REED FINANCIAL SERVICES, INC.
CLEVELAND, OH · Since 1989
BEACON FINANCIAL ADVISORY LLC
CLEVELAND, OH · Since 2016
RETURN ON LIFE WEALTH PARTNERS
CLEVELAND, OH · Since 2017
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CLEVELAND, OH · Since 2016
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CLEVELAND, OH · Since 2018
MAI CAPITAL MANAGEMENT, LLC
CLEVELAND, OH · Since 2000
CW INDUSTRIAL PARTNERS, LLC
CLEVELAND, OH · Since 2017
BOYD WATTERSON ASSET MANAGEMENT, LLC
CLEVELAND, OH · Since 2000
ANCORA PRIVATE WEALTH ADVISORS, LLC
CLEVELAND, OH · Since 2003
BRIGHT PATH SPORTS PARTNERS, LLC
CLEVELAND, OH · Since 2025
THE O.H.I.O. FUND
CLEVELAND, OH · Since 2026
TOWNSEND HOLDINGS LLC
CLEVELAND, OH · Since 2012
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH · Since 1988
WELLSPRING FINANCIAL ADVISORS, LLC
CLEVELAND, OH · Since 2007
BLUE POINT CAPITAL PARTNERS LLC
CLEVELAND, OH · Since 2012
GLASFUNDS, LLC
CLEVELAND, OH · Since 2020
CYPRIUM PARTNERS
CLEVELAND, OH · Since 2012
JOURNEY WEALTH MANAGEMENT
CLEVELAND, OH · Since 2018
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CLEVELAND, OH · Since 2006
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CLEVELAND?
The median advisory fee in CLEVELAND, OH is 0.95% of assets under management per year, based on Form ADV filings from 34 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.