Best Financial Advisors in CLEVELAND, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CLEVELAND
ANCORA RETIREMENT PLAN ADVISORS, LLC
CLEVELAND, OH · Since 2007
VANTAGE FINANCIAL GROUP, INC.
CLEVELAND, OH · Since 1988
HIGHLAND CONSULTING ASSOCIATES INC.
CLEVELAND, OH · Since 1994
FIRST FIDUCIARY INVESTMENT COUNSEL INC
CLEVELAND, OH · Since 1976
REED FINANCIAL SERVICES, INC.
CLEVELAND, OH · Since 1989
RETURN ON LIFE WEALTH PARTNERS
CLEVELAND, OH · Since 2017
CW INDUSTRIAL PARTNERS, LLC
CLEVELAND, OH · Since 2017
BEACON FINANCIAL ADVISORY LLC
CLEVELAND, OH · Since 2016
MPE PARTNERS
CLEVELAND, OH · Since 2017
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CLEVELAND, OH · Since 2016
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CLEVELAND, OH · Since 2017
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CLEVELAND, OH · Since 2018
BRIGHT PATH SPORTS PARTNERS, LLC
CLEVELAND, OH · Since 2025
THE O.H.I.O. FUND
CLEVELAND, OH · Since 2026
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH · Since 1988
BOYD WATTERSON ASSET MANAGEMENT, LLC
CLEVELAND, OH · Since 2000
MAI CAPITAL MANAGEMENT, LLC
CLEVELAND, OH · Since 2000
ANCORA PRIVATE WEALTH ADVISORS, LLC
CLEVELAND, OH · Since 2003
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CLEVELAND, OH · Since 2006
WELLSPRING FINANCIAL ADVISORS, LLC
CLEVELAND, OH · Since 2007
GLASFUNDS, LLC
CLEVELAND, OH · Since 2020
BLUE POINT CAPITAL PARTNERS LLC
CLEVELAND, OH · Since 2012
CYPRIUM PARTNERS
CLEVELAND, OH · Since 2012
CLEVELAND WEALTH, LLC
CLEVELAND, OH · Since 2019
STRATEGIC VALUE BANK PARTNERS LLC
CLEVELAND, OH · Since 2018
JOURNEY WEALTH MANAGEMENT
CLEVELAND, OH · Since 2018
ANCORA ALTERNATIVES LLC
CLEVELAND, OH · Since 2021
PARK EDGE ADVISORS, LLC
CLEVELAND, OH · Since 2022
BLUESTONE PRIVATE WEALTH, LLC
CLEVELAND, OH · Since 2025
TOWNSEND HOLDINGS LLC
CLEVELAND, OH · Since 2012
KEYBANC CAPITAL MARKETS RESEARCH, LLC
CLEVELAND, OH · Since 2023
CBIZ RETIREMENT PLAN ADVISORY SERVICES
CLEVELAND, OH · Since 1999
RESILIENCE MANAGEMENT
CLEVELAND, OH · Since 2012
MCDONALD PARTNERS LLC
CLEVELAND, OH · Since 2005
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.