Best Financial Advisors in INDEPENDENCE, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in INDEPENDENCE
STRATEGIC WEALTH PARTNERS, LTD.
INDEPENDENCE, OH · Since 2014
TEMPO WEALTH
INDEPENDENCE, OH · Since 2025
SWP INVESTMENT MANAGEMENT LLC
INDEPENDENCE, OH · Since 2024
INDEPENDENCE WEALTH ADVISORS, LLC
INDEPENDENCE, OH · Since 2024
IDR INVESTMENT MANAGEMENT, LLC
INDEPENDENCE, OH · Since 2017
FAIRWAY WEALTH MANAGEMENT LLC
INDEPENDENCE, OH · Since 2020
RIVERVIEW RESEARCH, LLC
INDEPENDENCE, OH · Since 2013
EDGEWATER CAPITAL PARTNERS
INDEPENDENCE, OH · Since 2020
ENZA FINANCIAL, LLC
INDEPENDENCE, OH · Since 2022
GATEPASS CAPITAL, LLC
INDEPENDENCE, OH · Since 2024
PRASAD WEALTH PARTNERS
INDEPENDENCE, OH · Since 2024
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 INDEPENDENCE?
The median advisory fee in INDEPENDENCE, OH is 0.95% of assets under management per year, based on Form ADV filings from 11 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.