Best Financial Advisors in WESTLAKE, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WESTLAKE
KEYSTONE FINANCIAL PLANNING, INC
WESTLAKE, OH · Since 1987
LESJAK PLANNING, LLC
WESTLAKE, OH · Since 1980
PARADIGM WEALTH MANAGEMENT, LLC
WESTLAKE, OH · Since 2008
KINETIC WEALTH INVESTMENT ADVISORS, LLC
WESTLAKE, OH · Since 2023
ELIOS FINANCIAL GROUP, INC.
WESTLAKE, OH · Since 2018
PROSPERITY CAPITAL ADVISORS
WESTLAKE, OH · Since 2011
CORNERSTONE WEALTH MANAGEMENT
WESTLAKE, OH · Since 1996
MICHAEL BRADY & CO., LLC
WESTLAKE, OH · Since 2018
JPS FINANCIAL, LLC
WESTLAKE, OH · Since 2014
BALANCED WEALTH GROUP LLC
WESTLAKE, OH · Since 2023
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 WESTLAKE?
The median advisory fee in WESTLAKE, OH is 0.95% of assets under management per year, based on Form ADV filings from 10 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.