Best Financial Advisors in WESTLAKE, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WESTLAKE
PARADIGM WEALTH MANAGEMENT, LLC
WESTLAKE, OH · Since 2008
KEYSTONE FINANCIAL PLANNING, INC
WESTLAKE, OH · Since 1987
LESJAK PLANNING, LLC
WESTLAKE, OH · Since 1980
KINETIC WEALTH INVESTMENT ADVISORS, LLC
WESTLAKE, OH · Since 2023
CORNERSTONE WEALTH MANAGEMENT
WESTLAKE, OH · Since 1996
JPS FINANCIAL, LLC
WESTLAKE, OH · Since 2014
MICHAEL BRADY & CO., LLC
WESTLAKE, OH · Since 2018
BALANCED WEALTH GROUP LLC
WESTLAKE, OH · Since 2023
ELIOS FINANCIAL GROUP, INC.
WESTLAKE, OH · Since 2018
PROSPERITY CAPITAL ADVISORS
WESTLAKE, OH · Since 2011
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 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.