Falists

Ohio · 49 advisers

Financial Advisors in Cleveland, Ohio

Looking for a financial advisor in Cleveland, Ohio? Falists indexes 49 SEC-registered and state-registered investment advisers in Cleveland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 42 firms list a website you can visit directly. Firms in this directory manage up to $52.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

49

With website

42

Largest AUM

$52.10B

Financial planning

20

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth41Planning20Trusts28Retirement19Institutional20

Top advisors in Cleveland

Ranked by AUM · Fees, team & specialties at a glance

View all 49 →
View all 49 advisors in Cleveland

More cities in Ohio

Cincinnati (129)Columbus (82)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Toledo (14)Pepper Pike (11)

Common questions

How many financial advisors are in Cleveland, Ohio?
49 registered investment advisers are listed in our Cleveland directory, sourced from public SEC filings.
What types of advisors are in Cleveland?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Cleveland?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.