How many financial advisors are in Mentor, Ohio?

Falists lists 6 registered investment advisers with a principal office or filing address in Mentor, Ohio, based on public SEC IAPD data.

How do financial advisors in Mentor charge fees?

Fee structures vary by firm. In Mentor, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Mentor?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 6 advisers

Financial Advisors in Mentor, Ohio

Looking for a financial advisor in Mentor, Ohio? Falists indexes 6 SEC-registered and state-registered investment advisers in Mentor — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $805.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$805.4M

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts4 Retirement2 Institutional3

Top advisors in Mentor

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

View all 6 →

LAKERIDGE WEALTH MANAGEMENT LLC

Mentor, OH

AUM

$805.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

12 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(440) 510-1901

Full profile Visit site →

TIMEWEALTH ADVISORS INC.

Mentor, OH

AUM

$41.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

(440) 299-8805

Full profile Visit site →

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

Mentor, OH

AUM

$16.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

440-339-3550

Full profile Visit site →

FAMILY LIFE FINANCIAL PLANNING

Mentor, OH

AUM

$5.8M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

440-490-7526

Full profile Visit site →

LIFEGUARD ADVISORS LLC

Mentor, OH

AUM

—

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES

440-942-1936

Full profile Visit site →

CARVER FINANCIAL SERVICES INC

Mentor, OH

AUM

—

Team

1 advisors

Clients

Fees

NOT COMPENSATED

440-974-0808

Full profileNo website

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Common questions

How many financial advisors are in Mentor, Ohio?: 6 registered investment advisers are listed in our Mentor directory, sourced from public SEC filings.
What types of advisors are in Mentor?: 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 Mentor?: 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.