Ohio · 2 advisers
Financial Advisors in Shaker Heights, Ohio
Looking for a financial advisor in Shaker Heights, Ohio? Falists indexes 2 SEC-registered and state-registered investment advisers in Shaker Heights — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $2.41B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$2.41B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Shaker Heights
Ranked by AUM · Fees, team & specialties at a glance
ALIGN CAPITAL PARTNERS, LP
Shaker Heights, OH
AUM
$2.41B
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-780-0857
CAPITAL ADVISORS, LTD., LLC
Shaker Heights, OH
AUM
$1.37B
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
216-295-7900
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Common questions
- How many financial advisors are in Shaker Heights, Ohio?
- 2 registered investment advisers are listed in our Shaker Heights directory, sourced from public SEC filings.
- What types of advisors are in Shaker Heights?
- 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 Shaker Heights?
- 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.