STRATOS WEALTH PARTNERS, LTD
Beachwood, OH
AUM
$18.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
352 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
440-519-2500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH, BEACHWOOD
11 advisers found
ONESEVEN
Beachwood, OH
AUM
$7.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
95 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
216-865-1700
ORG PORTFOLIO MANAGEMENT LLC
Beachwood, OH
AUM
$6.38B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
216-468-0055
STRATOS WEALTH ADVISORS LLC
Beachwood, OH
AUM
$5.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(440) 519-2500
CM WEALTH ADVISORS LLC
Beachwood, OH
AUM
$3.60B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
216-831-9667
VAN CLEEF ASSET MANAGEMENT INC
Beachwood, OH
AUM
$1.21B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
216-464-0253
WINSLOW ASSET MANAGEMENT INC
Beachwood, OH
AUM
$626.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
216-360-4700
NORTH STAR ADVISORY GROUP, LLC
Beachwood, OH
AUM
$289.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
216-202-0202
SHAKER INVESTMENTS
Beachwood, OH
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
216-292-2950
NEWPORT INVESTMENT ADVISORS INC
Beachwood, OH
AUM
$198.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-514-5151
THOMAS & COMPANY LLC
Beachwood, OH
AUM
$81.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
216-292-9901
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