RETURN ON LIFE WEALTH PARTNERS
Cleveland, OH
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
440-740-0130
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
49 advisers found
REED FINANCIAL SERVICES, INC.
Cleveland, OH
AUM
$388.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
216-464-2090
CW INDUSTRIAL PARTNERS, LLC
Cleveland, OH
AUM
$283.9M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-781-3233
BRIGHT PATH SPORTS PARTNERS, LLC
Cleveland, OH
AUM
$194.8M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
216-235-3292
BLUESTONE PRIVATE WEALTH, LLC
Cleveland, OH
AUM
$190.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
216-299-1883
KLOPP INVESTMENT MANAGEMENT LLC
Cleveland, OH
AUM
$110.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-566-1100
INTENTIONAL WEALTH PARTNERS
Cleveland, OH
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(440) 545-1001
CONFIANCE, FINANCIAL & INVESTMENT ADVISORS
Cleveland, OH
AUM
$31.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-987-8781
VOLITION FINANCIAL NETWORK, LLC
Cleveland, OH
AUM
$21.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; REFERAL FEES
(440) 622-1566
CONSERVATIVEMONEY LLC
Cleveland, OH
AUM
$10.4M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
216-251-2100
WILDE CAPITAL MANAGEMENT, LLC
Cleveland, OH
AUM
$10.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(866) 894-5332
GREAT LAKES RETIREMENT PLANNING LLC
Cleveland, OH
AUM
$6.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-230-4643
FIREFLY WEALTH MANAGEMENT
Cleveland, OH
AUM
$65K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-285-1140
CLEVELAND RESEARCH COMPANY LLC
Cleveland, OH
AUM
—
Team
64 advisors
Clients
—
Fees
SUBSCRIPTION FEES FOR RESEARCH REPORTS
216-649-7250
KEYBANC CAPITAL MARKETS RESEARCH, LLC
Cleveland, OH
AUM
—
Team
71 advisors
Clients
0
Fees
PAYMENT FOR RESERACH SERVICES
216-689-3873
NORTHCOAST RESEARCH PARTNERS, LLC
Cleveland, OH
AUM
—
Team
24 advisors
Clients
—
Fees
Subscription fees
216-468-6900
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Cleveland, OH
AUM
$12.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-447-9000
Full profileNo website
CLUTTERBUCK CAPITAL MANAGEMENT LLC
Cleveland, OH
AUM
$233.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-539-1181
Full profileNo website
NEO INVESTMENT COUNSEL, LLC
Cleveland, OH
AUM
$81.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(216) 250-1410
Full profileNo website
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
Cleveland, OH
AUM
$76.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-899-1121
Full profileNo website
CBIZ RETIREMENT PLAN ADVISORY SERVICES
Cleveland, OH
AUM
$8.9M
RetirementInstitutionalFee-Only/Hourly
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
216-447-9000
Full profileNo website
Full profileNo website