MAI CAPITAL MANAGEMENT, LLC
Cleveland, OH
AUM
$52.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
230 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(216) 920-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH, CLEVELAND
20 advisers found
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Cleveland, OH
AUM
$33.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
104 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
216-621-1090
HIGHLAND CONSULTING ASSOCIATES INC.
Cleveland, OH
AUM
$21.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
440-808-1500
TOWNSEND HOLDINGS LLC
Cleveland, OH
AUM
$19.64B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
73 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
216-781-9090
BOYD WATTERSON ASSET MANAGEMENT, LLC
Cleveland, OH
AUM
$18.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
51 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
216-771-3450
ANCORA PRIVATE WEALTH ADVISORS, LLC
Cleveland, OH
AUM
$3.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
216-825-4000
ANCORA RETIREMENT PLAN ADVISORS, LLC
Cleveland, OH
AUM
$1.53B
Wealth MgmtTrusts & Estates
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
216-593-5090
JOURNEY WEALTH MANAGEMENT
Cleveland, OH
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
216-468-1333
MCDONALD PARTNERS LLC
Cleveland, OH
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
216-912-0567
ANCORA ALTERNATIVES LLC
Cleveland, OH
AUM
$1.13B
Wealth MgmtInstitutional
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
216-825-4000
VANTAGE FINANCIAL GROUP, INC.
Cleveland, OH
AUM
$866.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-642-7878
FIRST FIDUCIARY INVESTMENT COUNSEL INC
Cleveland, OH
AUM
$565.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
216-643-9100
PARK EDGE ADVISORS, LLC
Cleveland, OH
AUM
$522.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(216) 727-0144
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
KLOPP INVESTMENT MANAGEMENT LLC
Cleveland, OH
AUM
$110.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-566-1100
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
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