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 Trusts & Estates advisors in OH, CLEVELAND
28 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
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
WELLSPRING FINANCIAL ADVISORS, LLC
Cleveland, OH
AUM
$5.06B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
216-367-0680
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
BEACON FINANCIAL ADVISORY LLC
Cleveland, OH
AUM
$900.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-910-1850
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
CLEVELAND WEALTH, LLC
Cleveland, OH
AUM
$506.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(216) 810-5900
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
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
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
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
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