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 Wealth Management advisors in OH, CLEVELAND
41 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
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
GLASFUNDS, LLC
Cleveland, OH
AUM
$3.28B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
216-862-1300
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
BLUE POINT CAPITAL PARTNERS LLC
Cleveland, OH
AUM
$1.44B
Wealth Mgmt
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
216-535-4700
MPE PARTNERS
Cleveland, OH
AUM
$1.44B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-416-7500
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
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
STRATEGIC VALUE BANK PARTNERS LLC
Cleveland, OH
AUM
$774.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-282-0704
CYPRIUM PARTNERS
Cleveland, OH
AUM
$760.2M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-453-4500
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
Cleveland, OH
AUM
$582.8M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(216) 453-8080
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
RESILIENCE MANAGEMENT
Cleveland, OH
AUM
$546.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-292-0200
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
THE O.H.I.O. FUND
Cleveland, OH
AUM
$474.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-270-7377
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