IDR INVESTMENT MANAGEMENT, LLC
Independence, OH
AUM
$10.19B
Wealth MgmtRetirement
Team
13 advisors
Clients
—
Fees
Percentage of AUM
(216) 264-8185
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH, INDEPENDENCE
8 advisers found
FAIRWAY WEALTH MANAGEMENT LLC
Independence, OH
AUM
$2.98B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
216-573-7200
STRATEGIC WEALTH PARTNERS, LTD.
Independence, OH
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(216) 800-9000
RIVERVIEW RESEARCH, LLC
Independence, OH
AUM
$990.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(216) 573-0420
PRASAD WEALTH PARTNERS
Independence, OH
AUM
$572.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
216-313-9999
GATEPASS CAPITAL, LLC
Independence, OH
AUM
$299.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
833-428-3727
ENZA FINANCIAL, LLC
Independence, OH
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-236-0700
SWP INVESTMENT MANAGEMENT LLC
Independence, OH
AUM
$138.4M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
216-800-9000
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