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 Wealth Management advisors in OH, INDEPENDENCE
17 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
TEMPO WEALTH
Independence, OH
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
440-568-3676
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
EDGEWATER CAPITAL PARTNERS
Independence, OH
AUM
$466.8M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-292-3838
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
INDEPENDENCE WEALTH ADVISORS, LLC
Independence, OH
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
216-268-3888
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
APPALOOSA WEALTH MANAGEMENT LLC
Independence, OH
AUM
$88.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
216-573-3725
KEDZIOR WEALTH MANAGEMENT LLC
Independence, OH
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(216) 264-4395
GATEWAY ASSET MANAGEMENT, LLC
Independence, OH
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
440-484-3258
SPINNAKER FINANCIAL GROUP, LLC
Independence, OH
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-615-4101
PECK & ASSOCIATES, LLC
Independence, OH
AUM
$8.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-520-1323
SWP INVESTMENT MANAGEMENT LLC
Independence, OH
AUM
$138.4M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
216-800-9000
Full profileNo website
BURNS FINANCIAL ADVISORS, INC.
Independence, OH
AUM
$9.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-216-573-3737
Full profileNo website