CARNEGIE INVESTMENT COUNSEL
Pepper Pike, OH
AUM
$7.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
216-367-4114
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
11 advisers found
PEAK WEALTH SOLUTIONS
Pepper Pike, OH
AUM
$911.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
216-370-7887
VIRTERA PARTNERS LLC
Pepper Pike, OH
AUM
$451.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
216-859-8800
ELIZABETH PARK CAPITAL MANAGEMENT, LTD
Pepper Pike, OH
AUM
$393.9M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(216) 292-5711
ENDEAVOR WEALTH ADVISORS, LLC
Pepper Pike, OH
AUM
$252.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
216-373-0808
2 KNIGHTS WEALTH MANAGEMENT, LLC
Pepper Pike, OH
AUM
$127.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
2167985511
SABRE ASSET MANAGEMENT LLC
Pepper Pike, OH
AUM
$119.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
216-245-6622
NIRVANA ANALYTICS, LLC
Pepper Pike, OH
AUM
$13.3M
Wealth MgmtTrusts & Estates
Team
1 employees
Clients
0
Fees
Percentage of AUM
(216)245-6230
RESOURCE STRATEGIES INC
Pepper Pike, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
216-765-0121
WOODLAND WEALTH PARTNERS
Pepper Pike, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
330-416-5509