PROSPERITY CAPITAL ADVISORS
Westlake, OH
AUM
$4.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
98 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
888-240-0064
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH, WESTLAKE
8 advisers found
CORNERSTONE WEALTH MANAGEMENT
Westlake, OH
AUM
$628.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
440-899-4000
PARADIGM WEALTH MANAGEMENT, LLC
Westlake, OH
AUM
$563.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
440-892-5900
BALANCED WEALTH GROUP LLC
Westlake, OH
AUM
$494.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(440) 871-6501
JPS FINANCIAL, LLC
Westlake, OH
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-899-6350
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Westlake, OH
AUM
$214.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-250-9500
DEFIANT FINANCIAL SERVICES LLC
Westlake, OH
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-385-0208
AMFG WEALTH MANAGEMENT LLC
Westlake, OH
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(440) 249-0397