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 Wealth Management advisors in OH, WESTLAKE
16 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
KEYSTONE FINANCIAL PLANNING, INC
Westlake, OH
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
440-234-6323
LESJAK PLANNING, LLC
Westlake, OH
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
440-871-9500
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
ELIOS FINANCIAL GROUP, INC.
Westlake, OH
AUM
$331.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
440-617-9100
MICHAEL BRADY & CO., LLC
Westlake, OH
AUM
$248.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
440-235-2100
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
ATHLETES FINANCIAL ADVISERS, LLC
Westlake, OH
AUM
$67.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
949-776-3310
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
CLEVELAND RETIREMENT PLANNING LLC
Westlake, OH
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-801-4874
COLETTA CAPITAL, LLC
Westlake, OH
AUM
$7.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
440-641-0153
COYNE CAPITAL MANAGEMENT, LLC
Westlake, OH
AUM
$76.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
440-360-7422
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