Investment adviser firms in CLEVELAND, Ohio
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
34 firms · Source months shown: August 2026
- ANCORA ALTERNATIVES LLCCRD 311902 · CLEVELAND, OH$1,131,830,017.00Regulatory AUM · August 2026
- ANCORA PRIVATE WEALTH ADVISORS, LLCCRD 124845 · CLEVELAND, OH$3,899,628,309.00Regulatory AUM · August 2026
- ANCORA RETIREMENT PLAN ADVISORS, LLCCRD 31256 · CLEVELAND, OH$1,534,388,933.00Regulatory AUM · August 2026
- BEACON FINANCIAL ADVISORY LLCCRD 174334 · CLEVELAND, OH$900,724,380.00Regulatory AUM · August 2026
- BLUE POINT CAPITAL PARTNERS LLCCRD 157031 · CLEVELAND, OH$1,443,290,000.00Regulatory AUM · August 2026
- BLUESTONE PRIVATE WEALTH, LLCCRD 326055 · CLEVELAND, OH$190,410,134.00Regulatory AUM · August 2026
- BOYD WATTERSON ASSET MANAGEMENT, LLCCRD 107808 · CLEVELAND, OH$18,809,101,724.00Regulatory AUM · August 2026
- BRIGHT PATH SPORTS PARTNERS, LLCCRD 327730 · CLEVELAND, OH$194,797,971.00Regulatory AUM · August 2026
- CAPITALWORKS, LLCCRD 160408 · CLEVELAND, OH$283,933,229.00Regulatory AUM · August 2026
- CBIZ FINANCIAL SOLUTIONS, INC.CRD 16678 · CLEVELAND, OH$8,873,081.00Regulatory AUM · August 2026
- CBIZ INVESTMENT ADVISORY SERVICES, LLCCRD 286002 · CLEVELAND, OH$12,762,169,497.00Regulatory AUM · August 2026
- CITYMARK CAPITAL MANAGEMENT COMPANY LLCCRD 291405 · CLEVELAND, OH$582,839,006.00Regulatory AUM · August 2026
- CLEARSTEAD ADVISORS, LLCCRD 105674 · CLEVELAND, OH$33,880,026,978.00Regulatory AUM · August 2026
- CLEVELAND WEALTH, LLCCRD 282196 · CLEVELAND, OH$506,578,765.00Regulatory AUM · August 2026
- CLUTTERBUCK CAPITAL MANAGEMENT LLCCRD 140082 · CLEVELAND, OH$233,436,071.00Regulatory AUM · August 2026
- CYPRIUM INVESTMENT PARTNERS LLCCRD 160746 · CLEVELAND, OH$760,188,529.00Regulatory AUM · August 2026
- FIRST FIDUCIARY INVESTMENT COUNSEL INCCRD 111144 · CLEVELAND, OH$565,532,900.00Regulatory AUM · August 2026
- FSM WEALTH ADVISORS, LLCCRD 298904 · CLEVELAND, OH$1,387,419,659.00Regulatory AUM · August 2026
- GLASFUNDS, LLCCRD 150884 · CLEVELAND, OH$3,275,070,000.00Regulatory AUM · August 2026
- HIGHLAND CONSULTING ASSOCIATES INC.CRD 109834 · CLEVELAND, OH$21,929,961,838.00Regulatory AUM · August 2026
- HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.CRD 282906 · CLEVELAND, OH$76,633,396.00Regulatory AUM · August 2026
- JAMES REED FINANCIAL SERVICES, INC.CRD 112179 · CLEVELAND, OH$388,646,926.00Regulatory AUM · August 2026
- KBCM RESEARCH LLCCRD 326557 · CLEVELAND, OHNot availableRegulatory AUM · August 2026
- MAI CAPITAL MANAGEMENT, LLCCRD 109807 · CLEVELAND, OH$52,101,252,111.00Regulatory AUM · August 2026
- MCDONALD PARTNERS LLCCRD 135414 · CLEVELAND, OH$1,279,273,513.00Regulatory AUM · August 2026
- MPE MGT. CO., LLCCRD 281787 · CLEVELAND, OH$1,437,606,522.00Regulatory AUM · August 2026
- PARK EDGE ADVISORS, LLCCRD 317521 · CLEVELAND, OH$522,549,585.00Regulatory AUM · August 2026
- PLANNED FINANCIAL SERVICES, LLCCRD 112879 · CLEVELAND, OH$472,512,140.00Regulatory AUM · August 2026
- RESILIENCE MANAGEMENT, LLCCRD 157006 · CLEVELAND, OH$546,293,000.00Regulatory AUM · August 2026
- STRATEGIC VALUE BANK PARTNERS LLCCRD 282228 · CLEVELAND, OH$774,073,381.00Regulatory AUM · August 2026
- TOF MANAGER, LLCCRD 330178 · CLEVELAND, OH$474,598,765.00Regulatory AUM · August 2026
- TOWNSEND HOLDINGS LLCCRD 160006 · CLEVELAND, OH$19,643,108,743.00Regulatory AUM · August 2026
- VANTAGE FINANCIAL GROUP, INC.CRD 105950 · CLEVELAND, OH$866,856,459.00Regulatory AUM · August 2026
- WELLSPRING FINANCIAL ADVISORS, LLCCRD 143112 · CLEVELAND, OH$5,055,010,974.00Regulatory AUM · August 2026