Investment adviser firms in INDEPENDENCE, Ohio
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
11 firms · Source months shown: August 2026
- EDGEWATER CAPITAL MANAGEMENT, LLCCRD 162735 · INDEPENDENCE, OH$466,829,776.00Regulatory AUM · August 2026
- ENZA FINANCIAL, LLCCRD 315827 · INDEPENDENCE, OH$191,160,236.00Regulatory AUM · August 2026
- FAIRWAY WEALTH LLCCRD 311031 · INDEPENDENCE, OH$2,977,221,827.00Regulatory AUM · August 2026
- GATEPASS CAPITAL, LLCCRD 329404 · INDEPENDENCE, OH$299,113,006.00Regulatory AUM · August 2026
- IDR INVESTMENT MANAGEMENT, LLCCRD 286208 · INDEPENDENCE, OH$10,186,557,933.00Regulatory AUM · August 2026
- INDEPENDENCE WEALTH ADVISORS, LLCCRD 306236 · INDEPENDENCE, OH$210,302,903.00Regulatory AUM · August 2026
- PRASAD WEALTH PARTNERS, LLCCRD 332507 · INDEPENDENCE, OH$572,075,956.00Regulatory AUM · August 2026
- RIVERVIEW RESEARCH, LLCCRD 162318 · INDEPENDENCE, OH$990,832,813.00Regulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS, LTD.CRD 148586 · INDEPENDENCE, OH$1,644,729,979.00Regulatory AUM · August 2026
- SWP INVESTMENT MANAGEMENT LLCCRD 331314 · INDEPENDENCE, OH$138,428,164.00Regulatory AUM · August 2026
- TEMPO WEALTH, LLCCRD 336316 · INDEPENDENCE, OH$804,265,871.00Regulatory AUM · August 2026