Investment advisers in Cleveland, OH

34 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Mai Capital Management, LLC	$52.10 billion	562	0
Clearstead; Clearstead Advisory Solutions	$33.88 billion	280	0
Highland Consulting Associates Inc.	$21.93 billion	28	0
Townsend Holdings LLC	$19.64 billion	110	0
Boyd Watterson Asset Management, LLC	$18.81 billion	140	0
Cbiz Investment Advisory Services, LLC	$12.76 billion	93	0
Wellspring Family Office	$5.06 billion	31	0
Ancora Private Wealth Advisors, LLC	$3.90 billion	53	2
Glasfunds, LLC	$3.28 billion	36	0
Ancora Retirement Plan Advisors, LLC	$1.53 billion	41	2
Blue Point Capital Partners LLC	$1.44 billion	30	0
Mpe Partners	$1.44 billion	26	0
Journey Wealth Management	$1.39 billion	27	0
Mcdonald Partners LLC	$1.28 billion	29	5
Ancora Alternatives LLC	$1.13 billion	54	2
Beacon Financial Advisory LLC	$900.7 million	13	0
Vantage Financial Group, Inc.	$866.9 million	60	0
Strategic Value Bank Partners LLC	$774.1 million	7	0
Cyprium Partners	$760.2 million	19	0
Citymark Capital Management Company LLC	$582.8 million	12	0
First Fiduciary Investment Counsel Inc	$565.5 million	5	0
Resilience Management	$546.3 million	8	4
Park Edge Advisors, LLC	$522.5 million	8	0
Cleveland Wealth, LLC	$506.6 million	7	0
The O.H.I.O. Fund	$474.6 million	10	0
Return on Life Wealth Partners	$472.5 million	13	0
Reed Financial Services, Inc.	$388.6 million	10	0
Cw Industrial Partners, LLC	$283.9 million	8	0
Clutterbuck Capital Management LLC	$233.4 million	5	0
Bright Path Sports Partners, LLC	$194.8 million	4	0
Bluestone Private Wealth, LLC	$190.4 million	3	0
Highland Consulting Associates International, Inc.	$76.6 million	0	0
Cbiz Retirement Plan Advisory Services	$8.9 million	19	2
Keybanc Capital Markets Research, LLC	$0	80	7