Investment advisers in Independence, OH
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Idr Investment Management, LLC | $10.19 billion | 15 | 0 |
| Fairway Wealth Management LLC | $2.98 billion | 23 | 0 |
| Strategic Wealth Partners, Ltd. | $1.64 billion | 24 | 0 |
| Riverview Research, LLC | $990.8 million | 3 | 0 |
| Tempo Wealth | $804.3 million | 12 | 0 |
| Prasad Wealth Partners | $572.1 million | 11 | 0 |
| Edgewater Capital Partners | $466.8 million | 18 | 0 |
| Gatepass Capital, LLC | $299.1 million | 8 | 0 |
| Independence Wealth Advisors, LLC | $210.3 million | 5 | 0 |
| Enza Financial, LLC | $191.2 million | 5 | 0 |
| Swp Investment Management LLC | $138.4 million | 5 | 0 |