Stratos Wealth Partners, Ltd is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $9,631,570,074 of assets under management and employs about 525 people. Stratos Wealth Partners, Ltd uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of assets under management with third party managers.

Stratos Wealth Advisors LLC is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $3,535,317,329 of assets under management and employs about 102 people. Stratos Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of assets under management with third party managers.

CM Wealth Advisors LLC is a financial advisory firm based in Beachwood, Ohio. The firm was established in [Year Established]. The team includes experienced professionals such as Paul A. Bodnar, the Chief Investment Officer, Neal B. Colby, the Chief Financial Officer and Chief Compliance Officer, John E. Kohl, a Senior Consultant, Amy R. Lorius, a Senior Client Service Director, R. Douglas McCreery, the Manager and Chief Executive Officer, Benjamin E. Wallace, the Director of Investments, Aileen P. Werklund, the Chief Client Officer and Director of Human Resources, James W. Wert, a Senior Client Adviser. The advisors at CM Wealth Advisors LLC have diverse educational backgrounds and certifications, including Certified Financial Planner (CFP)™, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Personal Financial Specialist (PFS). The team is committed to high ethical standards and follows the CFP Board’s Standards of Professional Conduct, ensuring that financial planning services are provided in the best interests of clients. The firm offers a range of services, including investment management and financial planning. Clients have the opportunity to work with experienced professionals who adhere to strict ethical guidelines and have expertise in various financial areas. For more information, please contact the Compliance Department at 216-831-9667.

Mgo One Seven is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $2,013,199,125 of assets under management and employs about 86 people. Mgo One Seven uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitors' fees for referrals to other money managers.

ORG Portfolio Management LLC, established in 2004, offers discretionary and non-discretionary investment advisory services to institutional and non-institutional clients across various asset classes, including real estate, natural resources, and infrastructure investments. The firm manages assets for public and private pension plans, foundations, charitable organizations, individuals, and family trusts. ORG's services include investment strategy development, portfolio management, due diligence, asset allocation, and real estate consulting. The firm's fees are negotiated with each client and may include fixed annual fees, asset-based fees, performance-based fees, or project-based fees. ORG may charge fees for services separately and bills on a quarterly basis. The firm may receive performance-based compensation based on realized gains. ORG does not have a standard minimum account size and provides services to institutional and non-institutional clients. The firm's investment strategies involve a mix of quantitative and qualitative analysis, and it tailors services based on client needs and objectives. ORG does not engage in principal transactions and does not have custody of client assets. The firm has a Code of Ethics in place and does not compensate individuals for client referrals. ORG does not have any disciplinary events to report and has no financial condition impairing its ability to meet client commitments.

Van Cleef Asset Management, Inc. is an independent Registered Investment Adviser established in 1988. The firm specializes in providing unbiased investment counsel for individual, family, trust, religious, and charitable organization clients. Their investment philosophy focuses on a total return, all capitalization approach, emphasizing passive exposures alongside actively managed portfolios. The firm's Investment Committee, including Geoffrey C. Hauck, Martin J. Burke Sr. and Jr., and Lino Sergo, determines investment policy. Van Cleef manages approximately $1.09 billion in total assets, with both discretionary and non-discretionary management options available. For fees, Van Cleef charges a percentage of assets under management, with fees generally assessed quarterly in arrears. The annual fee schedule ranges from 0.6% to 1.0% based on the market value of assets. Clients may impose reasonable restrictions on investments. The firm does not charge performance-based fees and primarily serves individual and family clients, along with some institutional relationships. The firm's investment strategies focus on equity and fixed income investments, aiming for a balance of principal appreciation and dividend income. The team evaluates company prospects, management capabilities, industry outlook, and dividend potential. Van Cleef emphasizes a patient approach with a 2-3 year time horizon for equity positions and a laddered maturity structure for fixed income holdings. Van Cleef does not participate in Wrap Fee Programs and does not charge additional fees beyond the advisory fees. The firm's Code of Ethics ensures client interests are prioritized, and supervised persons are required to comply with high standards of conduct. The firm does not engage in soft dollar arrangements and provides transparency regarding brokerage practices, including best execution policies and periodic reviews of transaction costs.

TruClarity Wealth Advisors, a registered investment adviser, offers financial planning, consulting, and investment management services. Clients must enter into written agreements with the firm before receiving advisory services. TruClarity allows its investment adviser representatives autonomy in managing client assets, with each representative determining recommended investments and strategies. The firm filed for registration in July 2019 and is owned by MGO/OS Holdings, LLC. As of December 31, 2023, TruClarity had $100,511,738 in total assets under management, with $99,034,093 managed on a discretionary basis. The firm offers financial planning services, including asset allocation recommendations, and investment management primarily involving mutual funds, ETFs, individual securities, and options. TruClarity may recommend engaging in additional services, but clients retain discretion over decisions. The firm's investment philosophy includes fundamental, technical, cyclical, and behavioral finance analysis, as well as Modern Portfolio Theory. Clients are advised on risks such as market volatility, geopolitical events, and interest rate fluctuations. TruClarity charges fees based on assets under management, with rates ranging from 0.25% to 1.50%. The firm has not reported any material changes since March 2023 and has no disciplinary history. Clients receive regular account reviews and statements from qualified custodians. TruClarity accepts proxy voting authority and engages Broadridge for proxy voting and class action claims services. The firm does not require prepayment exceeding $1,200 or have financial conditions impairing its commitments to clients. For more details, clients can contact TruClarity Wealth Advisors directly.

Tyler-stone Wealth Management, LLC is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $390,384,934 of assets under management and employs about 25 people. Tyler-stone Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Adaptive Financial Consulting, LLC is a financial advisory firm established in May 2013 and registered as an investment adviser with the SEC since April 2019. The firm specializes in providing fiduciary advice to qualified retirement accounts and individual retirement accounts, acting in the best interest of clients. Services offered include portfolio management, financial planning, and consulting services. Clients have the option for discretionary or non-discretionary portfolio management, with a focus on creating customized investment portfolios tailored to individual goals and risk tolerance. The firm's investment strategies include long-term trading, short-term trading, margin transactions, and options trading. AFCLLC charges asset-based fees for portfolio management and pension consulting services, with fees ranging from 0.50% to 1.00% based on total assets under management. Financial planning fees are negotiated between $1,000 and $100,000. The firm does not participate in wrap fee programs and has assets under management totaling $508,501,249 as of December 31, 2023. AFCLLC's investment analysis methods include charting analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. The firm discloses potential risks associated with specific securities utilized, such as mutual funds, ETFs, annuities, hedge funds, private equity funds, and options. AFCLLC has a written Code of Ethics covering various areas and does not accept compensation for the sale of investment products. The firm provides periodic account reviews, quarterly reports, and financial plans for clients. AFCLLC does not receive economic benefits for advice rendered to clients or compensate non-advisory personnel for client referrals. The firm has limited custody of client assets when deducting advisory fees directly from client accounts. AFCLLC offers discretionary investment advisory services and does not accept voting authority for client securities. The firm has not been subject to bankruptcy petitions in the last ten years.