Top financial advisors in Broadview Heights, OH
We've curated a list of the best financial advisors in Broadview Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $30,024,213 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Broadview Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Cornerstone Asset Management Services, Inc.
Cornerstone Asset Management Services, Inc. (CAMS) is a registered investment adviser located in Broadview Heights, OH. Established in late 2005, CAMS offers various advisory services tailored to individual client needs. The firm specializes in discretionary investment advice through platforms like Alpha/Beta Solutions and separately managed accounts. CAMS also provides consulting services on an hourly or flat fee basis. The firm's investment strategies are based on client risk tolerance and may involve stocks, bonds, mutual funds, ETFs, and variable annuities. Clients of CAMS typically have assets under management of $30,024,212 under discretionary management and approximately $29,530 under non-discretionary management/assets under advisement as of December 31, 2022. The fee structure includes asset-based fees ranging from 0.25% to 2.00% annually, with consulting fees ranging from $100 to $300 per hour or a flat fee of $100 to $20,000. CAMS acts with investment discretion, allowing them to manage client accounts based on individual needs and circumstances. The firm's team includes George Anastasakis, Nicholas E. Anastasakis, Stephanie G. Travers, and other investment advisor representatives who bring diverse educational backgrounds and business experiences to the table. CAMS emphasizes client confidentiality and protection of personal information. Clients can access disciplinary information on registered representatives through FINRA's BrokerCheck system.
$30,024,213 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Broadview Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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