Top 10 advisors in Cleveland
We’ve curated a list of the best financial advisors in Cleveland, take a look at it below
Find an advisor in Cleveland1. Townsend Holdings LLC
Assets under management
$18,596,639,242
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Boyd Watterson Asset Management, LLC
Assets under management
$16,430,780,511
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Mai Capital Management, LLC
Assets under management
$14,219,025,931
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PERCENTAGE OF NON-INVESTMENT INCOME
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Due Diligence/research
4. Clearstead; Hartland & Co., LLC
Assets under management
$6,789,154,187
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Investment Consulting For 401(k), Foundation & Healthcare Clients; Investment Research And Due Diligence; Trust Administration
5. Cbiz Investment Advisory Services, LLC
Assets under management
$6,453,176,238
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Performance Reporting, Fiduciary Services And Admnistrative Support Services
6. Ancora Family Wealth Advisors, LLC
Assets under management
$2,246,172,539
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Insurance & Credit And Cash Management Solutions
- Not sure which one to choose?Use our smart matching tool
7. Blue Point Capital Partners LLC
Assets under management
$1,919,920,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Glasfunds, LLC
Assets under management
$1,590,449,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Cedar Brook Group
Assets under management
$1,380,474,005
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Ancora Alternatives LLC
Assets under management
$1,262,294,063
Fee structure
A percentage of assets under your management
Performance-based fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Insurance & Credit And Cash Management Solutions
How we came up with this list
To generate our top financial advisors list in Cleveland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cleveland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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