Top financial advisors in Fairview Park, OH
We've curated a list of the best financial advisors in Fairview Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $103,977,000 Number of advisors 6 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 Fairview Park, 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.
Rockport Wealth Advisors
Rockport Wealth, LLC, operating as Rockport Wealth Advisors and J. Arnold Wealth Management, offers the Rockport Wealth Wrap Fee Program, combining portfolio management fees, commissions, and trade execution costs into a bundled fee. The firm, established in 2024, acts as the Program's manager and is responsible for research, security selection, and transaction implementation. Clients have limited discretion over their investments, with the Advisor maintaining trading authority within specified objectives. The firm tailors services to individual client needs, focusing on portfolio management without financial planning services. Fees are negotiable based on account value, with a percentage fee structure ranging from 1.50% to 1.00%. The firm may enter into performance-based fee arrangements with qualified clients, charging a maximum asset management fee of 1.00% and a maximum of 10% of annual gross profits. Rockport Wealth emphasizes ethical conduct, compliance with regulations, and fiduciary duty to clients. The firm's Chief Compliance Officer monitors personal trading activities to ensure alignment with client interests. The firm's Code of Ethics prohibits insider trading and requires reporting of personal securities transactions. Rockport Wealth does not recommend securities in which the firm or related persons have a material financial interest, ensuring client interests are prioritized. The firm's financial condition is stable, with no bankruptcy petitions in the past ten years.
$103,977,000 under management
6 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
Consultation Services
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 Fairview Park, 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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