Top 6 financial advisors in Independence, OH
We've curated a list of the best financial advisors in Independence, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $726,683,025 Number of advisors 20 advisors | |||
| 2 | Assets under management $110,790,278 Number of advisors 5 advisors | |||
| 3 | Assets under management $7,198,946 Number of advisors 17 advisors | |||
| 4 | Assets under management $5,462,600,375 Number of advisors 12 advisors | |||
| 5 | Assets under management $366,074,704 Number of advisors 18 advisors | |||
| 6 | Assets under management $57,856,282 Number of advisors 27 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 Independence, 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.
Strategic Wealth Partners, Ltd.
Strategic Wealth Partners, Ltd. is a registered investment adviser based in Ohio, established in 2008. The firm specializes in providing asset management and investment consulting services for individuals, high net worth individuals, pension and profit-sharing plans, foundations, and corporate accounts. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, Retirement Plan Consulting, and Outsourced Chief Investment Officer Services. For Comprehensive Portfolio Management, fees range from 0.20% to 2.00% annually, based on assets under management, with a tiered fee schedule. Financial Planning & Consulting fees are charged on an hourly or flat fee basis, with a minimum fee of $3,000. Retirement Plan Consulting fees are based on a percentage of Plan assets under management or a flat fee. The firm does not charge performance-based fees and requires a minimum account balance of $500,000 for Comprehensive Portfolio Management. Investment strategies include Long-Term Trading and Short-Term Trading, with a focus on reducing risk through diversification. The firm uses fundamental and technical analysis methods. Clients have the option to grant investment discretion to the firm. Strategic Wealth Partners does not accept proxy authority to vote client securities and does not have custody of client funds or securities. The firm maintains client privacy and security measures in compliance with federal law.
$726,683,025 under management
20 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
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Enza Financial, LLC
Enza Financial, LLC is a financial advisory firm based in Independence, Ohio. It currently has approximately $110,790,278 of assets under management and employs about 5 people. Enza Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and tiered fees for levels of financial planning services.
$110,790,278 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
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
Advisory Consulting
Fairway Wealth Management LLC
Fairway Wealth Management LLC is a financial advisory firm based in Independence, Ohio. It currently has approximately $7,198,946 of assets under management and employs about 17 people. Fairway Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$7,198,946 under management
17 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
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
Credit And Cash Management Solutions
Idr Investment Management, LLC
IDR Investment Management, LLC is a registered investment adviser based in Independence, Ohio, providing services since December 2016. The firm primarily offers portfolio management services for private pooled investment vehicles, including the Core Property Index Trust and Core Property Index Fund, LLC. IDR also serves as the subadviser for the Accordant ODCE Index Fund and the Accordant Real Estate Growth Fund. The minimum investment commitment for the Private Funds is $5,000,000, negotiable at the firm's discretion, while the Growth Fund requires a minimum investment of $50,000, and the Registered Fund requires a minimum of $2,500. IDR charges management fees ranging from 0.2% to 0.4% per annum for the Private Funds, with fees payable quarterly in arrears. The Registered Fund pays a management fee of 0.60% to Accordant, which in turn pays IDR a sub-adviser fee of 0.30%. The Growth Fund's management fee is described in its Offering Documents. IDR does not accept performance-based fees or engage in side-by-side management. The firm exercises investment discretion for its clients and provides services based on predefined objectives, risk tolerance, and other suitability factors outlined in the Funds' governing documents. Clients are assured that IDR does not have any disciplinary disclosures and maintains a client-focused approach in its operations.
$5,462,600,375 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Edgewater Capital Partners
Edgewater Capital Partners is a financial advisory firm based in Independence, Ohio. It currently has approximately $366,074,704 of assets under management and employs about 18 people. Edgewater Capital Partners uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.
$366,074,704 under management
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
Cbiz Retirement Plan Advisory Services
CBIZ Retirement Plan Advisory Services, a subsidiary of CBIZ Financial Solutions, Inc., has been a registered investment adviser since September 1998. The firm primarily serves as a retirement plan consultant to corporations, non-profit organizations, and governmental entities sponsoring various retirement plans. CBIZ RPAS offers investment management, advisory, and brokerage services, ensuring ERISA compliance and plan suitability for employees. The firm's services include investment reviews, participant education, fiduciary training, fee benchmarking, compliance assistance, and plan mergers. CBIZ RPAS may provide services on an asset-based or fixed fee basis, typically ranging from 0.05% to 1.50% of assets under advisement. The firm does not charge performance-based fees and exercises investment discretion only when appointed as the Investment Manager. CBIZ RPAS follows a rigorous due diligence process, utilizing various investment platforms and third-party resources for analysis. The firm's investment strategy focuses on asset allocation based on historical risk and return rates. CBIZ RPAS discloses potential conflicts of interest, including affiliations with CBIZ Investment Advisory Services, LLC, and CBIZ Benefits & Insurance Services, Inc., ensuring transparency in compensation and service recommendations. Clients are encouraged to review custodial statements and engage in annual account reviews with their CBIZ RPAS Consultant.
$57,856,282 under management
27 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
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
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 Independence, 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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