Top financial advisors in Mayfield Heights, OH
We’ve curated a list of the best financial advisors in Mayfield Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,243,946,116
Number of advisors
60 advisors
| $2,243,946,116 | 60 advisors | |
| 2 |
Assets under management
$744,084,174
Number of advisors
11 advisors
| $744,084,174 | 11 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.
Methodology
To generate our top financial advisors list in Mayfield Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mayfield Heights. 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.
Ancora Advisors LLC
Ancora Advisors, LLC is a registered investment advisor specializing in customized portfolio management for individual investors, high net worth investors, investment companies, and institutions. The firm is part of the Focus Financial Partners, LLC partnership and is indirectly owned by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC. Ancora Advisors acts as a fiduciary under ERISA and the IRC, ensuring specific duties and obligations are met. The firm offers tailored relationships, separately managed accounts, and selective allocations to affiliated privately managed funds for qualified investors. Ancora Advisors manages approximately $2.5 billion in client assets on a discretionary basis and $1.9 billion on a non-discretionary basis. Fees are based on a percentage of assets under management and are negotiable in certain instances. The firm's investment strategies include equity and fixed income managed strategies, as well as managed allocation strategies. Ancora Advisors conducts periodic reviews of portfolios and provides clients with regular reports. The firm has a proxy voting policy and a code of ethics in place to ensure compliance and transparency in its operations. Ancora Advisors has a strong financial condition and has not been subject to bankruptcy proceedings. The firm does not have requirements for state-registered advisors. For more information, clients can contact Jason Geers at (216) 825-4000 or [email protected].
$2,243,946,116 under management
60 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio 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 SolutionsSt. Clair Advisors, LLC
St. Clair Advisors, LLC, established in 2010, is an independent, practitioner-owned multi-family office catering to wealthy families, business owners, and corporate executives. Their services include investment advisory, tax planning, wealth transfer, retirement planning, and charitable planning. The firm's three Principals oversee operations, investment strategies, and tax services. St. Clair Advisors offers tailored financial plans based on clients' specific financial situations and goals, with a minimum account size of $10,000,000. Clients have the option to engage in retirement rollovers without obligation. The firm acts as a fiduciary, putting clients' best interests first and does not charge performance-based fees. Investment strategies focus on diversified portfolios, including traditional and alternative asset classes. St. Clair Advisors uses Charles Schwab & Co., Inc. as a custodian and broker, providing access to institutional services. Clients receive regular performance reviews and transparent fee structures based on assets under management or advisement. The firm upholds a Code of Ethics, ensuring client confidentiality and prohibiting insider trading. St. Clair Advisors does not receive compensation for client referrals and maintains financial stability to meet contractual commitments.
$744,084,174 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersTax Planning And Tax Compliance
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.
Methodology
To generate our top financial advisors list in Mayfield Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mayfield Heights. 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.
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