Top advisors in Shaker Heights
We’ve curated a list of the best financial advisors in Shaker Heights, take a look at it below
Find an advisor in Shaker Heights| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,548,037,961 | 26 advisors | ||
| 2 | $501,500,000 | 0 advisors | ||
| 3 | $491,400,000 | 25 advisors |
How we came up with this list
To generate our top financial advisors list in Shaker 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 Shaker 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. 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.
1. Align Capital Partners, Lp
Assets under management
$1,548,037,961
Fee structure
A percentage of assets under your management
Performance-based fees
MONITORING AND TRANSACTION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Falmouth Investment Company, Inc.
Assets under management
$501,500,000
Fee structure
A percentage of assets under your management
Performance-based fees
FIXED ORGANIZATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Selection Of Investment Managers
3. Paragon Advisors, Inc.
Assets under management
$491,400,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
ANNUAL RETAINER BASED ON COMPLEXITY OF EACH CLIENT'S SITUATION.
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.