Top financial advisors in Shaker Heights, OH
We've curated a list of the best financial advisors in Shaker Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $491,400,000 Number of advisors 25 advisors | |||
| 2 | Assets under management $1,548,037,961 Number of advisors 26 advisors | |||
| 3 | Assets under management $501,500,000 Number of advisors 0 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 Shaker Heights, 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.
Paragon Advisors, Inc.
New Paragon, LLC is a fee-based multi-family office and financial advisory firm that became a wholly owned subsidiary of Corient Private Wealth LLC on May 31, 2024. Specializing in managing family wealth for individuals with a net worth exceeding $10,000,000, the firm offers services such as financial organization, tax planning, asset allocation analysis, estate planning, investment counseling, and more. With Regulatory Assets Under Management totaling approximately $1,005,000,000, Paragon tailors its services to each client's unique circumstances. The firm charges an annual retainer fee for core services, negotiated based on the client's financial situation, and may bill separately for additional projects at hourly rates ranging from $90-$470. Paragon recommends third-party money managers for clients, who charge separate fees based on assets under management. Additionally, through its affiliate New Falmouth, LLC, Paragon offers investment opportunities in private funds, with fees ranging from 0.4% to 0.8% of net asset value. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Clients have varying levels of control over their investments, with Paragon having discretionary authority in limited cases. The firm does not have a history of disciplinary actions and provides ongoing account reviews and reporting tailored to each client's needs.
$491,400,000 under management
25 advisors
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
Align Capital Partners, Lp
Align Capital Partners, Lp is a financial advisory firm based in Shaker Heights, Ohio. It currently has approximately $1,548,037,961 of assets under management and employs about 26 people. Align Capital Partners, Lp uses a fee structure of a percentage of assets under your management, performance-based fees and monitoring and transaction fees.
$1,548,037,961 under management
26 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
MONITORING AND TRANSACTION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Falmouth Investment Company, Inc.
New Falmouth, LLC is an investment advisor firm established on June 28, 2024. As of January 1, 2024, the firm manages approximately $519,100,000 of assets on a discretionary basis. Specializing in providing investment advisory services to investment funds primarily offered to families who are clients of New Paragon LLC, New Falmouth charges fees based on the level of involvement in each fund. Fees include an organization fee of around $20,000 per pool, an annual asset management fee ranging from 0.4% to 0.8% of the net asset value, and a distribution fee for certain funds. The firm's investment strategy varies by fund, investing in managers based on each fund's strategy as detailed in private placement memorandums. Clients should be aware of the risks involved, as past performance does not guarantee future results. New Falmouth is a fiduciary, acting in the best interests of its clients. The firm has no disciplinary history and has custody of assets held by the investment partnerships it manages. Additionally, New Falmouth has discretion over investment decisions, including selecting managers and negotiating commission rates. The firm also has authority to vote proxies on behalf of advisory clients.
$501,500,000 under management
0 advisor
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
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 Shaker Heights, 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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