Top financial advisors in Solon, OH
We've curated a list of the best financial advisors in Solon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $920,567,754 Number of advisors 10 advisors | |||
| 2 | Assets under management $163,532,650 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Solon, 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.
Revisor Wealth Management LLC
Revisor Wealth Management, LLC, established in February 2004 and registered in December 2013, is a registered investment advisor based in Ohio. The firm offers investment advisory services to individuals, high net worth individuals, and financial professionals, with a minimum account size typically set at $250,000. Revisor provides customized investment solutions, primarily using low-cost mutual funds and ETFs, with a focus on long-term strategies. Clients may place restrictions on investments, and Revisor conducts due diligence before making recommendations. The firm may also recommend unaffiliated money managers for certain portfolios. Fees for advisory services range from 1.50% to 1.00% based on a tiered schedule. Revisor does not charge performance-based fees and acts in a fiduciary capacity. The firm primarily uses fundamental analysis for investment strategies and emphasizes risk management. Revisor does not have custody of client funds, and clients must engage a qualified custodian. The firm has no disciplinary events and maintains a Code of Ethics. Revisor does not participate in soft dollar programs and does not receive compensation for brokerage referrals. Clients receive quarterly brokerage statements from the custodian, and the firm reviews accounts at least annually. Revisor does not vote on client securities and has no adverse financial situations.
$920,567,754 under management
10 advisors
Fee structure
A percentage of assets under your management
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
Redwood Financial Network
Redwood Financial Network Corp. is a registered investment adviser established in 2011, offering asset allocation and investment management services through their wrap fee program, Redwood Asset Management (RAM). RAM provides a comprehensive asset management service for a single fee covering account management, brokerage, custody, and administrative services. The firm manages both discretionary and non-discretionary accounts, with fees ranging from 0.50% to 2.5% annually, negotiable based on assets under management and investment objectives. Redwood's investment process involves four steps: Discovery, Portfolio Construction, Implementation, and Monitor and Review. The firm utilizes various investment alternatives, including mutual funds, ETFs, individual stocks, and bonds, tailored to clients' financial goals and risk tolerance. Redwood's affiliated persons are registered representatives of LPL Financial, allowing access to diverse investment opportunities. The firm discloses potential conflicts of interest, such as compensation from mutual fund companies and insurance product sales. Redwood emphasizes compliance with a Code of Ethics, ensuring fair and ethical practices. Clients are encouraged to review fees, risks, and investment strategies, with a minimum account size of $250,000 for new clients. The firm maintains client confidentiality, conducts compliance reviews, and discloses any disciplinary events. Redwood's commitment to transparency and client-focused services is evident throughout the brochure.
$163,532,650 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SUBSCRIPTION FEES FOR SOFTWARE OR WEB BASED APPLICATIONS
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
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 Solon, 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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