Find a Financial Advisor in Cleveland, OH

 

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We did the hard work of finding trustworthy partners in Cleveland, OH.

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We Only Work With The Best Cleveland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Cleveland, OH


  • Financial Advisor Close to Cleveland, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Cleveland, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cleveland, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Cleveland financial advisors.
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How Retirement-Friendly is Cleveland, OH?

  • Population: 385,282
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $78,500
  • Average Monthly Housing Cost: $716
  • Average Household Income: $46,137
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)



The Top Financial Advisor Firms in Cleveland, OH

 

GLASFUNDS, LLC

Website

(216) 862-1300

1100 Superior Ave E
Suite 1775
Cleveland, OH 44114

SEC#: 801-119167
Years in Business: 1 years

CIRRUS WEALTH MANAGEMENT

Website

(216) 503-9310

6060 Rockside Woods Blvd
Suite 141
Cleveland, OH 44131

SEC#: 801-107369
Years in Business: 5 years

ANCORA RETIREMENT PLAN ADVISORS INC.

Website

(216) 593-5090

6060 Parkland
Suite 200
Cleveland, OH 44124

SEC#: 801-67475
Years in Business: 14 years

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Website

(216) 447-9000

6050 Oak Tree Blvd
Suite 500
Cleveland, OH 44131

SEC#: 801-56332
Years in Business: 22 years

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Website

(216) 447-9000

6050 Oak Tree Blvd
Suite 500
Cleveland, OH 44131

SEC#: 801-108996
Years in Business: 4 years

ASSET MANAGEMENT ADVISORY GROUP LLC

Website

(216) 561-0744

614 W. Superior Ave
Suite # 625
Cleveland, OH 44113

SEC#: 801-67384
Years in Business: 14 years

HIGHLAND CONSULTING ASSOCIATES INC.

Website

(440) 808-1500

159 Crocker Park Blvd., Suite 350

Cleveland, OH 44145

SEC#: 801-46040
Years in Business: 27 years

FIRST FIDUCIARY INVESTMENT COUNSEL INC

Website

(216) 643-9100

6100 Oak Tree Blvd. Suite 185

Cleveland, OH 44131

SEC#: 801-11685
Years in Business: 45 years

WINFIELD ASSOCIATES INC

Website

(216) 241-2575

700 West st Clair Avenue
Suite 404
Cleveland, OH 44113

SEC#: 801-54970
Years in Business: 23 years

 


Cleveland, OH Financial Advisor FAQs

You should ask them what you can expect to achieve with different portions of your financial assets, which funds they use for investing, and what level of risk keeps their clients happy.
Yes. Financial advisors help people by lowering their risk of financial loss by bringing diversified investments into a portfolio. Some may also help with things like income guarantees, maximizing cash flow, college education funds, long-term care insurance, home equity strategies, retirement preparation, asset allocation plans and tax savings strategies.
Clients pay an ongoing fee for financial advising based on what you need. the cost typically varies the most, depending on which product they're getting advice about.
You can find a financial advisor by contacting your bank. This is the best way to become matched with an advisor who will help you invest in what you need. Financial advisors are there to serve your specific needs, so it is best to make sure they are equipped for the job. Advisors might specialize in investments or in retirement planning or in something else altogether, but they all have one thing in common- they want to help you reach your goals along with theirs.