{ "path": "/advisors/oh/cleveland", "url": "https://advisorcensus.com/advisors/oh/cleveland", "page_type": "metro", "title": "Financial advisors in Cleveland, OH", "filters": {}, "scope_total": 200, "faq": [ { "q": "How many financial advisory firms are there in Cleveland, OH?", "a": "AdvisorCensus lists 200 investment advisory firms with a principal office in the Cleveland metro area, from Form ADV filings as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Cleveland, OH?", "a": "49 of the 200 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Cleveland, OH offer financial planning?", "a": "122 of the 190 firms in Cleveland, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Cleveland, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 49 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 200 investment advisory firms with a principal office in the Cleveland metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Cleveland has 200 investment advisory firms with a principal office in the metro area as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. 49 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 68 report under $100 million in regulatory assets under management. The metro area has 931,377 households, 93,323 of them with income of $200,000 or more, or 467 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Cleveland, OH: 200 firms from Form ADV filings as of October 2026.", "total_firms": 200, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 108, "state": 82, "exempt": 10 }, "fee_model_mix": [ { "code": "fee-only", "count": 49 }, { "code": "percentage_of_aum", "count": 178 }, { "code": "hourly", "count": 87 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 113 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 43 }, { "code": "not_reported", "count": 10 } ], "years_registered_distribution": [ { "code": "under_5", "count": 55 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 58 }, { "code": "20_plus", "count": 39 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 32 }, { "code": "100m_500m", "count": 49 }, { "code": "500m_1b", "count": 23 }, { "code": "1b_5b", "count": 19 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 26 } ], "firms": [ { "crd_number": 307238, "name": "2 Knights Wealth Management, LLC", "name_as_filed": "2 KNIGHTS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/2-knights-wealth-management-llc-pepper-pike-oh-307238", "city": "Pepper Pike", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288185, "name": "Adaptive Financial Consulting, LLC", "name_as_filed": "ADAPTIVE FINANCIAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/adaptive-financial-consulting-llc-beachwood-oh-288185", "city": "Beachwood", "state": "OH", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284487, "name": "Align Capital Partners, LP", "name_as_filed": "ALIGN CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/align-capital-partners-lp-shaker-heights-oh-284487", "city": "Shaker Heights", "state": "OH", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 130842, "name": "Alpha Planning and Financial Services, Inc.", "name_as_filed": "ALPHA PLANNING AND FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842", "city": "Solon", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292160, "name": "Amfg Wealth Management LLC", "name_as_filed": "AMFG WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amfg-wealth-management-llc-westlake-oh-292160", "city": "Westlake", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124674, "name": "Ancora Advisors LLC", "name_as_filed": "ANCORA ADVISORS LLC", "url": "https://advisorcensus.com/firm/ancora-advisors-llc-mayfield-heights-oh-124674", "city": "Mayfield Heights", "state": "OH", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 311902, "name": "Ancora Alternatives LLC", "name_as_filed": "ANCORA ALTERNATIVES LLC", "url": "https://advisorcensus.com/firm/ancora-alternatives-llc-cleveland-oh-311902", "city": "Cleveland", "state": "OH", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 124845, "name": "Ancora Private Wealth Advisors, LLC", "name_as_filed": "ANCORA PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ancora-private-wealth-advisors-llc-cleveland-oh-124845", "city": "Cleveland", "state": "OH", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 31256, "name": "Ancora Retirement Plan Advisors, LLC", "name_as_filed": "ANCORA RETIREMENT PLAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ancora-retirement-plan-advisors-llc-cleveland-oh-31256", "city": "Cleveland", "state": "OH", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 121394, "name": "Angart & Co.", "name_as_filed": "ANGART & CO.", "url": "https://advisorcensus.com/firm/angart-and-co-beachwood-oh-121394", "city": "Beachwood", "state": "OH", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169935, "name": "Appaloosa Wealth Management LLC", "name_as_filed": "APPALOOSA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/appaloosa-wealth-management-llc-independence-oh-169935", "city": "Independence", "state": "OH", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165774, "name": "Ascend Wealth Advisors, LLC", "name_as_filed": "ASCEND WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ascend-wealth-advisors-llc-broadview-heights-oh-165774", "city": "Broadview Heights", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335269, "name": "Ascend Wealth Management", "name_as_filed": "ASCEND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269", "city": "Brunswick", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 284993, "name": "Athletes Financial Advisers, LLC", "name_as_filed": "ATHLETES FINANCIAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993", "city": "Westlake", "state": "OH", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304694, "name": "B.A. Schrock Wealth Management", "name_as_filed": "B.A. SCHROCK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/b-a-schrock-wealth-management-wadsworth-oh-304694", "city": "Wadsworth", "state": "OH", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328007, "name": "Balanced Wealth Group LLC", "name_as_filed": "BALANCED WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007", "city": "Westlake", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174334, "name": "Beacon Financial Advisory LLC", "name_as_filed": "BEACON FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334", "city": "Cleveland", "state": "OH", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 340724, "name": "Bison Wealth Management, LLC", "name_as_filed": "BISON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bison-wealth-management-llc-lyndhurst-oh-340724", "city": "Lyndhurst", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 157031, "name": "Blue Point Capital Partners LLC", "name_as_filed": "BLUE POINT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/blue-point-capital-partners-llc-cleveland-oh-157031", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326055, "name": "Bluestone Private Wealth, LLC", "name_as_filed": "BLUESTONE PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/bluestone-private-wealth-llc-cleveland-oh-326055", "city": "Cleveland", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107808, "name": "Boyd Watterson Asset Management, LLC", "name_as_filed": "BOYD WATTERSON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808", "city": "Cleveland", "state": "OH", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 327730, "name": "Bright Path Sports Partners, LLC", "name_as_filed": "BRIGHT PATH SPORTS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bright-path-sports-partners-llc-cleveland-oh-327730", "city": "Cleveland", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157304, "name": "Brookside Financial Advisors, LLC", "name_as_filed": "BROOKSIDE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brookside-financial-advisors-llc-parma-oh-157304", "city": "Parma", "state": "OH", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 317957, "name": "Buoyant Ventures Management, LLC", "name_as_filed": "BUOYANT VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buoyant-ventures-management-llc-beachwood-oh-317957", "city": "Beachwood", "state": "OH", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111826, "name": "Burns Financial Advisors, Inc.", "name_as_filed": "BURNS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826", "city": "Independence", "state": "OH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153600, "name": "Capital Advisors, Ltd., LLC", "name_as_filed": "CAPITAL ADVISORS, LTD., LLC", "url": "https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600", "city": "Shaker Heights", "state": "OH", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150488, "name": "Carnegie Investment Counsel", "name_as_filed": "CARNEGIE INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488", "city": "Pepper Pike", "state": "OH", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111258, "name": "Carver Financial Services Inc", "name_as_filed": "CARVER FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/carver-financial-services-inc-mentor-oh-111258", "city": "Mentor", "state": "OH", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 286002, "name": "Cbiz Investment Advisory Services, LLC", "name_as_filed": "CBIZ INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 16678, "name": "Cbiz Retirement Plan Advisory Services", "name_as_filed": "CBIZ RETIREMENT PLAN ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678", "city": "Cleveland", "state": "OH", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 158408, "name": "CBS Funding, Inc.", "name_as_filed": "CBS FUNDING, INC.", "url": "https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408", "city": "Broadview Heights", "state": "OH", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141018, "name": "CCF Advisors LLC", "name_as_filed": "CCF ADVISORS LLC", "url": "https://advisorcensus.com/firm/ccf-advisors-llc-rocky-river-oh-141018", "city": "Rocky River", "state": "OH", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340652, "name": "Chagrin Valley Legacy Advisors, LLC", "name_as_filed": "CHAGRIN VALLEY LEGACY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/chagrin-valley-legacy-advisors-llc-chagrin-falls-oh-340652", "city": "Chagrin Falls", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122655, "name": "Chapman & Chapman Advisors LLC", "name_as_filed": "CHAPMAN & CHAPMAN ADVISORS LLC", "url": "https://advisorcensus.com/firm/chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655", "city": "Chagrin Falls", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110540, "name": "Citadel Investment Advisory Inc", "name_as_filed": "CITADEL INVESTMENT ADVISORY INC", "url": "https://advisorcensus.com/firm/citadel-investment-advisory-inc-chesterland-oh-110540", "city": "Chesterland", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291405, "name": "Citymark Capital Management Company LLC", "name_as_filed": "CITYMARK CAPITAL MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/citymark-capital-management-company-llc-cleveland-oh-291405", "city": "Cleveland", "state": "OH", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105674, "name": "Clearstead; Clearstead Advisory Solutions", "name_as_filed": "CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS", "url": "https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 341686, "name": "Cleveland Capital Management, L.L.C.", "name_as_filed": "CLEVELAND CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/cleveland-capital-management-l-l-c-rocky-river-oh-341686", "city": "Rocky River", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 142230, "name": "Cleveland Research Company LLC", "name_as_filed": "CLEVELAND RESEARCH COMPANY LLC", "url": "https://advisorcensus.com/firm/cleveland-research-company-llc-cleveland-oh-142230", "city": "Cleveland", "state": "OH", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 308911, "name": "Cleveland Retirement Planning LLC", "name_as_filed": "CLEVELAND RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911", "city": "Westlake", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282196, "name": "Cleveland Wealth, LLC", "name_as_filed": "CLEVELAND WEALTH, LLC", "url": "https://advisorcensus.com/firm/cleveland-wealth-llc-cleveland-oh-282196", "city": "Cleveland", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 140082, "name": "Clutterbuck Capital Management LLC", "name_as_filed": "CLUTTERBUCK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/clutterbuck-capital-management-llc-cleveland-oh-140082", "city": "Cleveland", "state": "OH", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 119467, "name": "CM Wealth Advisors LLC", "name_as_filed": "CM WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467", "city": "Beachwood", "state": "OH", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 322161, "name": "Coletta Capital, LLC", "name_as_filed": "COLETTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/coletta-capital-llc-rocky-river-oh-322161", "city": "Rocky River", "state": "OH", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147697, "name": "Confiance, Financial & Investment Advisors", "name_as_filed": "CONFIANCE, FINANCIAL & INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/confiance-financial-and-investment-advisors-cleveland-oh-147697", "city": "Cleveland", "state": "OH", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121306, "name": "Conservativemoney LLC", "name_as_filed": "CONSERVATIVEMONEY LLC", "url": "https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323209, "name": "Copper Ridge Wealth Management, LLC", "name_as_filed": "COPPER RIDGE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/copper-ridge-wealth-management-llc-lakewood-oh-323209", "city": "Lakewood", "state": "OH", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137712, "name": "Cornerstone Asset Management Services, Inc.", "name_as_filed": "CORNERSTONE ASSET MANAGEMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/cornerstone-asset-management-services-inc-broadview-heights-oh-137712", "city": "Broadview Heights", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120053, "name": "Cornerstone Family Office, LLC", "name_as_filed": "CORNERSTONE FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/cornerstone-family-office-llc-mayfield-heights-oh-120053", "city": "Mayfield Heights", "state": "OH", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 106950, "name": "Cornerstone Wealth Management", "name_as_filed": "CORNERSTONE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cornerstone-wealth-management-westlake-oh-106950", "city": "Westlake", "state": "OH", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "metro": { "path": "/advisors/oh/cleveland", "label": "Financial advisors in Cleveland, OH" }, "city_pages": [ { "path": "/advisors/oh/cleveland/beachwood", "label": "Financial advisors in Beachwood, OH", "firm_count": 21 }, { "path": "/advisors/oh/cleveland/westlake", "label": "Financial advisors in Westlake, OH", "firm_count": 18 }, { "path": "/advisors/oh/cleveland/independence", "label": "Financial advisors in Independence, OH", "firm_count": 17 }, { "path": "/advisors/oh/cleveland/pepper-pike", "label": "Financial advisors in Pepper Pike, OH", "firm_count": 11 } ], "fee_pages": [ { "path": "/advisors/oh/cleveland/fee-only", "label": "Fee-only financial advisors in Cleveland, OH", "firm_count": 49 }, { "path": "/advisors/oh/cleveland/flat-fee", "label": "Flat-fee financial advisors in Cleveland, OH", "firm_count": 113 }, { "path": "/advisors/oh/cleveland/hourly", "label": "Hourly financial advisors in Cleveland, OH", "firm_count": 87 } ], "niche_pages": [ { "path": "/advisors/oh/cleveland/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Cleveland, OH" }, { "path": "/advisors/oh/cleveland/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Cleveland, OH" } ] }, "csv": "https://advisorcensus.com/advisors/oh/cleveland.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 11, "sec_registered_at_start": 103, "per_100_registered": 10.68, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 11 firms here registered with the SEC as investment advisers: 10.7 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }