# Financial advisors in Cleveland, OH

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/cleveland

## At a glance

- Investment advisory firms: 200
- Registration: SEC-registered investment adviser: 108, State-registered investment adviser: 82, Exempt reporting adviser: 10
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 49 (26%); Percentage of assets 178 (94%); Hourly charges 87 (46%); Subscription fees (newsletter or periodical) 4 (2%); Fixed fees 113 (59%); Commissions 7 (4%); Performance-based fees 29 (15%); Other 43 (23%); No compensation arrangements reported 10
- Regulatory assets under management (Item 5.F): Under $25 million 36 (18%); $25 million to $100 million 32 (16%); $100 million to $500 million 49 (25%); $500 million to $1 billion 23 (12%); $1 billion to $5 billion 19 (10%); Over $5 billion 15 (8%); Not reported 26 (13%)
- Years registered: Under 5 years 55 (28%); 5 to 9 years 47 (24%); 10 to 19 years 58 (29%); 20 years or more 39 (20%); Not reported 1 (1%)

## Firms (page 1 of 4, 1 to 50 of 200, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [2 Knights Wealth Management, LLC](https://advisorcensus.com/firm/2-knights-wealth-management-llc-pepper-pike-oh-307238) ([md](https://advisorcensus.com/firm/2-knights-wealth-management-llc-pepper-pike-oh-307238.md)) | 307238 | Pepper Pike, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Adaptive Financial Consulting, LLC](https://advisorcensus.com/firm/adaptive-financial-consulting-llc-beachwood-oh-288185) ([md](https://advisorcensus.com/firm/adaptive-financial-consulting-llc-beachwood-oh-288185.md)) | 288185 | Beachwood, OH | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Align Capital Partners, LP](https://advisorcensus.com/firm/align-capital-partners-lp-shaker-heights-oh-284487) ([md](https://advisorcensus.com/firm/align-capital-partners-lp-shaker-heights-oh-284487.md)) | 284487 | Shaker Heights, OH | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee, Other |
| [Alpha Planning and Financial Services, Inc.](https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842) ([md](https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842.md)) | 130842 | Solon, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Amfg Wealth Management LLC](https://advisorcensus.com/firm/amfg-wealth-management-llc-westlake-oh-292160) ([md](https://advisorcensus.com/firm/amfg-wealth-management-llc-westlake-oh-292160.md)) | 292160 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Ancora Advisors LLC](https://advisorcensus.com/firm/ancora-advisors-llc-mayfield-heights-oh-124674) ([md](https://advisorcensus.com/firm/ancora-advisors-llc-mayfield-heights-oh-124674.md)) | 124674 | Mayfield Heights, OH | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee, Other |
| [Ancora Alternatives LLC](https://advisorcensus.com/firm/ancora-alternatives-llc-cleveland-oh-311902) ([md](https://advisorcensus.com/firm/ancora-alternatives-llc-cleveland-oh-311902.md)) | 311902 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee, Other |
| [Ancora Private Wealth Advisors, LLC](https://advisorcensus.com/firm/ancora-private-wealth-advisors-llc-cleveland-oh-124845) ([md](https://advisorcensus.com/firm/ancora-private-wealth-advisors-llc-cleveland-oh-124845.md)) | 124845 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee, Other |
| [Ancora Retirement Plan Advisors, LLC](https://advisorcensus.com/firm/ancora-retirement-plan-advisors-llc-cleveland-oh-31256) ([md](https://advisorcensus.com/firm/ancora-retirement-plan-advisors-llc-cleveland-oh-31256.md)) | 31256 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee, Other |
| [Angart & Co.](https://advisorcensus.com/firm/angart-and-co-beachwood-oh-121394) ([md](https://advisorcensus.com/firm/angart-and-co-beachwood-oh-121394.md)) | 121394 | Beachwood, OH | State-registered investment adviser | Under $25 million | 25 | % of assets, Hourly |
| [Appaloosa Wealth Management LLC](https://advisorcensus.com/firm/appaloosa-wealth-management-llc-independence-oh-169935) ([md](https://advisorcensus.com/firm/appaloosa-wealth-management-llc-independence-oh-169935.md)) | 169935 | Independence, OH | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Ascend Wealth Advisors, LLC](https://advisorcensus.com/firm/ascend-wealth-advisors-llc-broadview-heights-oh-165774) ([md](https://advisorcensus.com/firm/ascend-wealth-advisors-llc-broadview-heights-oh-165774.md)) | 165774 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Ascend Wealth Management](https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269) ([md](https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269.md)) | 335269 | Brunswick, OH | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Athletes Financial Advisers, LLC](https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993) ([md](https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993.md)) | 284993 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [B.A. Schrock Wealth Management](https://advisorcensus.com/firm/b-a-schrock-wealth-management-wadsworth-oh-304694) ([md](https://advisorcensus.com/firm/b-a-schrock-wealth-management-wadsworth-oh-304694.md)) | 304694 | Wadsworth, OH | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Balanced Wealth Group LLC](https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007) ([md](https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007.md)) | 328007 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Beacon Financial Advisory LLC](https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334) ([md](https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334.md)) | 174334 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Bison Wealth Management, LLC](https://advisorcensus.com/firm/bison-wealth-management-llc-lyndhurst-oh-340724) ([md](https://advisorcensus.com/firm/bison-wealth-management-llc-lyndhurst-oh-340724.md)) | 340724 | Lyndhurst, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Blue Point Capital Partners LLC](https://advisorcensus.com/firm/blue-point-capital-partners-llc-cleveland-oh-157031) ([md](https://advisorcensus.com/firm/blue-point-capital-partners-llc-cleveland-oh-157031.md)) | 157031 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Bluestone Private Wealth, LLC](https://advisorcensus.com/firm/bluestone-private-wealth-llc-cleveland-oh-326055) ([md](https://advisorcensus.com/firm/bluestone-private-wealth-llc-cleveland-oh-326055.md)) | 326055 | Cleveland, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Boyd Watterson Asset Management, LLC](https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808) ([md](https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808.md)) | 107808 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Bright Path Sports Partners, LLC](https://advisorcensus.com/firm/bright-path-sports-partners-llc-cleveland-oh-327730) ([md](https://advisorcensus.com/firm/bright-path-sports-partners-llc-cleveland-oh-327730.md)) | 327730 | Cleveland, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Brookside Financial Advisors, LLC](https://advisorcensus.com/firm/brookside-financial-advisors-llc-parma-oh-157304) ([md](https://advisorcensus.com/firm/brookside-financial-advisors-llc-parma-oh-157304.md)) | 157304 | Parma, OH | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Other |
| [Buoyant Ventures Management, LLC](https://advisorcensus.com/firm/buoyant-ventures-management-llc-beachwood-oh-317957) ([md](https://advisorcensus.com/firm/buoyant-ventures-management-llc-beachwood-oh-317957.md)) | 317957 | Beachwood, OH | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Burns Financial Advisors, Inc.](https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826) ([md](https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826.md)) | 111826 | Independence, OH | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Performance fee |
| [Capital Advisors, Ltd., LLC](https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600) ([md](https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600.md)) | 153600 | Shaker Heights, OH | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Carnegie Investment Counsel](https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488) ([md](https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488.md)) | 150488 | Pepper Pike, OH | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Carver Financial Services Inc](https://advisorcensus.com/firm/carver-financial-services-inc-mentor-oh-111258) ([md](https://advisorcensus.com/firm/carver-financial-services-inc-mentor-oh-111258.md)) | 111258 | Mentor, OH | State-registered investment adviser | Not reported | 23 | Other |
| [Cbiz Investment Advisory Services, LLC](https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002) ([md](https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002.md)) | 286002 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Cbiz Retirement Plan Advisory Services](https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678) ([md](https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678.md)) | 16678 | Cleveland, OH | SEC-registered investment adviser | Under $25 million | 27 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [CBS Funding, Inc.](https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408) ([md](https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408.md)) | 158408 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [CCF Advisors LLC](https://advisorcensus.com/firm/ccf-advisors-llc-rocky-river-oh-141018) ([md](https://advisorcensus.com/firm/ccf-advisors-llc-rocky-river-oh-141018.md)) | 141018 | Rocky River, OH | State-registered investment adviser | Under $25 million | 20 | % of assets, Fixed fee |
| [Chagrin Valley Legacy Advisors, LLC](https://advisorcensus.com/firm/chagrin-valley-legacy-advisors-llc-chagrin-falls-oh-340652) ([md](https://advisorcensus.com/firm/chagrin-valley-legacy-advisors-llc-chagrin-falls-oh-340652.md)) | 340652 | Chagrin Falls, OH | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Chapman & Chapman Advisors LLC](https://advisorcensus.com/firm/chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655) ([md](https://advisorcensus.com/firm/chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655.md)) | 122655 | Chagrin Falls, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Citadel Investment Advisory Inc](https://advisorcensus.com/firm/citadel-investment-advisory-inc-chesterland-oh-110540) ([md](https://advisorcensus.com/firm/citadel-investment-advisory-inc-chesterland-oh-110540.md)) | 110540 | Chesterland, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Citymark Capital Management Company LLC](https://advisorcensus.com/firm/citymark-capital-management-company-llc-cleveland-oh-291405) ([md](https://advisorcensus.com/firm/citymark-capital-management-company-llc-cleveland-oh-291405.md)) | 291405 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Clearstead; Clearstead Advisory Solutions](https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674) ([md](https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674.md)) | 105674 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Hourly, Fixed fee, Other |
| [Cleveland Capital Management, L.L.C.](https://advisorcensus.com/firm/cleveland-capital-management-l-l-c-rocky-river-oh-341686) ([md](https://advisorcensus.com/firm/cleveland-capital-management-l-l-c-rocky-river-oh-341686.md)) | 341686 | Rocky River, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Cleveland Research Company LLC](https://advisorcensus.com/firm/cleveland-research-company-llc-cleveland-oh-142230) ([md](https://advisorcensus.com/firm/cleveland-research-company-llc-cleveland-oh-142230.md)) | 142230 | Cleveland, OH | State-registered investment adviser | Not reported | 3 | Other |
| [Cleveland Retirement Planning LLC](https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911) ([md](https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911.md)) | 308911 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Cleveland Wealth, LLC](https://advisorcensus.com/firm/cleveland-wealth-llc-cleveland-oh-282196) ([md](https://advisorcensus.com/firm/cleveland-wealth-llc-cleveland-oh-282196.md)) | 282196 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee, Other |
| [Clutterbuck Capital Management LLC](https://advisorcensus.com/firm/clutterbuck-capital-management-llc-cleveland-oh-140082) ([md](https://advisorcensus.com/firm/clutterbuck-capital-management-llc-cleveland-oh-140082.md)) | 140082 | Cleveland, OH | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Performance fee, Other |
| [CM Wealth Advisors LLC](https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467) ([md](https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467.md)) | 119467 | Beachwood, OH | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Other |
| [Coletta Capital, LLC](https://advisorcensus.com/firm/coletta-capital-llc-rocky-river-oh-322161) ([md](https://advisorcensus.com/firm/coletta-capital-llc-rocky-river-oh-322161.md)) | 322161 | Rocky River, OH | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Confiance, Financial & Investment Advisors](https://advisorcensus.com/firm/confiance-financial-and-investment-advisors-cleveland-oh-147697) ([md](https://advisorcensus.com/firm/confiance-financial-and-investment-advisors-cleveland-oh-147697.md)) | 147697 | Cleveland, OH | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Conservativemoney LLC](https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306) ([md](https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306.md)) | 121306 | Cleveland, OH | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Copper Ridge Wealth Management, LLC](https://advisorcensus.com/firm/copper-ridge-wealth-management-llc-lakewood-oh-323209) ([md](https://advisorcensus.com/firm/copper-ridge-wealth-management-llc-lakewood-oh-323209.md)) | 323209 | Lakewood, OH | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Cornerstone Asset Management Services, Inc.](https://advisorcensus.com/firm/cornerstone-asset-management-services-inc-broadview-heights-oh-137712) ([md](https://advisorcensus.com/firm/cornerstone-asset-management-services-inc-broadview-heights-oh-137712.md)) | 137712 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Cornerstone Family Office, LLC](https://advisorcensus.com/firm/cornerstone-family-office-llc-mayfield-heights-oh-120053) ([md](https://advisorcensus.com/firm/cornerstone-family-office-llc-mayfield-heights-oh-120053.md)) | 120053 | Mayfield Heights, OH | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [Cornerstone Wealth Management](https://advisorcensus.com/firm/cornerstone-wealth-management-westlake-oh-106950) ([md](https://advisorcensus.com/firm/cornerstone-wealth-management-westlake-oh-106950.md)) | 106950 | Westlake, OH | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/oh/cleveland/page/2.md

## Questions people ask

**How many financial advisory firms are there in Cleveland, OH?**
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.

**How many fee-only financial advisors are in Cleveland, OH?**
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.

**How many financial advisors in Cleveland, OH offer financial planning?**
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.

**Are the financial advisors in Cleveland, OH fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/oh/cleveland.csv

Cite as: AdvisorCensus. Financial advisors in Cleveland, OH: 200 firms from Form ADV filings as of October 2026.