AdvisorCensus / Financial advisors / Ohio / Cleveland, OH / Branch offices
Advisory firms with an office in Cleveland, OH, headquartered elsewhere
126 investment advisory firms with a principal office outside the Cleveland, OH metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advance Capital Management Inc | Independence, OH | Southfield, MI | SEC-registered investment adviser |
| Adviceone Advisory Services, LLC | Independence, OH | Glastonbury, CT | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Middleburg Heights, OH | Ridgewood, NJ | SEC-registered investment adviser |
| Alliancebernstein L.P. | Cleveland, OH | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | North Olmsted, OH | Lincoln, NE | SEC-registered investment adviser |
| American Independent Securities Group, LLC | North Royalton, OH | Eagle, ID | SEC-registered investment adviser |
| Apogem Capital LLC | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Arax Advisory Partners | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Archer Investment Corporation | Westlake, OH | Carmel, IN | SEC-registered investment adviser |
| Arena Private Wealth | Shaker Heights, OH | Chicago, IL | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Brunswick, OH | Dallas, TX | SEC-registered investment adviser |
| Ausdal Financial Partners, Inc. | Willoughby, OH | Davenport, IA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Independence, OH | Dubuque, IA | SEC-registered investment adviser |
| BAM Credit and Insurance Solutions Advisor LLC | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Beachwood, OH | Chicago, IL | SEC-registered investment adviser |
| Bluespring Wealth Management, LLC | Concord, OH | Austin, TX | SEC-registered investment adviser |
| Brighton Jones LLC | Beachwood, OH | Seattle, WA | SEC-registered investment adviser |
| Brookfield Asset Management PIC Adviser (Private Equity), L.P. | Cleveland, OH | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC Canada, LP | Cleveland, OH | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC US, LLC | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Brookfield Renewable Energy Group LLC | Cleveland, OH | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Caffeinated Capital Management, LLC | Cleveland, OH | Aspen, CO | Exempt reporting adviser |
| Capital Analysts | Cleveland, OH | Fort Washington, PA | SEC-registered investment adviser |
| Cerity Partners LLC | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Cleveland, OH | Schaumburg, IL | SEC-registered investment adviser |
| Citizens Securities, Inc. | Rocky River, OH | Johnston, RI | SEC-registered investment adviser |
| Client-Centered Cross-Border Private Wealth Advisory | Independence, OH | Khlong Tan, Khlong Toei, Bangkok, Thailand | SEC-registered investment adviser |
| Coordinated Capital Securities, Inc. | Strongsville, OH | Fort Atkinson, WI | SEC-registered investment adviser |
| Core Industrial Partners, LLC | Orange Village, OH | Chicago, IL | SEC-registered investment adviser |
| Corecap Advisors | Amherst, OH | Southfield, MI | SEC-registered investment adviser |
| Corient | Shaker Heights, OH | Miami, FL | SEC-registered investment adviser |
| Corient IA LP | Shaker Heights, OH | Miami, FL | SEC-registered investment adviser |
| Creative Planning | Middlesburgh Heights, OH | Overland Park, KS | SEC-registered investment adviser |
| CS McKee | Cleveland, OH | Warrendale, PA | SEC-registered investment adviser |
| Daymark Wealth Partners, LLC | Pepper Pike, OH | Cincinnati, OH | SEC-registered investment adviser |
| Debussy Capital Management LP | Beachwood, OH | Chicago, IL | Exempt reporting adviser |
| Duncan Financial Planning Advisors | Strongsville, OH | Irwin, PA | SEC-registered investment adviser |
| Emvision Capital Advisors, LLC | Medina, OH | Aurora, OH | SEC-registered investment adviser |
| Equitable Advisors, LLC | Independence, OH | New York, NY | SEC-registered investment adviser |
| Exodus Wealth, LLC | Olmstead Township, OH | Fort Lauderdale, FL | SEC-registered investment adviser |
| Federated Advisory Services Company | Pepper Pike, OH | Pittsburgh, PA | SEC-registered investment adviser |
| Federated Global Investment Management Corp. | Pepper Pike, OH | New York, NY | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Cleveland, OH | Cincinnati, OH | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Westlake, OH | Lake St. Louis, MO | SEC-registered investment adviser |
| Fort Washington Investment Advisors Inc | Beachwood, OH | Cincinnati, OH | SEC-registered investment adviser |
| Fortis Capital Advisors, LLC | Westlake, OH | Prairie Village, KS | SEC-registered investment adviser |
| G. A. Repple & Company | Rocky River, OH | Casselberry, FL | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Cleveland, OH | Rolling Meadows, IL | SEC-registered investment adviser |
| Global Retirement Partners LLC | Cleveland, OH | San Rafael, CA | SEC-registered investment adviser |
| Golden Reserve Retirement, LLC | Independence, OH | Dublin, OH | SEC-registered investment adviser |
| Guardian Wealth Partners, LLC | Beachwood, OH | New York, NY | SEC-registered investment adviser |
| Hantz Financial Services, Inc. | Independence, OH | Southfield, MI | SEC-registered investment adviser |
| Hightower Advisors, LLC | Cleveland, OH | Chicago, IL | SEC-registered investment adviser |
| Huntington Financial Advisors | Brunswick, OH | Columbus, OH | SEC-registered investment adviser |
| Independent Financial Partners | Avon Lake, OH | Tampa, FL | SEC-registered investment adviser |
| Intrua Financial | Broadview Heights, OH | Houston, TX | SEC-registered investment adviser |
| Johnson Investment Counsel, Inc. | Cleveland, OH | Cincinnati, OH | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Cleveland, OH | Los Angeles, CA | SEC-registered investment adviser |
| Key Investment Management, LLC | Cleveland, OH | Chicago, IL | Exempt reporting adviser |
| Kiplinger Wealth Advisors | Strongsville, OH | Springboro, OH | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Strongsville, OH | Elmhurst, IL | SEC-registered investment adviser |
| Lexaurum Advisors | Medina, OH | Overland Park, KS | SEC-registered investment adviser |
| Lido | Beachwood, OH | Los Angeles, CA | SEC-registered investment adviser |
| Lincoln Investment | Cleveland, OH | Fort Washington, PA | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | Mentor, OH | Lubbock, TX | SEC-registered investment adviser |
| LPL Financial LLC | Beachwood, OH | Fort Mill, SC | SEC-registered investment adviser |
| Mariner | Beachwood, OH | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Brecksville, OH | Overland Park, KS | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Medina, OH | Fort Wayne, IN | SEC-registered investment adviser |
| Mercer Investments LLC | Cleveland, OH | Boston, MA | SEC-registered investment adviser |
| Modern Capital Advisors, LLC | Westlake, OH | Raleigh, NC | SEC-registered investment adviser |
| Monticello Associates, LLC | Cleveland, OH | Denver, CO | SEC-registered investment adviser |
| Newedge Advisors | Beachwood, OH | New Orleans, LA | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | Mayfield Hts, OH | Atlanta, GA | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Orange Village, OH | Scottsdale, AZ | SEC-registered investment adviser |
| Park Avenue Securities LLC | Beachwood, OH | New York, NY | SEC-registered investment adviser |
| Pinnacle Advisors | Medina, OH | Mansfield, OH | SEC-registered investment adviser |
| PNC Capital Advisors LLC | Cleveland, OH | Baltimore, MD | SEC-registered investment adviser |
| PNC Wealth Management | Cleveland, OH | Pittsburgh, PA | SEC-registered investment adviser |
| Portfolio Medics, LLC | Parma Heights, OH | Bonita Springs, FL | SEC-registered investment adviser |
| Primus Capital Partners, Inc. | Pepper Pike, OH | Atlanta, GA | SEC-registered investment adviser |
| REA Wealth Management | Avon, OH | New Philadelphia, OH | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Willoughby, OH | Wilmington, DE | SEC-registered investment adviser |
| RFG Advisory, LLC | Westlake, OH | Vestavia Hills, AL | SEC-registered investment adviser |
| Rivervest Venture Partners | Cleveland, OH | St. Louis, MO | Exempt reporting adviser |
| Robert W. Baird & Co. Incorporated | Cleveland, OH | Milwaukee, WI | SEC-registered investment adviser |
| Rockefeller Capital Management | Woodmere, OH | New York, NY | SEC-registered investment adviser |
| Rockwood Equity Partners LLC | Cleveland, OH | Denver, CO | SEC-registered investment adviser |
| Royal Oak Financial Advisors, LLC | Westlake, OH | Royal Oak, MI | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Cleveland, OH | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Cleveland, OH | Nashville, TN | SEC-registered investment adviser |
| SAX Wealth Advisors, LLC | Rocky River, OH | Parsippany, NJ | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Bay Village,, OH | Troy, MI | SEC-registered investment adviser |
| Segal Marco Advisors | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Seia | Cleveland, OH | Los Angeles, CA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Cleveland, OH | Akron, OH | SEC-registered investment adviser |
| Sigma Investment Counselors | Pepper Pike, OH | Northville, MI | SEC-registered investment adviser |
| Signal Tree Financial Partners LLC | Mayfield Heights, OH | Copley, OH | SEC-registered investment adviser |
| Signature Equity Partners, LLC | Broadview Heights, OH | Columbus, OH | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Beachwood, OH | Jackson, TN | SEC-registered investment adviser |
| Southland Equity Partners, LLC. | North Ridgeville, OH | Charlottesville, VA | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Stepstone Group Real Estate LP | Cleveland, OH | La Jolla, CA | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Mentor, OH | St Louis, MO | SEC-registered investment adviser |
| Stonex Advisors Inc. | Garfield Heights, OH | Birmingham, AL | SEC-registered investment adviser |
| The Mather Group, LLC | Cleveland, OH | Chicago, IL | SEC-registered investment adviser |
| The Riverside Company | Cleveland, OH | New York, NY | SEC-registered investment adviser |
| Trek Financial | Medina, OH | Scottsdale, AZ | SEC-registered investment adviser |
| United Advisor Group | Independence, OH | Cincinnati, OH | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Mentor, OH | Akron, OH | SEC-registered investment adviser |
| Victory Capital Management Inc. | Brooklyn, OH | San Antonio, TX | SEC-registered investment adviser |
| Vicus Capital, Inc. | Cleveland, OH | State College, PA | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Berea, OH | Brentwood, TN | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Independence, OH | Windsor, CT | SEC-registered investment adviser |
| W&S Advisory Services, LLC | Independence, OH | Cincinnati, OH | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Independence, OH | Cincinnati, OH | SEC-registered investment adviser |
| W.A. Smith Financial Group | Independence, OH | Sandusky, OH | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Cleveland, OH | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Advisors | Beachwood, OH | New York, NY | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Cleveland, OH | Aliso Viejo, CA | SEC-registered investment adviser |
| Wedbush Securities Inc. | Cleveland, OH | Pasadena, CA | SEC-registered investment adviser |
| Wells Fargo Advisors | Beachwood, OH | St. Louis, MO | SEC-registered investment adviser |
| Westminster Financial Advisory Corp | Medina, OH | Beavercreek, OH | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Independence, OH | Mansfield, OH | SEC-registered investment adviser |
| World Investment Advisors, LLC | Cleveland, OH | Lincroft, NJ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Cleveland, OH on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Aspire Growth Partners LLC | Medina, OH | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Medina, OH | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Cleveland, OH, headquartered elsewhere. https://advisorcensus.com/advisors/oh/cleveland/branch-offices https://advisorcensus.com/advisors/oh/cleveland/branch-offices