AdvisorCensus / Financial advisors / Ohio / Cleveland, OH / Fidelity Investments
Financial advisors in Cleveland, OH using Fidelity Investments
32 SEC-registered investment advisory firms headquartered in the Cleveland, OH metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 2 Knights Wealth Management, LLC | Pepper Pike | SEC-registered investment adviser | $100 million to $500 million |
| Adaptive Financial Consulting, LLC | Beachwood | SEC-registered investment adviser | $500 million to $1 billion |
| Ancora Advisors LLC | Mayfield Heights | SEC-registered investment adviser | $1 billion to $5 billion |
| Ancora Private Wealth Advisors, LLC | Cleveland | SEC-registered investment adviser | $1 billion to $5 billion |
| Balanced Wealth Group LLC | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Financial Advisory LLC | Cleveland | SEC-registered investment adviser | $500 million to $1 billion |
| Carnegie Investment Counsel | Pepper Pike | SEC-registered investment adviser | Over $5 billion |
| Cbiz Investment Advisory Services, LLC | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Clearstead; Clearstead Advisory Solutions | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Elios Financial Group, Inc. | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| First Mason Financial, LLC | Medina | SEC-registered investment adviser | $100 million to $500 million |
| Gatepass Capital, LLC | Independence | SEC-registered investment adviser | $100 million to $500 million |
| Highland Consulting Associates Inc. | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Highland Consulting Associates International, Inc. | Cleveland | SEC-registered investment adviser | $25 million to $100 million |
| Journey Wealth Management | Cleveland | SEC-registered investment adviser | $1 billion to $5 billion |
| Lakeridge Wealth Management LLC | Mentor | SEC-registered investment adviser | $500 million to $1 billion |
| Landing Point Financial Group | Avon | SEC-registered investment adviser | $100 million to $500 million |
| Lineweaver Wealth Advisors | Valley View | SEC-registered investment adviser | $1 billion to $5 billion |
| MAI Capital Management, LLC | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Michael Brady & Co., LLC | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| Newport Investment Advisors Inc | Beachwood | SEC-registered investment adviser | $100 million to $500 million |
| Oneseven | Beachwood | SEC-registered investment adviser | Over $5 billion |
| Paradigm Wealth Management, LLC | Westlake | SEC-registered investment adviser | $500 million to $1 billion |
| Peak Wealth Solutions | Pepper Pike | SEC-registered investment adviser | $500 million to $1 billion |
| Prasad Wealth Partners | Independence | SEC-registered investment adviser | $500 million to $1 billion |
| Prosperity Capital Advisors | Westlake | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Wealth Partners, Ltd. | Independence | SEC-registered investment adviser | $1 billion to $5 billion |
| Stratos Investment Management, LLC | Beachwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Stratos Wealth Advisors LLC | Beachwood | SEC-registered investment adviser | Over $5 billion |
| Stratos Wealth Partners, Ltd | Beachwood | SEC-registered investment adviser | Over $5 billion |
| Wellspring Family Office | Cleveland | SEC-registered investment adviser | Over $5 billion |
| Winslow Asset Management Inc | Beachwood | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Cleveland, OH using Fidelity Investments. https://advisorcensus.com/advisors/oh/cleveland/custodians/fidelity https://advisorcensus.com/advisors/oh/cleveland/custodians/fidelity