AdvisorCensus / Financial advisors / Ohio / Cleveland, OH / LPL Financial LLC
Financial advisors in Cleveland, OH using LPL Financial LLC
5 SEC-registered investment advisory firms headquartered in the Cleveland, OH metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Fourth Dimension Wealth, LLC | Middleburg Heights | SEC-registered investment adviser | $100 million to $500 million |
| Kinetic Wealth Investment Advisors, LLC | Westlake | SEC-registered investment adviser | $100 million to $500 million |
| ODA and Company, Inc. | Medina | SEC-registered investment adviser | $100 million to $500 million |
| Redwood Financial Network | Solon | SEC-registered investment adviser | $100 million to $500 million |
| Stratos Wealth Partners, Ltd | Beachwood | SEC-registered investment adviser | Over $5 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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Cleveland, OH using LPL Financial LLC. https://advisorcensus.com/advisors/oh/cleveland/custodians/lpl-financial https://advisorcensus.com/advisors/oh/cleveland/custodians/lpl-financial