# Fee-only financial advisors in Cleveland, OH

> AdvisorCensus lists 49 investment advisory firms with a principal office in the Cleveland metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

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

## At a glance

- Investment advisory firms: 49
- Registration: SEC-registered investment adviser: 21, State-registered investment adviser: 28
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 49 (100%); Percentage of assets 47 (96%); Hourly charges 20 (41%); Fixed fees 24 (49%)
- Regulatory assets under management (Item 5.F): Under $25 million 13 (27%); $25 million to $100 million 13 (27%); $100 million to $500 million 13 (27%); $500 million to $1 billion 4 (8%); $1 billion to $5 billion 2 (4%); Over $5 billion 2 (4%); Not reported 2 (4%)
- Years registered: Under 5 years 12 (24%); 5 to 9 years 12 (24%); 10 to 19 years 12 (24%); 20 years or more 13 (27%)

## Firms (page 1 of 1, 1 to 49 of 49, 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 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 |
| [Coyne Capital Management, LLC](https://advisorcensus.com/firm/coyne-capital-management-llc-westlake-oh-152814) ([md](https://advisorcensus.com/firm/coyne-capital-management-llc-westlake-oh-152814.md)) | 152814 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 16 | % of assets |
| [Defiant Financial Services LLC](https://advisorcensus.com/firm/defiant-financial-services-llc-westlake-oh-314403) ([md](https://advisorcensus.com/firm/defiant-financial-services-llc-westlake-oh-314403.md)) | 314403 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Endeavor Wealth Advisors, LLC](https://advisorcensus.com/firm/endeavor-wealth-advisors-llc-pepper-pike-oh-305348) ([md](https://advisorcensus.com/firm/endeavor-wealth-advisors-llc-pepper-pike-oh-305348.md)) | 305348 | Pepper Pike, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Family Life Financial Planning](https://advisorcensus.com/firm/family-life-financial-planning-mentor-oh-284922) ([md](https://advisorcensus.com/firm/family-life-financial-planning-mentor-oh-284922.md)) | 284922 | Mentor, OH | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Firefly Wealth Management](https://advisorcensus.com/firm/firefly-wealth-management-cleveland-oh-331225) ([md](https://advisorcensus.com/firm/firefly-wealth-management-cleveland-oh-331225.md)) | 331225 | Cleveland, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [First Fiduciary Investment Counsel Inc](https://advisorcensus.com/firm/first-fiduciary-investment-counsel-inc-cleveland-oh-111144) ([md](https://advisorcensus.com/firm/first-fiduciary-investment-counsel-inc-cleveland-oh-111144.md)) | 111144 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 50 | % of assets, Fixed fee |
| [Grenadilla Advisory LLC](https://advisorcensus.com/firm/grenadilla-advisory-llc-beachwood-oh-336376) ([md](https://advisorcensus.com/firm/grenadilla-advisory-llc-beachwood-oh-336376.md)) | 336376 | Beachwood, OH | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Highland Consulting Associates Inc.](https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834) ([md](https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834.md)) | 109834 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [Highland Consulting Associates International, Inc.](https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906) ([md](https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906.md)) | 282906 | Cleveland, OH | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Journey Wealth Management](https://advisorcensus.com/firm/journey-wealth-management-cleveland-oh-298904) ([md](https://advisorcensus.com/firm/journey-wealth-management-cleveland-oh-298904.md)) | 298904 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [Kenneth A. Dery & Associates](https://advisorcensus.com/firm/kenneth-a-dery-and-associates-willoughby-oh-120184) ([md](https://advisorcensus.com/firm/kenneth-a-dery-and-associates-willoughby-oh-120184.md)) | 120184 | Willoughby, OH | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Keystone Financial Planning, Inc](https://advisorcensus.com/firm/keystone-financial-planning-inc-westlake-oh-104640) ([md](https://advisorcensus.com/firm/keystone-financial-planning-inc-westlake-oh-104640.md)) | 104640 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Fixed fee |
| [Kirtland Hills Capital Management, LLC](https://advisorcensus.com/firm/kirtland-hills-capital-management-llc-bratenahl-oh-174335) ([md](https://advisorcensus.com/firm/kirtland-hills-capital-management-llc-bratenahl-oh-174335.md)) | 174335 | Bratenahl, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Klopp Investment Management LLC](https://advisorcensus.com/firm/klopp-investment-management-llc-cleveland-oh-106145) ([md](https://advisorcensus.com/firm/klopp-investment-management-llc-cleveland-oh-106145.md)) | 106145 | Cleveland, OH | State-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Legacy Financial Advisors, LLC](https://advisorcensus.com/firm/legacy-financial-advisors-llc-solon-oh-130350) ([md](https://advisorcensus.com/firm/legacy-financial-advisors-llc-solon-oh-130350.md)) | 130350 | Solon, OH | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [Lesjak Planning, LLC](https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090) ([md](https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090.md)) | 110090 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 45 | % of assets, Hourly, Fixed fee |
| [Michael Brady & Co., LLC](https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093) ([md](https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093.md)) | 130093 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [NEO Investment Counsel, LLC](https://advisorcensus.com/firm/neo-investment-counsel-llc-cleveland-oh-309018) ([md](https://advisorcensus.com/firm/neo-investment-counsel-llc-cleveland-oh-309018.md)) | 309018 | Cleveland, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Newport Investment Advisors Inc](https://advisorcensus.com/firm/newport-investment-advisors-inc-beachwood-oh-113175) ([md](https://advisorcensus.com/firm/newport-investment-advisors-inc-beachwood-oh-113175.md)) | 113175 | Beachwood, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Night Sky Capital Management, LLC](https://advisorcensus.com/firm/night-sky-capital-management-llc-cleveland-heights-oh-135870) ([md](https://advisorcensus.com/firm/night-sky-capital-management-llc-cleveland-heights-oh-135870.md)) | 135870 | Cleveland Heights, OH | State-registered investment adviser | Under $25 million | 21 | % of assets, Fixed fee |
| [North Point Portfolio Managers Corporation](https://advisorcensus.com/firm/north-point-portfolio-managers-corporation-orange-village-oh-111257) ([md](https://advisorcensus.com/firm/north-point-portfolio-managers-corporation-orange-village-oh-111257.md)) | 111257 | Orange Village, OH | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets |
| [Oak Park Wealth Management LLC](https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511) ([md](https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511.md)) | 195511 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Oncenter Financial Advisors LLC](https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013) ([md](https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013.md)) | 168013 | Beachwood, OH | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Peck & Associates, LLC](https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055) ([md](https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055.md)) | 121055 | Independence, OH | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [Purtill Financial LLC](https://advisorcensus.com/firm/purtill-financial-llc-highland-heights-oh-133764) ([md](https://advisorcensus.com/firm/purtill-financial-llc-highland-heights-oh-133764.md)) | 133764 | Highland Heights, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Red River Capital](https://advisorcensus.com/firm/red-river-capital-parma-oh-341266) ([md](https://advisorcensus.com/firm/red-river-capital-parma-oh-341266.md)) | 341266 | Parma, OH | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Riverview Research, LLC](https://advisorcensus.com/firm/riverview-research-llc-independence-oh-162318) ([md](https://advisorcensus.com/firm/riverview-research-llc-independence-oh-162318.md)) | 162318 | Independence, OH | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [S.C. Thomas & Associates, CPA, LLC](https://advisorcensus.com/firm/s-c-thomas-and-associates-cpa-llc-medina-oh-121666) ([md](https://advisorcensus.com/firm/s-c-thomas-and-associates-cpa-llc-medina-oh-121666.md)) | 121666 | Medina, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Sorfis Investments, LLC](https://advisorcensus.com/firm/sorfis-investments-llc-chardon-oh-300363) ([md](https://advisorcensus.com/firm/sorfis-investments-llc-chardon-oh-300363.md)) | 300363 | Chardon, OH | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Spinnaker Financial Group, LLC](https://advisorcensus.com/firm/spinnaker-financial-group-llc-independence-oh-165279) ([md](https://advisorcensus.com/firm/spinnaker-financial-group-llc-independence-oh-165279.md)) | 165279 | Independence, OH | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Spring Ocean Capital LLC](https://advisorcensus.com/firm/spring-ocean-capital-llc-chagrin-falls-oh-282737) ([md](https://advisorcensus.com/firm/spring-ocean-capital-llc-chagrin-falls-oh-282737.md)) | 282737 | Chagrin Falls, OH | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Thomas & Company LLC](https://advisorcensus.com/firm/thomas-and-company-llc-beachwood-oh-164731) ([md](https://advisorcensus.com/firm/thomas-and-company-llc-beachwood-oh-164731.md)) | 164731 | Beachwood, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Trajectory Financial Planning](https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904) ([md](https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904.md)) | 321904 | Cleveland, OH | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Transcend Wealth](https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210) ([md](https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210.md)) | 292210 | Woodmere, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Turning Point Advisors, LLC](https://advisorcensus.com/firm/turning-point-advisors-llc-novelty-oh-291633) ([md](https://advisorcensus.com/firm/turning-point-advisors-llc-novelty-oh-291633.md)) | 291633 | Novelty, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Van Cleef Asset Management Inc](https://advisorcensus.com/firm/van-cleef-asset-management-inc-beachwood-oh-105768) ([md](https://advisorcensus.com/firm/van-cleef-asset-management-inc-beachwood-oh-105768.md)) | 105768 | Beachwood, OH | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets |
| [Victory Financial Services LLC](https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184) ([md](https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184.md)) | 291184 | Medina, OH | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Virtera Partners LLC](https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187) ([md](https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187.md)) | 308187 | Pepper Pike, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Whitestone Capital Management, Inc.](https://advisorcensus.com/firm/whitestone-capital-management-inc-avon-oh-120468) ([md](https://advisorcensus.com/firm/whitestone-capital-management-inc-avon-oh-120468.md)) | 120468 | Avon, OH | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Your Wealth Financial Solutions, LLC](https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533) ([md](https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533.md)) | 331533 | Westfield Center, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [ZAK Advisory, LLC](https://advisorcensus.com/firm/zak-advisory-llc-rocky-river-oh-162308) ([md](https://advisorcensus.com/firm/zak-advisory-llc-rocky-river-oh-162308.md)) | 162308 | Rocky River, OH | State-registered investment adviser | Under $25 million | 14 | % of assets |

## 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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Cite as: AdvisorCensus. Fee-only financial advisors in Cleveland, OH: 49 firms from Form ADV filings as of October 2026.