# Financial advisors for businesses in Cleveland, OH

> AdvisorCensus lists 62 investment advisory firms with a principal office in the Cleveland metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

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

## At a glance

- Investment advisory firms: 62
- Registration: SEC-registered investment adviser: 53, State-registered investment adviser: 9
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (24%); Percentage of assets 62 (100%); Hourly charges 37 (60%); Fixed fees 43 (69%); Commissions 3 (5%); Performance-based fees 12 (19%); Other 15 (24%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (5%); $25 million to $100 million 6 (10%); $100 million to $500 million 19 (31%); $500 million to $1 billion 12 (19%); $1 billion to $5 billion 11 (18%); Over $5 billion 11 (18%)
- Years registered: Under 5 years 16 (26%); 5 to 9 years 15 (24%); 10 to 19 years 16 (26%); 20 years or more 15 (24%)

## Firms (page 1 of 2, 1 to 50 of 62, 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Enza Financial, LLC](https://advisorcensus.com/firm/enza-financial-llc-independence-oh-315827) ([md](https://advisorcensus.com/firm/enza-financial-llc-independence-oh-315827.md)) | 315827 | Independence, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Other |
| [Fairway Wealth Management LLC](https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031) ([md](https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031.md)) | 311031 | Independence, OH | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Financial Management Strategies, Inc.](https://advisorcensus.com/firm/financial-management-strategies-inc-broadview-hts-oh-120818) ([md](https://advisorcensus.com/firm/financial-management-strategies-inc-broadview-hts-oh-120818.md)) | 120818 | Broadview Hts., OH | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, 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 |
| [Fourth Dimension Wealth, LLC](https://advisorcensus.com/firm/fourth-dimension-wealth-llc-middleburg-heights-oh-306703) ([md](https://advisorcensus.com/firm/fourth-dimension-wealth-llc-middleburg-heights-oh-306703.md)) | 306703 | Middleburg Heights, OH | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Game Plan Financial Advisors, LLC](https://advisorcensus.com/firm/game-plan-financial-advisors-llc-westlake-oh-oh-147608) ([md](https://advisorcensus.com/firm/game-plan-financial-advisors-llc-westlake-oh-oh-147608.md)) | 147608 | Westlake, Oh, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Gatepass Capital, LLC](https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404) ([md](https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404.md)) | 329404 | Independence, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance 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 |
| [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 |
| [JPS Financial, LLC](https://advisorcensus.com/firm/jps-financial-llc-westlake-oh-169208) ([md](https://advisorcensus.com/firm/jps-financial-llc-westlake-oh-169208.md)) | 169208 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Key Investment Services LLC](https://advisorcensus.com/firm/key-investment-services-llc-brooklyn-oh-136300) ([md](https://advisorcensus.com/firm/key-investment-services-llc-brooklyn-oh-136300.md)) | 136300 | Brooklyn, OH | SEC-registered investment adviser | Over $5 billion | 20 | % of assets |
| [Kinetic Wealth Investment Advisors, LLC](https://advisorcensus.com/firm/kinetic-wealth-investment-advisors-llc-westlake-oh-311536) ([md](https://advisorcensus.com/firm/kinetic-wealth-investment-advisors-llc-westlake-oh-311536.md)) | 311536 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, 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 |
| [Lakeridge Wealth Management LLC](https://advisorcensus.com/firm/lakeridge-wealth-management-llc-mentor-oh-314071) ([md](https://advisorcensus.com/firm/lakeridge-wealth-management-llc-mentor-oh-314071.md)) | 314071 | Mentor, OH | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Lineweaver Wealth Advisors](https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310) ([md](https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310.md)) | 173310 | Valley View, OH | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [MAI Capital Management, LLC](https://advisorcensus.com/firm/mai-capital-management-llc-cleveland-oh-109807) ([md](https://advisorcensus.com/firm/mai-capital-management-llc-cleveland-oh-109807.md)) | 109807 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [McDonald Partners LLC](https://advisorcensus.com/firm/mcdonald-partners-llc-cleveland-oh-135414) ([md](https://advisorcensus.com/firm/mcdonald-partners-llc-cleveland-oh-135414.md)) | 135414 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Fixed fee, Commissions |
| [McLean Financial Planning and Investment Management](https://advisorcensus.com/firm/mclean-financial-planning-and-investment-management-mentor-oh-170717) ([md](https://advisorcensus.com/firm/mclean-financial-planning-and-investment-management-mentor-oh-170717.md)) | 170717 | Mentor, OH | State-registered investment adviser | Under $25 million | 12 | % 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 |
| [North Star Advisory Group, LLC](https://advisorcensus.com/firm/north-star-advisory-group-llc-beachwood-oh-171694) ([md](https://advisorcensus.com/firm/north-star-advisory-group-llc-beachwood-oh-171694.md)) | 171694 | Beachwood, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [ODA and Company, Inc.](https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952) ([md](https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952.md)) | 119952 | Medina, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Oneseven](https://advisorcensus.com/firm/oneseven-beachwood-oh-283087) ([md](https://advisorcensus.com/firm/oneseven-beachwood-oh-283087.md)) | 283087 | Beachwood, OH | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Paradigm Wealth Management, LLC](https://advisorcensus.com/firm/paradigm-wealth-management-llc-westlake-oh-148662) ([md](https://advisorcensus.com/firm/paradigm-wealth-management-llc-westlake-oh-148662.md)) | 148662 | Westlake, OH | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Other |
| [Park Edge Advisors, LLC](https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521) ([md](https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521.md)) | 317521 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [PCM Management Advisor, LLC](https://advisorcensus.com/firm/pcm-management-advisor-llc-chagrin-falls-oh-323946) ([md](https://advisorcensus.com/firm/pcm-management-advisor-llc-chagrin-falls-oh-323946.md)) | 323946 | Chagrin Falls, OH | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Performance fee |
| [Peak Wealth Solutions](https://advisorcensus.com/firm/peak-wealth-solutions-pepper-pike-oh-127391) ([md](https://advisorcensus.com/firm/peak-wealth-solutions-pepper-pike-oh-127391.md)) | 127391 | Pepper Pike, OH | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee, Other |
| [Prasad Wealth Partners](https://advisorcensus.com/firm/prasad-wealth-partners-independence-oh-332507) ([md](https://advisorcensus.com/firm/prasad-wealth-partners-independence-oh-332507.md)) | 332507 | Independence, OH | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Prosperity Capital Advisors](https://advisorcensus.com/firm/prosperity-capital-advisors-westlake-oh-156480) ([md](https://advisorcensus.com/firm/prosperity-capital-advisors-westlake-oh-156480.md)) | 156480 | Westlake, OH | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Redwood Financial Network](https://advisorcensus.com/firm/redwood-financial-network-solon-oh-157834) ([md](https://advisorcensus.com/firm/redwood-financial-network-solon-oh-157834.md)) | 157834 | Solon, OH | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Reed Financial Services, Inc.](https://advisorcensus.com/firm/reed-financial-services-inc-cleveland-oh-112179) ([md](https://advisorcensus.com/firm/reed-financial-services-inc-cleveland-oh-112179.md)) | 112179 | Cleveland, OH | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee, Commissions |
| [River Wealth Management LLC](https://advisorcensus.com/firm/river-wealth-management-llc-medina-oh-309167) ([md](https://advisorcensus.com/firm/river-wealth-management-llc-medina-oh-309167.md)) | 309167 | Medina, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [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 |
| [Rockport Wealth Advisors](https://advisorcensus.com/firm/rockport-wealth-advisors-fairview-park-oh-297122) ([md](https://advisorcensus.com/firm/rockport-wealth-advisors-fairview-park-oh-297122.md)) | 297122 | Fairview Park, OH | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee, Performance fee |

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

## Questions people ask

**Which financial advisors in Cleveland, OH work with businesses?**
62 investment advisory firms with a principal office in the Cleveland metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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. Financial advisors for businesses in Cleveland, OH: 62 firms from Form ADV filings as of October 2026.