# Financial advisors for high-net-worth individuals in Cleveland, OH

> Find financial advisors in Cleveland, OH who work with high-net-worth individuals. AdvisorCensus lists 138 investment advisory firms with a principal office in the Cleveland metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/cleveland/for-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 138
- Registration: SEC-registered investment adviser: 85, State-registered investment adviser: 53
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 41 (30%); Percentage of assets 137 (99%); Hourly charges 76 (55%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 95 (69%); Commissions 5 (4%); Performance-based fees 11 (8%); Other 28 (20%)
- Regulatory assets under management (Item 5.F): Under $25 million 22 (16%); $25 million to $100 million 30 (22%); $100 million to $500 million 42 (30%); $500 million to $1 billion 19 (14%); $1 billion to $5 billion 12 (9%); Over $5 billion 12 (9%); Not reported 1 (1%)
- Years registered: Under 5 years 37 (27%); 5 to 9 years 34 (25%); 10 to 19 years 37 (27%); 20 years or more 30 (22%)

## Firms (page 2 of 3, 51 to 100 of 138, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Gateway Asset Management, LLC](https://advisorcensus.com/firm/gateway-asset-management-llc-independence-oh-311521) ([md](https://advisorcensus.com/firm/gateway-asset-management-llc-independence-oh-311521.md)) | 311521 | Independence, OH | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [GJW Investment Adviser LLC](https://advisorcensus.com/firm/gjw-investment-adviser-llc-medina-oh-135511) ([md](https://advisorcensus.com/firm/gjw-investment-adviser-llc-medina-oh-135511.md)) | 135511 | Medina, OH | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, 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 |
| [Gross Investments LLC](https://advisorcensus.com/firm/gross-investments-llc-valley-city-oh-310119) ([md](https://advisorcensus.com/firm/gross-investments-llc-valley-city-oh-310119.md)) | 310119 | Valley City, OH | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Subscription, 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 |
| [Independence Capital Co., Inc.](https://advisorcensus.com/firm/independence-capital-co-inc-parma-oh-24723) ([md](https://advisorcensus.com/firm/independence-capital-co-inc-parma-oh-24723.md)) | 24723 | Parma, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Independence Wealth Advisors, LLC](https://advisorcensus.com/firm/independence-wealth-advisors-llc-independence-oh-306236) ([md](https://advisorcensus.com/firm/independence-wealth-advisors-llc-independence-oh-306236.md)) | 306236 | Independence, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Intentional Wealth Partners](https://advisorcensus.com/firm/intentional-wealth-partners-cleveland-oh-286157) ([md](https://advisorcensus.com/firm/intentional-wealth-partners-cleveland-oh-286157.md)) | 286157 | Cleveland, OH | State-registered investment adviser | $25 million to $100 million | 9 | % 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 |
| [Kedzior Wealth Management LLC](https://advisorcensus.com/firm/kedzior-wealth-management-llc-independence-oh-289293) ([md](https://advisorcensus.com/firm/kedzior-wealth-management-llc-independence-oh-289293.md)) | 289293 | Independence, OH | State-registered investment adviser | $25 million to $100 million | 9 | % 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Kosmin Wealth Management](https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138) ([md](https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138.md)) | 298138 | Beachwood, OH | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Landing Point Financial Group](https://advisorcensus.com/firm/landing-point-financial-group-avon-oh-312978) ([md](https://advisorcensus.com/firm/landing-point-financial-group-avon-oh-312978.md)) | 312978 | Avon, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, 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 |
| [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 |
| [M3 Wealth Management](https://advisorcensus.com/firm/m3-wealth-management-north-royalton-oh-335612) ([md](https://advisorcensus.com/firm/m3-wealth-management-north-royalton-oh-335612.md)) | 335612 | North Royalton, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, 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 |
| [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 |
| [Nextgen Wealth Defense LLC](https://advisorcensus.com/firm/nextgen-wealth-defense-llc-lorain-oh-334545) ([md](https://advisorcensus.com/firm/nextgen-wealth-defense-llc-lorain-oh-334545.md)) | 334545 | Lorain, OH | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Nirvana Analytics, LLC](https://advisorcensus.com/firm/nirvana-analytics-llc-pepper-pike-oh-148341) ([md](https://advisorcensus.com/firm/nirvana-analytics-llc-pepper-pike-oh-148341.md)) | 148341 | Pepper Pike, OH | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [ORG Portfolio Management LLC](https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198) ([md](https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198.md)) | 130198 | Beachwood, OH | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee, Performance 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 |
| [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 |
| [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 |
| [Pennant Wealth Management LLC](https://advisorcensus.com/firm/pennant-wealth-management-llc-westlake-oh-331948) ([md](https://advisorcensus.com/firm/pennant-wealth-management-llc-westlake-oh-331948.md)) | 331948 | Westlake, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [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 |
| [Prelude Financial](https://advisorcensus.com/firm/prelude-financial-wadsworth-oh-282158) ([md](https://advisorcensus.com/firm/prelude-financial-wadsworth-oh-282158.md)) | 282158 | Wadsworth, OH | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Prestige Wealth Management LLC](https://advisorcensus.com/firm/prestige-wealth-management-llc-strongsville-oh-281426) ([md](https://advisorcensus.com/firm/prestige-wealth-management-llc-strongsville-oh-281426.md)) | 281426 | Strongsville, OH | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Providence Financial Services, LLC](https://advisorcensus.com/firm/providence-financial-services-llc-rocky-river-oh-135093) ([md](https://advisorcensus.com/firm/providence-financial-services-llc-rocky-river-oh-135093.md)) | 135093 | Rocky River, OH | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Cleveland, OH work with high-net-worth individuals?**
138 investment advisory firms with a principal office in the Cleveland metro area report high-net-worth individuals 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 high-net-worth individuals in Cleveland, OH: 138 firms from Form ADV filings as of October 2026.