{ "path": "/advisors/oh/cleveland/for-retirement-plans", "url": "https://advisorcensus.com/advisors/oh/cleveland/for-retirement-plans", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in Cleveland, OH", "filters": {}, "scope_total": 64, "faq": [ { "q": "Which financial advisors in Cleveland, OH work with retirement plans?", "a": "64 investment advisory firms with a principal office in the Cleveland metro area report retirement plans 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." }, { "q": "How many financial advisory firms are there in Cleveland, OH?", "a": "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." }, { "q": "How many fee-only financial advisors are in Cleveland, OH?", "a": "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." }, { "q": "How many financial advisors in Cleveland, OH offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Cleveland, OH fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 64 investment advisory firms with a principal office in the Cleveland metro area that report retirement plans 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.", "about_market": "Cleveland has 200 investment advisory firms with a principal office in the metro area as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. 49 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 68 report under $100 million in regulatory assets under management. The metro area has 931,377 households, 93,323 of them with income of $200,000 or more, or 467 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for retirement plans in Cleveland, OH: 64 firms from Form ADV filings as of October 2026.", "total_firms": 64, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 52, "state": 12, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 64 }, { "code": "hourly", "count": 38 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 49 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 9 }, { "code": "other", "count": 17 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 12 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 21 }, { "code": "20_plus", "count": 19 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 10 }, { "code": "100m_500m", "count": 18 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 13 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 307238, "name": "2 Knights Wealth Management, LLC", "name_as_filed": "2 KNIGHTS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/2-knights-wealth-management-llc-pepper-pike-oh-307238", "city": "Pepper Pike", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288185, "name": "Adaptive Financial Consulting, LLC", "name_as_filed": "ADAPTIVE FINANCIAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/adaptive-financial-consulting-llc-beachwood-oh-288185", "city": "Beachwood", "state": "OH", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130842, "name": "Alpha Planning and Financial Services, Inc.", "name_as_filed": "ALPHA PLANNING AND FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842", "city": "Solon", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292160, "name": "Amfg Wealth Management LLC", "name_as_filed": "AMFG WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amfg-wealth-management-llc-westlake-oh-292160", "city": "Westlake", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124674, "name": "Ancora Advisors LLC", "name_as_filed": "ANCORA ADVISORS LLC", "url": "https://advisorcensus.com/firm/ancora-advisors-llc-mayfield-heights-oh-124674", "city": "Mayfield Heights", "state": "OH", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 124845, "name": "Ancora Private Wealth Advisors, LLC", "name_as_filed": "ANCORA PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ancora-private-wealth-advisors-llc-cleveland-oh-124845", "city": "Cleveland", "state": "OH", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 165774, "name": "Ascend Wealth Advisors, LLC", "name_as_filed": "ASCEND WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ascend-wealth-advisors-llc-broadview-heights-oh-165774", "city": "Broadview Heights", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328007, "name": "Balanced Wealth Group LLC", "name_as_filed": "BALANCED WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007", "city": "Westlake", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174334, "name": "Beacon Financial Advisory LLC", "name_as_filed": "BEACON FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334", "city": "Cleveland", "state": "OH", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 107808, "name": "Boyd Watterson Asset Management, LLC", "name_as_filed": "BOYD WATTERSON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808", "city": "Cleveland", "state": "OH", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153600, "name": "Capital Advisors, Ltd., LLC", "name_as_filed": "CAPITAL ADVISORS, LTD., LLC", "url": "https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600", "city": "Shaker Heights", "state": "OH", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150488, "name": "Carnegie Investment Counsel", "name_as_filed": "CARNEGIE INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488", "city": "Pepper Pike", "state": "OH", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286002, "name": "Cbiz Investment Advisory Services, LLC", "name_as_filed": "CBIZ INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 16678, "name": "Cbiz Retirement Plan Advisory Services", "name_as_filed": "CBIZ RETIREMENT PLAN ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678", "city": "Cleveland", "state": "OH", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 158408, "name": "CBS Funding, Inc.", "name_as_filed": "CBS FUNDING, INC.", "url": "https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408", "city": "Broadview Heights", "state": "OH", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105674, "name": "Clearstead; Clearstead Advisory Solutions", "name_as_filed": "CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS", "url": "https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 308911, "name": "Cleveland Retirement Planning LLC", "name_as_filed": "CLEVELAND RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911", "city": "Westlake", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121306, "name": "Conservativemoney LLC", "name_as_filed": "CONSERVATIVEMONEY LLC", "url": "https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106950, "name": "Cornerstone Wealth Management", "name_as_filed": "CORNERSTONE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cornerstone-wealth-management-westlake-oh-106950", "city": "Westlake", "state": "OH", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148023, "name": "Cunningham Wealth Management", "name_as_filed": "CUNNINGHAM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cunningham-wealth-management-broadview-heights-oh-148023", "city": "Broadview Heights", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 314403, "name": "Defiant Financial Services LLC", "name_as_filed": "DEFIANT FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/defiant-financial-services-llc-westlake-oh-314403", "city": "Westlake", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305348, "name": "Endeavor Wealth Advisors, LLC", "name_as_filed": "ENDEAVOR WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/endeavor-wealth-advisors-llc-pepper-pike-oh-305348", "city": "Pepper Pike", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 315827, "name": "Enza Financial, LLC", "name_as_filed": "ENZA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/enza-financial-llc-independence-oh-315827", "city": "Independence", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 158173, "name": "Fidato Wealth LLC", "name_as_filed": "FIDATO WEALTH LLC", "url": "https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173", "city": "Middleburg Heights", "state": "OH", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120818, "name": "Financial Management Strategies, Inc.", "name_as_filed": "FINANCIAL MANAGEMENT STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/financial-management-strategies-inc-broadview-hts-oh-120818", "city": "Broadview Hts.", "state": "OH", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111144, "name": "First Fiduciary Investment Counsel Inc", "name_as_filed": "FIRST FIDUCIARY INVESTMENT COUNSEL INC", "url": "https://advisorcensus.com/firm/first-fiduciary-investment-counsel-inc-cleveland-oh-111144", "city": "Cleveland", "state": "OH", "years_registered": 50, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145025, "name": "First Mason Financial, LLC", "name_as_filed": "FIRST MASON FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/first-mason-financial-llc-medina-oh-145025", "city": "Medina", "state": "OH", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306703, "name": "Fourth Dimension Wealth, LLC", "name_as_filed": "FOURTH DIMENSION WEALTH, LLC", "url": "https://advisorcensus.com/firm/fourth-dimension-wealth-llc-middleburg-heights-oh-306703", "city": "Middleburg Heights", "state": "OH", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329404, "name": "Gatepass Capital, LLC", "name_as_filed": "GATEPASS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404", "city": "Independence", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 109834, "name": "Highland Consulting Associates Inc.", "name_as_filed": "HIGHLAND CONSULTING ASSOCIATES INC.", "url": "https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834", "city": "Cleveland", "state": "OH", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282906, "name": "Highland Consulting Associates International, Inc.", "name_as_filed": "HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.", "url": "https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906", "city": "Cleveland", "state": "OH", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286208, "name": "IDR Investment Management, LLC", "name_as_filed": "IDR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/idr-investment-management-llc-independence-oh-286208", "city": "Independence", "state": "OH", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136300, "name": "Key Investment Services LLC", "name_as_filed": "KEY INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/key-investment-services-llc-brooklyn-oh-136300", "city": "Brooklyn", "state": "OH", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106145, "name": "Klopp Investment Management LLC", "name_as_filed": "KLOPP INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/klopp-investment-management-llc-cleveland-oh-106145", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314071, "name": "Lakeridge Wealth Management LLC", "name_as_filed": "LAKERIDGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lakeridge-wealth-management-llc-mentor-oh-314071", "city": "Mentor", "state": "OH", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110090, "name": "Lesjak Planning, LLC", "name_as_filed": "LESJAK PLANNING, LLC", "url": "https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090", "city": "Westlake", "state": "OH", "years_registered": 45, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173310, "name": "Lineweaver Wealth Advisors", "name_as_filed": "LINEWEAVER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310", "city": "Valley View", "state": "OH", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109807, "name": "MAI Capital Management, LLC", "name_as_filed": "MAI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mai-capital-management-llc-cleveland-oh-109807", "city": "Cleveland", "state": "OH", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 135414, "name": "McDonald Partners LLC", "name_as_filed": "MCDONALD PARTNERS LLC", "url": "https://advisorcensus.com/firm/mcdonald-partners-llc-cleveland-oh-135414", "city": "Cleveland", "state": "OH", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 309018, "name": "NEO Investment Counsel, LLC", "name_as_filed": "NEO INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/neo-investment-counsel-llc-cleveland-oh-309018", "city": "Cleveland", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113175, "name": "Newport Investment Advisors Inc", "name_as_filed": "NEWPORT INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/newport-investment-advisors-inc-beachwood-oh-113175", "city": "Beachwood", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111257, "name": "North Point Portfolio Managers Corporation", "name_as_filed": "NORTH POINT PORTFOLIO MANAGERS CORPORATION", "url": "https://advisorcensus.com/firm/north-point-portfolio-managers-corporation-orange-village-oh-111257", "city": "Orange Village", "state": "OH", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171694, "name": "North Star Advisory Group, LLC", "name_as_filed": "NORTH STAR ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/north-star-advisory-group-llc-beachwood-oh-171694", "city": "Beachwood", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283087, "name": "Oneseven", "name_as_filed": "ONESEVEN", "url": "https://advisorcensus.com/firm/oneseven-beachwood-oh-283087", "city": "Beachwood", "state": "OH", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130198, "name": "ORG Portfolio Management LLC", "name_as_filed": "ORG PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198", "city": "Beachwood", "state": "OH", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 317521, "name": "Park Edge Advisors, LLC", "name_as_filed": "PARK EDGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521", "city": "Cleveland", "state": "OH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 127391, "name": "Peak Wealth Solutions", "name_as_filed": "PEAK WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/peak-wealth-solutions-pepper-pike-oh-127391", "city": "Pepper Pike", "state": "OH", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332507, "name": "Prasad Wealth Partners", "name_as_filed": "PRASAD WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/prasad-wealth-partners-independence-oh-332507", "city": "Independence", "state": "OH", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147112, "name": "Princeton Center Planning and Investments, LLC", "name_as_filed": "PRINCETON CENTER PLANNING AND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/princeton-center-planning-and-investments-llc-brunswick-oh-147112", "city": "Brunswick", "state": "OH", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156480, "name": "Prosperity Capital Advisors", "name_as_filed": "PROSPERITY CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/prosperity-capital-advisors-westlake-oh-156480", "city": "Westlake", "state": "OH", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "metro": { "path": "/advisors/oh/cleveland", "label": "Financial advisors in Cleveland, OH" }, "city_pages": [ { "path": "/advisors/oh/cleveland/beachwood", "label": "Financial advisors in Beachwood, OH", "firm_count": 21 }, { "path": "/advisors/oh/cleveland/westlake", "label": "Financial advisors in Westlake, OH", "firm_count": 18 }, { "path": "/advisors/oh/cleveland/independence", "label": "Financial advisors in Independence, OH", "firm_count": 17 }, { "path": "/advisors/oh/cleveland/pepper-pike", "label": "Financial advisors in Pepper Pike, OH", "firm_count": 11 } ], "fee_pages": [ { "path": "/advisors/oh/cleveland/fee-only", "label": "Fee-only financial advisors in Cleveland, OH", "firm_count": 49 }, { "path": "/advisors/oh/cleveland/flat-fee", "label": "Flat-fee financial advisors in Cleveland, OH", "firm_count": 113 }, { "path": "/advisors/oh/cleveland/hourly", "label": "Hourly financial advisors in Cleveland, OH", "firm_count": 87 } ], "answer_pages": [ { "path": "/advisors/oh/cleveland/for-high-net-worth-individuals", "firm_count": 138, "label": "Financial advisors for high-net-worth individuals in Cleveland, OH" }, { "path": "/advisors/oh/cleveland/for-businesses", "firm_count": 62, "label": "Financial advisors for businesses in Cleveland, OH" }, { "path": "/advisors/oh/cleveland/for-charities", "firm_count": 69, "label": "Financial advisors for charitable organizations in Cleveland, OH" }, { "path": "/advisors/oh/cleveland/no-account-minimum", "firm_count": 21, "label": "Financial advisors with no account minimum in Cleveland, OH" } ], "niche_pages": [ { "path": "/advisors/oh/cleveland/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Cleveland, OH" }, { "path": "/advisors/oh/cleveland/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Cleveland, OH" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }