# Financial advisors for retirement plans in Cleveland, OH

> 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.

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

## At a glance

- Investment advisory firms: 64
- Registration: SEC-registered investment adviser: 52, State-registered investment adviser: 12
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (23%); Percentage of assets 64 (100%); Hourly charges 38 (59%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 49 (77%); Commissions 4 (6%); Performance-based fees 9 (14%); Other 17 (27%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (5%); $25 million to $100 million 10 (16%); $100 million to $500 million 18 (28%); $500 million to $1 billion 14 (22%); $1 billion to $5 billion 6 (9%); Over $5 billion 13 (20%)
- Years registered: Under 5 years 12 (19%); 5 to 9 years 12 (19%); 10 to 19 years 21 (33%); 20 years or more 19 (30%)

## Firms (page 1 of 2, 1 to 50 of 64, 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 |
| [Adaptive Financial Consulting, LLC](https://advisorcensus.com/firm/adaptive-financial-consulting-llc-beachwood-oh-288185) ([md](https://advisorcensus.com/firm/adaptive-financial-consulting-llc-beachwood-oh-288185.md)) | 288185 | Beachwood, OH | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Alpha Planning and Financial Services, Inc.](https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842) ([md](https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842.md)) | 130842 | Solon, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [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 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 |
| [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 |
| [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 |
| [Beacon Financial Advisory LLC](https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334) ([md](https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334.md)) | 174334 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Cbiz Retirement Plan Advisory Services](https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678) ([md](https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678.md)) | 16678 | Cleveland, OH | SEC-registered investment adviser | Under $25 million | 27 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [CBS Funding, Inc.](https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408) ([md](https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408.md)) | 158408 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [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 |
| [Cleveland Retirement Planning LLC](https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911) ([md](https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911.md)) | 308911 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Conservativemoney LLC](https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306) ([md](https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306.md)) | 121306 | Cleveland, OH | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [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 |
| [Cunningham Wealth Management](https://advisorcensus.com/firm/cunningham-wealth-management-broadview-heights-oh-148023) ([md](https://advisorcensus.com/firm/cunningham-wealth-management-broadview-heights-oh-148023.md)) | 148023 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Fidato Wealth LLC](https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173) ([md](https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173.md)) | 158173 | Middleburg Heights, OH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, 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 |
| [First Mason Financial, LLC](https://advisorcensus.com/firm/first-mason-financial-llc-medina-oh-145025) ([md](https://advisorcensus.com/firm/first-mason-financial-llc-medina-oh-145025.md)) | 145025 | Medina, OH | SEC-registered investment adviser | $100 million to $500 million | 15 | % 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 |
| [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 |
| [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 |
| [IDR Investment Management, LLC](https://advisorcensus.com/firm/idr-investment-management-llc-independence-oh-286208) ([md](https://advisorcensus.com/firm/idr-investment-management-llc-independence-oh-286208.md)) | 286208 | Independence, OH | SEC-registered investment adviser | Over $5 billion | 9 | % 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Princeton Center Planning and Investments, LLC](https://advisorcensus.com/firm/princeton-center-planning-and-investments-llc-brunswick-oh-147112) ([md](https://advisorcensus.com/firm/princeton-center-planning-and-investments-llc-brunswick-oh-147112.md)) | 147112 | Brunswick, OH | State-registered investment adviser | $25 million to $100 million | 16 | % of assets |
| [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 |

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

## Questions people ask

**Which financial advisors in Cleveland, OH work with retirement plans?**
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.

**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 retirement plans in Cleveland, OH: 64 firms from Form ADV filings as of October 2026.