{ "path": "/advisors/oh/cleveland", "url": "https://advisorcensus.com/advisors/oh/cleveland/page/3", "page_type": "metro", "title": "Financial advisors in Cleveland, OH", "filters": {}, "scope_total": 200, "faq": [ { "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 200 investment advisory firms with a principal office in the Cleveland metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Cleveland, OH: 200 firms from Form ADV filings as of October 2026.", "total_firms": 200, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 108, "state": 82, "exempt": 10 }, "fee_model_mix": [ { "code": "fee-only", "count": 49 }, { "code": "percentage_of_aum", "count": 178 }, { "code": "hourly", "count": 87 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 113 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 43 }, { "code": "not_reported", "count": 10 } ], "years_registered_distribution": [ { "code": "under_5", "count": 55 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 58 }, { "code": "20_plus", "count": 39 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 32 }, { "code": "100m_500m", "count": 49 }, { "code": "500m_1b", "count": 23 }, { "code": "1b_5b", "count": 19 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 26 } ], "firms": [ { "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": 311047, "name": "Lifeguard Advisors LLC", "name_as_filed": "LIFEGUARD ADVISORS LLC", "url": "https://advisorcensus.com/firm/lifeguard-advisors-llc-mentor-oh-311047", "city": "Mentor", "state": "OH", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "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": 335612, "name": "M3 Wealth Management", "name_as_filed": "M3 WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/m3-wealth-management-north-royalton-oh-335612", "city": "North Royalton", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 170717, "name": "McLean Financial Planning and Investment Management", "name_as_filed": "MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/mclean-financial-planning-and-investment-management-mentor-oh-170717", "city": "Mentor", "state": "OH", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 225511, "name": "MCM Capital Advisors III, LLC", "name_as_filed": "MCM CAPITAL ADVISORS III, LLC", "url": "https://advisorcensus.com/firm/mcm-capital-advisors-iii-llc-beachwood-oh-225511", "city": "Beachwood", "state": "OH", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130093, "name": "Michael Brady & Co., LLC", "name_as_filed": "MICHAEL BRADY & CO., LLC", "url": "https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093", "city": "Westlake", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119944, "name": "Michael G Miller", "name_as_filed": "MICHAEL G MILLER", "url": "https://advisorcensus.com/firm/michael-g-miller-willoughby-oh-119944", "city": "Willoughby", "state": "OH", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 281787, "name": "MPE Partners", "name_as_filed": "MPE PARTNERS", "url": "https://advisorcensus.com/firm/mpe-partners-cleveland-oh-281787", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163566, "name": "Mutual Capital Partners Funds", "name_as_filed": "MUTUAL CAPITAL PARTNERS FUNDS", "url": "https://advisorcensus.com/firm/mutual-capital-partners-funds-westlake-oh-163566", "city": "Westlake", "state": "OH", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "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": 334545, "name": "Nextgen Wealth Defense LLC", "name_as_filed": "NEXTGEN WEALTH DEFENSE LLC", "url": "https://advisorcensus.com/firm/nextgen-wealth-defense-llc-lorain-oh-334545", "city": "Lorain", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135870, "name": "Night Sky Capital Management, LLC", "name_as_filed": "NIGHT SKY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/night-sky-capital-management-llc-cleveland-heights-oh-135870", "city": "Cleveland Heights", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148341, "name": "Nirvana Analytics, LLC", "name_as_filed": "NIRVANA ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/nirvana-analytics-llc-pepper-pike-oh-148341", "city": "Pepper Pike", "state": "OH", "years_registered": 17, "raum_band": "under_25m", "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": 149109, "name": "Northcoast Research Partners, LLC", "name_as_filed": "NORTHCOAST RESEARCH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/northcoast-research-partners-llc-cleveland-oh-149109", "city": "Cleveland", "state": "OH", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 195511, "name": "Oak Park Wealth Management LLC", "name_as_filed": "OAK PARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511", "city": "Westlake", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119952, "name": "ODA and Company, Inc.", "name_as_filed": "ODA AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952", "city": "Medina", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341083, "name": "Ohio CU Financial", "name_as_filed": "OHIO CU FINANCIAL", "url": "https://advisorcensus.com/firm/ohio-cu-financial-garfield-heights-oh-341083", "city": "Garfield Heights", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168013, "name": "Oncenter Financial Advisors LLC", "name_as_filed": "ONCENTER FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013", "city": "Beachwood", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "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": 148662, "name": "Paradigm Wealth Management, LLC", "name_as_filed": "PARADIGM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/paradigm-wealth-management-llc-westlake-oh-148662", "city": "Westlake", "state": "OH", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "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": 119709, "name": "Partners Investment Services, Inc", "name_as_filed": "PARTNERS INVESTMENT SERVICES, INC", "url": "https://advisorcensus.com/firm/partners-investment-services-inc-cleveland-heights-oh-119709", "city": "Cleveland Heights", "state": "OH", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323946, "name": "PCM Management Advisor, LLC", "name_as_filed": "PCM MANAGEMENT ADVISOR, LLC", "url": "https://advisorcensus.com/firm/pcm-management-advisor-llc-chagrin-falls-oh-323946", "city": "Chagrin Falls", "state": "OH", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "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": 121055, "name": "Peck & Associates, LLC", "name_as_filed": "PECK & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055", "city": "Independence", "state": "OH", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331948, "name": "Pennant Wealth Management LLC", "name_as_filed": "PENNANT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pennant-wealth-management-llc-westlake-oh-331948", "city": "Westlake", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 282158, "name": "Prelude Financial", "name_as_filed": "PRELUDE FINANCIAL", "url": "https://advisorcensus.com/firm/prelude-financial-wadsworth-oh-282158", "city": "Wadsworth", "state": "OH", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 163907, "name": "Preservation Fund Management LLC", "name_as_filed": "PRESERVATION FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/preservation-fund-management-llc-cleveland-oh-163907", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281426, "name": "Prestige Wealth Management LLC", "name_as_filed": "PRESTIGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/prestige-wealth-management-llc-strongsville-oh-281426", "city": "Strongsville", "state": "OH", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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 }, { "crd_number": 135093, "name": "Providence Financial Services, LLC", "name_as_filed": "PROVIDENCE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/providence-financial-services-llc-rocky-river-oh-135093", "city": "Rocky River", "state": "OH", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133764, "name": "Purtill Financial LLC", "name_as_filed": "PURTILL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/purtill-financial-llc-highland-heights-oh-133764", "city": "Highland Heights", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335649, "name": "Qovex Inc", "name_as_filed": "QOVEX INC", "url": "https://advisorcensus.com/firm/qovex-inc-cleveland-oh-335649", "city": "Cleveland", "state": "OH", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 119842, "name": "R&B Financial Consultants", "name_as_filed": "R&B FINANCIAL CONSULTANTS", "url": "https://advisorcensus.com/firm/r-and-b-financial-consultants-wadsworth-oh-119842", "city": "Wadsworth", "state": "OH", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 341266, "name": "Red River Capital", "name_as_filed": "RED RIVER CAPITAL", "url": "https://advisorcensus.com/firm/red-river-capital-parma-oh-341266", "city": "Parma", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157834, "name": "Redwood Financial Network", "name_as_filed": "REDWOOD FINANCIAL NETWORK", "url": "https://advisorcensus.com/firm/redwood-financial-network-solon-oh-157834", "city": "Solon", "state": "OH", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112179, "name": "Reed Financial Services, Inc.", "name_as_filed": "REED FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/reed-financial-services-inc-cleveland-oh-112179", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 157006, "name": "Resilience Management", "name_as_filed": "RESILIENCE MANAGEMENT", "url": "https://advisorcensus.com/firm/resilience-management-cleveland-oh-157006", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109881, "name": "Resource Strategies Inc", "name_as_filed": "RESOURCE STRATEGIES INC", "url": "https://advisorcensus.com/firm/resource-strategies-inc-pepper-pike-oh-109881", "city": "Pepper Pike", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112879, "name": "Return on Life Wealth Partners", "name_as_filed": "RETURN ON LIFE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/return-on-life-wealth-partners-cleveland-oh-112879", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 309167, "name": "River Wealth Management LLC", "name_as_filed": "RIVER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/river-wealth-management-llc-medina-oh-309167", "city": "Medina", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "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, 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"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" } }