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Find Top Financial Advisors in Cleveland, Ohio

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Cleveland, Ohio

Last Updated - February 19, 2024

Cleveland has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Cleveland, Ohio have an average of 19 years of experience.

NOTE: The list of vetted financial advisors in Cleveland, Ohio mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Cleveland, Ohio.

Qualified Financial Advisors in Cleveland, Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
James Elios
CLU®, ChFC®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
25 Years $1,000,000 $250,000 Fee-Based
Jonathan Kesselman
JD, CFP®, CDFA®
KESSELMAN WEALTH MANAGEMENT
159 Crocker Park Blvd Suite 400,
Westlake, OH 44145
10 Years Not Specified $250,000 Fee-Based
Jeremy DiTullio
AWMA®, CFP®, CRPC®
CLEVELAND FINANCIAL GROUP
2001 Crocker Rd. Suite 400,
Westlake, OH 44145
23 Years $205,000,000 Not Specified Not Specified
Kevin Kroskey
MBA, CFP®
TRUE WEALTH DESIGN, LLC
700 Ghent Road, Suite 100,
Akron, OH 44333
20 Years $500,000,000 $500,000 Fee-Based

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Information on Qualified Financial Advisors in Cleveland, Ohio

Qualifications CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 30700 Center Ridge Road,
Westlake,
OH
44145
Phone Number 440-617-9100

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities. He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000. Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China. Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.

About Elios Financial Group, Inc.

Elios Financial Group, Inc.

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT. MISSION: ENVISION | ENLIGHTEN | ENRICH We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives. VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.

Advisory Services Provided:

Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6222037
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 159 Crocker Park Blvd Suite 400,
Westlake,
OH
44145
Phone Number 440-709-3315

Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families. He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice. Jonathan lives in Bay Village, OH with his wife and five children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

About Kesselman Wealth Management

Kesselman Wealth Management

At Kesselman Wealth Management, our mission is to deliver the best client experience possible. Relationships are at the center of everything we do, but we also know that life can busy and hectic. We strive to serve each client efficiently and effectively. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients. After almost ten years at a large financial services firm, Jonathan launched Kesselman Wealth Management, because he believed that there was a better way to deliver top notch service to his clients. A way that not only provided the best financial planning and wealth management possible, but also one that valued his clients' time.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66


Office Location 2001 Crocker Rd. Suite 400,
Westlake,
OH
44145
Phone Number 440-617-6676

Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have valuable experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities registered in 29 states throughout the US. Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement. He utilizes a unique financial planning process that has been developed over the past 20+ years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long-term partnership with a trusted advisor. Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern Ohio. Jeremy and his wife, Amy, have three children and reside in Avon Lake, Ohio. In addition to spending time with his family, Jeremy enjoys traveling, coaching basketball and fitness. Registrations: Series 7, 9, 10, 24, 51, 66, IAR

About Cleveland Financial Group

Cleveland Financial Group

Cleveland Financial Group is dedicated to comprehensive financial planning for executives, business owners and retirees. We appreciate that successful professionals are committed and diligent in their work and they expect the same from their trusted advisor.


Qualifications CRD# 5288710
Firm CRD# 143194
Series 65

Compensation/Fee Fee-Based


Office Location 700 Ghent Road, Suite 100,
Akron,
OH
44333
Phone Number 330-777-0688

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp

About True Wealth Design, LLC

True Wealth Design, LLC

We help successful families and individuals live better lives with help from smarter financial planning. With our uncommon and deep expertise in retirement, tax, and investment planning, we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your future. Read more at https://www.truewealthdesign.com/who-we-help

Advisory Services Provided:

Retirement Planning, Investment Advice & Management, Tax Advice and Services


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Cleveland, Ohio (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600, Cleveland, OH 44113
122 68 $23,908,418,539
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
BOYD WATTERSON ASSET MANAGEMENT, LLC
1301 East 9th Street, Suite 2900, Cleveland, OH 44114-3179
118 1184 $17,207,197,273
A Percentage of AUM, Fixed Fees, Performance Based
MAI CAPITAL MANAGEMENT, LLC
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
331 23704 $15,773,426,777
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
HIGHLAND CONSULTING ASSOCIATES INC.
159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
28 439 $15,697,224,104
A Percentage of AUM, Hourly charges, Fixed Fees
CLEARSTEAD; HARTLAND & CO., LLC
1100 Superior Ave East, Suite 700, Cleveland, OH 44114
126 5102 $10,227,847,468
A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
CBIZ INVESTMENT ADVISORY SERVICES, LLC
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH 44131
91 2122 $6,453,176,238
A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
WELLSPRING FINANCIAL ADVISORS, LLC
5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125
21 1186 $2,346,769,355
A Percentage of AUM, Fixed Fees
ANCORA FAMILY WEALTH ADVISORS, LLC
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
62 3474 $2,258,611,511
A Percentage of AUM, Fixed Fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS)
MARCUM WEALTH, LLC
6685 Beta Drive, Cleveland, OH 44143
34 6218 $2,250,828,187
A Percentage of AUM, Fixed Fees
BLUE POINT CAPITAL PARTNERS LLC
127 Public Square, Suite 5100, Cleveland, OH 44114
32 13 $1,919,920,000
A Percentage of AUM, Performance Based
GLASFUNDS, LLC
1100 Superior Avenue E, Suite 600, Cleveland, OH 44114
19 2 $1,590,449,000
A Percentage of AUM
CEDAR BROOK GROUP
5885 Landerbrook Drive, Suite 200, Cleveland, OH 44124
46 4394 $1,532,957,925
A Percentage of AUM, Hourly charges, Fixed Fees
ANCORA ALTERNATIVES LLC
6060 Parkland Blvd., #200, Cleveland, OH 44124
60 28 $1,262,294,063
A Percentage of AUM, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS)
MCDONALD PARTNERS LLC
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
30 1877 $1,088,900,270
A Percentage of AUM, Fixed Fees, Commission Based
GRIES FINANCIAL LLC
1801 E Ninth Street Ste 1600, Cleveland, OH 44114-3103
20 1177 $974,743,495
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.

    A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.

    When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.

    How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.

    A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.