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 - 21-May-2023

Cleveland has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 52 non-vetted advisors in your local area. These financial advisors in Cleveland , Ohio have an average of 18 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
30700 Center Ridge Road,
Westlake, OH 44145
25 Years $1,000,000 $250,000 Fee-Based
Jonathan Kesselman
159 Crocker Park Blvd Suite 400,
Westlake, OH 44145
10 Years Not Specified $0 Fee-Based
Kevin Kroskey
700 Ghent Road, Suite 100,
Akron, OH 44333
20 Years $0 $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,
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,
Phone Number 440-709-3315

Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER certificant. He brings over 9 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# 5288710
Firm CRD# 143194
Series 65

Compensation/Fee Fee-Based

Office Location 700 Ghent Road, Suite 100,
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

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
26 402 $17,373,490,222
A percentage of AUM, Hourly charges, Fixed fees
6801 Brecksville Rd, Door N, Cleveland, OH 44131
89 1819 $7,051,197,065
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
5885 Landerbrook Drive, Suite 205, Cleveland, OH 44124
19 1014 $2,421,171,394
A percentage of AUM, Fixed fees
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
48 2507 $1,634,310,507
A percentage of AUM, Fixed fees, Commision Based
127 Public Square, Suite 5100, Cleveland, OH 44114
30 10 $1,430,171,000
A percentage of AUM, Performance Based
1100 Superior Avenue E, Suite 600, Cleveland, OH 44114
11 2 $1,232,048,000
A percentage of AUM
6060 Parkland, Suite 200, Cleveland, OH 44124
41 168 $856,421,851
A percentage of AUM, Fixed fees
25825 Science Park Drive, Suite 110, Cleveland, OH 44122
29 2516 $831,243,259
A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
6200 Rockside Road, Cleveland, OH 44131
57 2642 $772,865,255
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
6100 Oak Tree Blvd. Suite 185, Cleveland, OH 44131
5 464 $587,076,897
A percentage of AUM
7000 Fitzwater Road, Suite 300, Cleveland, OH 44141
9 769 $383,614,887
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commision Based
6060 Rockside Woods Blvd, Suite 141, Cleveland, OH 44131
12 674 $357,727,700
A percentage of AUM, Hourly charges, Fixed fees
1360 E. 9th St., Suite 900, Cleveland, OH 44114
2 62 $139,028,362
A percentage of AUM
614 W. Superior Ave, Suite # 625, Cleveland, OH 44113
1 45 $107,100,309
A percentage of AUM, Hourly charges, Fixed fees
2364 W.11th St., Cleveland, OH 44113
9 0 $0
A percentage of AUM, Fixed fees, Performance Based

    List of Additional Advisors in Cleveland, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3070
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3058
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3022
    22901 Millcreek Blvd, Ste 375, Cleveland, OH  44122 216-514-7100
    22901 Millcreek Blvd, Ste 375, Cleveland, OH  44122 216-514-7100
    1422 Euclid Ave, Cleveland, OH  44115 216-373-7526
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3000
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3000
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3077
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3010

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?