ANCORA FAMILY WEALTH ADVISORS, LLC

Tel: 216-825-4000 6060 Parkland Boulevard Suite 200 Cleveland, Ohio 44124

About ANCORA FAMILY WEALTH ADVISORS, LLC

ANCORA FAMILY WEALTH ADVISORS, LLC is a Cleveland, Ohio based financial advisory firm with nearly $2,708,839,827 in assets under management and provides investment advisory services for 3813 clients. There are currently 65 financial advisors at the firm.

General Information
Firm CRD#:

124845

Firm SEC#:

801-61942

Assets Under Management:

$2,708,839,827

No. of Clients:

3813

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Ohio?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Ohio, Cleveland

FirmCRD#:105674
SEC#:801-33554
No. of Advisors:190
No. of Clients:11645
AUM:$22,368,771,314
FirmCRD#:160006
SEC#:801-72968
No. of Advisors:120
No. of Clients:69
AUM:$22,118,740,671
FirmCRD#:109807
SEC#:801-58104
No. of Advisors:331
No. of Clients:26826
AUM:$19,711,015,200
FirmCRD#:107808
SEC#:801-57468
No. of Advisors:121
No. of Clients:1126
AUM:$17,878,495,158
FirmCRD#:109834
SEC#:801-46040
No. of Advisors:31
No. of Clients:425
AUM:$17,835,470,311
FirmCRD#:286002
SEC#:801-108996
No. of Advisors:94
No. of Clients:2257
AUM:$8,859,446,751
FirmCRD#:143112
SEC#:801-67630
No. of Advisors:26
No. of Clients:1630
AUM:$3,629,363,797
FirmCRD#:134628
SEC#:801-67563
No. of Advisors:40
No. of Clients:6904
AUM:$2,576,383,375
FirmCRD#:150884
SEC#:801-119167
No. of Advisors:24
No. of Clients:2
AUM:$2,021,147,000
FirmCRD#:157031
SEC#:801-74117
No. of Advisors:31
No. of Clients:13
AUM:$1,970,307,000
FirmCRD#:164863
SEC#:801-76953
No. of Advisors:17
No. of Clients:65
AUM:$1,750,931,285
FirmCRD#:281787
SEC#:801-110907
No. of Advisors:24
No. of Clients:10
AUM:$1,462,590,642
FirmCRD#:311902
SEC#:801-120302
No. of Advisors:59
No. of Clients:28
AUM:$1,316,573,361
FirmCRD#:110031
SEC#:801-56552
No. of Advisors:30
No. of Clients:1731
AUM:$1,284,124,602

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.