WELLSPRING FINANCIAL ADVISORS, LLC - Financial Advisor in Ohio, Cleveland

Tel: 216-367-0680 5900 Landerbrook Drive Suite 100 Cleveland, Ohio 44125

About WELLSPRING FINANCIAL ADVISORS, LLC

WELLSPRING FINANCIAL ADVISORS, LLC is a Cleveland, Ohio based financial advisory firm with nearly $3,629,363,797 in assets under management and provides investment advisory services for 1630 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

143112

Firm SEC#:

801-67630

Assets Under Management:

$3,629,363,797

No. of Clients:

1630

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING AND COMPLIANCE)

Fee Structure:

A percentage of AUM, Fixed fees

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#:124845

SEC#:801-61942

No. of Advisors:65

No. of Clients:3813

AUM:$2,708,839,827

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

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

105674

801-33554

11645

190

$22,368,771,314

TOWNSEND HOLDINGS LLC

160006

801-72968

120

$22,118,740,671

MAI CAPITAL MANAGEMENT, LLC

109807

801-58104

26826

331

$19,711,015,200

BOYD WATTERSON ASSET MANAGEMENT, LLC

107808

801-57468

1126

121

$17,878,495,158

HIGHLAND CONSULTING ASSOCIATES INC.

109834

801-46040

425

$17,835,470,311

CBIZ INVESTMENT ADVISORY SERVICES, LLC

286002

801-108996

2257

$8,859,446,751

ANCORA FAMILY WEALTH ADVISORS, LLC

124845

801-61942

3813

$2,708,839,827

MARCUM WEALTH, LLC

134628

801-67563

6904

$2,576,383,375

GLASFUNDS, LLC

150884

801-119167

$2,021,147,000

BLUE POINT CAPITAL PARTNERS LLC

157031

801-74117

$1,970,307,000

FOUNDRY PARTNERS, LLC

164863

801-76953

$1,750,931,285

MPE PARTNERS

281787

801-110907

$1,462,590,642

ANCORA ALTERNATIVES LLC

311902

801-120302

$1,316,573,361

GRIES FINANCIAL PARTNERS

110031

801-56552

1731

$1,284,124,602

Explore More Financial Advisor Firms in Cleveland, Ohio >>