Find Top Financial Advisors in Cleveland, Ohio

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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 - 18-Mar-2023

Cleveland has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 51 non-vetted advisors in your local area. These financial advisors in Cleveland, Ohio have an average of 24 years of experience.

NOTE: The list of financial advisors in Cleveland, Ohio mentioned below do 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
Brian Maher
16453 S Red Rock Dr,
Strongsville, OH 44136
23 Not Specified 100,000 Fee-Based
James Elios
30700 Center Ridge Road,
Westlake, OH 44145
25 $1000000 $250,000 Fee-Based

Information on Qualified Financial Advisors in Cleveland

Qualifications CRD# 2877392
Firm CRD# 39543
Series 6, 7, 24, 63, 66

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

Office Location 16453 S Red Rock Dr,
Phone Number 440-376-2782

In my 23 years as a financial advisor, I strive to improve the financial well-being of my clients through holistic wealth planning. By getting to know my client's needs, wants, and wishes I am able to create a financial plan to achieve their vision of the perfect retirement. Together we will routinely monitor progress and review your plan to ensure financial success.

Services Include:

1. Develop actionable plans for: Asset Management, Tax Efficient Retirement Income, Incapacity, and Legacy Wealth Transfer

2. Dedication to helping clients work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness

3. Work with 401(k), 403(b), defined benefit and 457(b) plans

Brian lives in Strongsville, Ohio and has two children who attend Xavier University and Walsh Jesuit High School. Brian is an active member of the Strongsville City Club which contributes to the vibrancy of the city and supports local Special Olympians along with their families. In his free time he enjoys coaching his children's soccer and basketball teams. Brian is always up for a round of golf with friends and family.

About LC Wealth Management

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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, Insurance Products & Annuities

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, 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

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

Firm Name AUM No. of Clients Fee Structure
159 Crocker Park Blvd., Suite 350,
Cleveland, OH 44145-8132
$17,373,490,222 402 A percentage of AUM
Hourly charges
Fixed fees
6801 Brecksville Rd , Door N,
Cleveland, OH 44131
$7,051,197,065 1819 A percentage of AUM
Hourly charges
Fixed fees
5885 Landerbrook Drive , Suite 205,
Cleveland, OH 44124
$2,421,171,394 1014 A percentage of AUM
Fixed fees
1301 East 9th Street , Suite 3700,
Cleveland, OH 44114
$1,634,310,507 2507 A percentage of AUM
Fixed fees
Commision Based
127 Public Square , Suite 5100,
Cleveland, OH 44114
$1,430,171,000 10 A percentage of AUM
Performance Based
1100 Superior Avenue E , Suite 600,
Cleveland, OH 44114
$1,232,048,000 2 A percentage of AUM
6060 Parkland , Suite 200,
Cleveland, OH 44124
$856,421,851 168 A percentage of AUM
Fixed fees
25825 Science Park Drive , Suite 110,
Cleveland, OH 44122
$831,243,259 2516 A percentage of AUM
Hourly charges
Fixed fees
6200 Rockside Road,
Cleveland, OH 44131
$772,865,255 2642 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
6100 Oak Tree Blvd. Suite 185,
Cleveland, OH 44131
$587,076,897 464 A percentage of AUM
7000 Fitzwater Road , Suite 300,
Cleveland, OH 44141
$383,614,887 769 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commision Based
6060 Rockside Woods Blvd , Suite 141,
Cleveland, OH 44131
$357,727,700 674 A percentage of AUM
Hourly charges
Fixed fees
1360 E. 9th St. , Suite 900,
Cleveland, OH 44114
$139,028,362 62 A percentage of AUM
614 W. Superior Ave , Suite # 625,
Cleveland, OH 44113
$107,100,309 45 A percentage of AUM
Hourly charges
Fixed fees
2364 W.11th St.,
Cleveland, OH 44113
$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
    Anna Vargo
    Inquire with Anna
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3070
    Alexander D. Barclay
    Inquire with Alexander
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3058
    Anthony Costanzo
    Inquire with Anthony
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3022
    James Schmitt
    Inquire with James
    22901 Millcreek Blvd, Ste 375, Cleveland, OH  44122 216-514-7100
    Robert F Skrbis
    Inquire with Robert
    22901 Millcreek Blvd, Ste 375, Cleveland, OH  44122 216-514-7100
    Eric Tolbert
    Inquire with Eric
    1422 Euclid Ave, Cleveland, OH  44115 216-373-7526
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3000
    The Costanzo Mack Group
    Inquire with Costanzo
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3000
    Cherie L Byrd
    Inquire with Cherie
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3077
    Steven M. Licciardi
    Inquire with Steven
    200 Public Square, Suite 2600, Cleveland, OH  44114 216-523-3010
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      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.

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