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.
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
LC WEALTH MANAGEMENT 16453 S Red Rock Dr, Strongsville, OH 44136 |
23 | Not Specified | 100,000 | Fee-Based |
James Elios
CLU®, ChFC® ELIOS FINANCIAL GROUP, INC. 30700 Center Ridge Road, Westlake, OH 44145 |
25 | $1000000 | $250,000 | Fee-Based |
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,
Strongsville,
OH
44136
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.
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,
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.
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 |
HIGHLAND CONSULTING ASSOCIATES INC.
159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132 |
$17,373,490,222 | 402 |
A percentage of AUM Hourly charges Fixed fees |
CBIZ INVESTMENT ADVISORY SERVICES, LLC
6801 Brecksville Rd , Door N, Cleveland, OH 44131 |
$7,051,197,065 | 1819 |
A percentage of AUM Hourly charges Fixed fees Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
WELLSPRING FINANCIAL ADVISORS, LLC
5885 Landerbrook Drive , Suite 205, Cleveland, OH 44124 |
$2,421,171,394 | 1014 |
A percentage of AUM Fixed fees |
MCDONALD PARTNERS LLC
1301 East 9th Street , Suite 3700, Cleveland, OH 44114 |
$1,634,310,507 | 2507 |
A percentage of AUM Fixed fees Commision Based |
BLUE POINT CAPITAL PARTNERS LLC
127 Public Square , Suite 5100, Cleveland, OH 44114 |
$1,430,171,000 | 10 |
A percentage of AUM Performance Based |
GLASFUNDS, LLC
1100 Superior Avenue E , Suite 600, Cleveland, OH 44114 |
$1,232,048,000 | 2 |
A percentage of AUM |
ANCORA RETIREMENT PLAN ADVISORS INC.
6060 Parkland , Suite 200, Cleveland, OH 44124 |
$856,421,851 | 168 |
A percentage of AUM Fixed fees |
BEACON FINANCIAL ADVISORY LLC
25825 Science Park Drive , Suite 110, Cleveland, OH 44122 |
$831,243,259 | 2516 |
A percentage of AUM Hourly charges Fixed fees Other (SELECTION OF OTHER ADVISERS FEES) |
VANTAGE FINANCIAL GROUP, INC.
6200 Rockside Road, Cleveland, OH 44131 |
$772,865,255 | 2642 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
FIRST FIDUCIARY INVESTMENT COUNSEL INC
6100 Oak Tree Blvd. Suite 185, Cleveland, OH 44131 |
$587,076,897 | 464 |
A percentage of AUM |
PLANNED FINANCIAL SERVICES
7000 Fitzwater Road , Suite 300, Cleveland, OH 44141 |
$383,614,887 | 769 |
A percentage of AUM Hourly charges Subscription fees Fixed fees Commision Based |
CIRRUS WEALTH MANAGEMENT
6060 Rockside Woods Blvd , Suite 141, Cleveland, OH 44131 |
$357,727,700 | 674 |
A percentage of AUM Hourly charges Fixed fees |
INTERNATIONAL MANAGEMENT ADVISORS LTD.
1360 E. 9th St. , Suite 900, Cleveland, OH 44114 |
$139,028,362 | 62 |
A percentage of AUM |
ASSET MANAGEMENT ADVISORY GROUP LLC
614 W. Superior Ave , Suite # 625, Cleveland, OH 44113 |
$107,100,309 | 45 |
A percentage of AUM Hourly charges Fixed fees |
PARK EDGE ADVISORS, LLC
2364 W.11th St., Cleveland, OH 44113 |
$0 | 0 |
A percentage of AUM Fixed fees Performance Based |
* 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 |
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?