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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 - 08-Aug-2022

Cleveland has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 50 non-vetted advisors in your local area. These financial advisors in Cleveland, Ohio have an average of 17 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
James Elios
ChFC®, CLU®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
25 $1000000 $250,000 Fee-Based
Johnathan W. Roberts
CPA
AUXIN GROUP
2923 Smith Rd, Suite 202,
Akron, OH 44333
9 Not Specified $100,000 Fee-Based

Information on Qualified Financial Advisors in Cleveland

Qualifications CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65

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


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.

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


Qualifications Firm CRD# 226599
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2923 Smith Rd, Suite 202,
Akron,
OH
44333
Phone Number 330-237-4065

About Auxin Group

Auxin Group Wealth Management, LLC, is an independent advisory firm specializing in financial planning and investment management. Based in Northeast Ohio, we are trusted by successful individuals and families nationwide to create and implement customized plans to accumulate, maintain, and distribute assets. The Auxin Group name explains our philosophy best. Auxins are hormones that help guide plant growth. They affect the processes that allow a plant to follow the sun and gain the most energy. This is similar to how Auxin Group meets the needs of our clients. We envision our clients' financial goals as the sun. Our job is to serve as auxins - always guiding our clients toward the sun, regardless of changes in the market or personal circumstances. This is significant because, at Auxin Group, our clients are not just numbers. We know our clients. We like our clients. We enjoy working with them and their families, from generation to generation. As a result, we grow to really understand our clients' unique and complex needs. By truly valuing client relationships, Auxin Group is able to offer a unique and discreet experience - one with tailored, long-term solutions.

Advisory Services Provided:

Financial Planning, Wealth Management, Investment Advice & Management


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
Hourly charges
Fixed fees
Mcdonald Partners Llc
1301 East 9th Street , Suite 3700,
Cleveland, OH 44114
$1,634,310,507 2507 A percentage of AUM
Hourly charges
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
Hourly charges
Performance Based
Glasfunds, Llc
1100 Superior Avenue E , Suite 600,
Cleveland, OH 44114
$1,232,048,000 2 A percentage of AUM
Hourly charges
Ancora Retirement Plan Advisors Inc.
6060 Parkland , Suite 200,
Cleveland, OH 44124
$856,421,851 168 A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING WITH AFFILIATE FOCUS TREASURY & CREDIT SOLUTIONS)
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
Winfield Associates Inc
700 West St Clair Avenue , Suite 404,
Cleveland, OH 44113
$368,989,451 618 A percentage of AUM
Fixed fees
Cirrus Wealth Management
6060 Rockside Woods Blvd , Suite 141,
Cleveland, OH 44131
$357,727,700 674 A percentage of AUM
Fixed fees
International Management Advisors Ltd.
1360 E. 9th St. , Suite 900,
Cleveland, OH 44114
$139,028,362 62 A percentage of AUM
Hourly charges
Asset Management Advisory Group Llc
614 W. Superior Ave , Suite # 625,
Cleveland, OH 44113
$107,100,309 45 A percentage of AUM
Fixed fees

    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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