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
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 |
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.
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
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 |
* 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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