RIAs in CLEVELAND, OH

41 RIAs based in CLEVELAND, Ohio managing a combined $187B.

MAI CAPITAL MANAGEMENT, LLC

RIA

CLEVELAND, OH

AUM $52.1BTEAM 562REPS 300

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

RIA

CLEVELAND, OH

AUM $33.9BTEAM 280REPS 70

HIGHLAND CONSULTING ASSOCIATES INC.

RIA

CLEVELAND, OH

AUM $21.9BTEAM 28REPS 5

TOWNSEND HOLDINGS LLC

RIA

CLEVELAND, OH

AUM $19.6BTEAM 110REPS 4

BOYD WATTERSON ASSET MANAGEMENT, LLC

RIA

CLEVELAND, OH

AUM $18.8BTEAM 140REPS 22

CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIA

CLEVELAND, OH

AUM $12.8BTEAM 93REPS 88

WELLSPRING FINANCIAL ADVISORS, LLC

RIA

CLEVELAND, OH

AUM $5.1BTEAM 31REPS 7

ANCORA PRIVATE WEALTH ADVISORS, LLC

RIA

CLEVELAND, OH

AUM $3.9BTEAM 53REPS 18

GLASFUNDS, LLC

RIA

CLEVELAND, OH

AUM $3.3BTEAM 36REPS 6

ANCORA RETIREMENT PLAN ADVISORS, LLC

RIA

CLEVELAND, OH

AUM $1.5BTEAM 41REPS 10

BLUE POINT CAPITAL PARTNERS LLC

RIA

CLEVELAND, OH

AUM $1.4BTEAM 30REPS 5

MPE PARTNERS

RIA

CLEVELAND, OH

AUM $1.4BTEAM 26REPS 6

JOURNEY WEALTH MANAGEMENT

RIA

CLEVELAND, OH

AUM $1.4BTEAM 27REPS 17

ANCORA ALTERNATIVES LLC

RIA

CLEVELAND, OH

AUM $1.1BTEAM 54REPS 6

BEACON FINANCIAL ADVISORY LLC

RIA

CLEVELAND, OH

AUM $901MTEAM 13REPS 13

VANTAGE FINANCIAL GROUP, INC.

RIA

CLEVELAND, OH

AUM $867MTEAM 60REPS 26

STRATEGIC VALUE BANK PARTNERS LLC

RIA

CLEVELAND, OH

AUM $774MTEAM 7REPS 2

CYPRIUM PARTNERS

RIA

CLEVELAND, OH

AUM $760MTEAM 19REPS 6

CITYMARK CAPITAL MANAGEMENT COMPANY LLC

RIA

CLEVELAND, OH

AUM $583MTEAM 12REPS 1

FIRST FIDUCIARY INVESTMENT COUNSEL INC

RIA

CLEVELAND, OH

AUM $566MTEAM 5REPS 4

RESILIENCE MANAGEMENT

RIA

CLEVELAND, OH

AUM $546MTEAM 8REPS 3

PARK EDGE ADVISORS, LLC

RIA

CLEVELAND, OH

AUM $523MTEAM 8REPS 5

CLEVELAND WEALTH, LLC

RIA

CLEVELAND, OH

AUM $507MTEAM 6REPS 3

THE O.H.I.O. FUND

RIA

CLEVELAND, OH

AUM $475MTEAM 10REPS 5

All Ohio RIAs

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