Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cleveland, OH

Every SEC-registered financial advisor at a firm office in Cleveland who lists the Certified Financial Planner designation, A to Z.

106 CFP professionals work in Cleveland; the most are at Mai Capital Management, LLC (27). 33 are also registered broker representatives.

CFP advisors in Cleveland, A to Z

Every advisor in Cleveland →

Firms with the most CFP professionals in Cleveland

Mai Capital Management, LLC 27Clearstead; Clearstead Advisory Solutions 10Wellspring Family Office 6Hightower Advisors, LLC 5Arax Advisory Partners 4Journey Wealth Management 4Cbiz Investment Advisory Services, LLC 3Wealth Enhancement Advisory Services, LLC 3Alliancebernstein L.P. 2Ameriprise Financial Services, LLC 2Ancora Private Wealth Advisors, LLC 2Beacon Financial Advisory LLC 2Capital Analysts 2Cbiz Financial Solutions, Inc. 2Cetera Investment Advisers LLC 2

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14

Questions

How many CFP financial advisors are in Cleveland, OH?

106 SEC-registered investment adviser representatives at firm offices in Cleveland, Ohio list the CFP designation; Mai Capital Management, LLC employs the most of them (27).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Cleveland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.