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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cleveland, OH

Every SEC-registered investment adviser representative at a firm office in Cleveland, with the firms that employ the most of them.

663 registered advisors work in Cleveland; the most are at Mai Capital Management, LLC (69). 0 list the CFP designation and 395 are also registered broker representatives.

Firms with the most advisors in Cleveland

FirmAdvisors in Cleveland
Mai Capital Management, LLC69
Cbiz Investment Advisory Services, LLC47
Clearstead; Clearstead Advisory Solutions34
PNC Wealth Management LLC30
Robert W. Baird & Co. Incorporated news29
Cetera Investment Advisers LLC news28
J.P. Morgan Securities LLC news28
UBS Financial Services Inc. news25
Ameriprise Financial Services, LLC news21
MML Investors Services, LLC19
McDonald Partners LLC19
Morgan Stanley news19
Northcoast Research Partners, LLC19
Vantage Financial Group, Inc.17
Boyd Watterson Asset Management, LLC16
Hightower Advisors, LLC news16
Journey Wealth Management14
Ancora Private Wealth Advisors, LLC12
Northwestern Mutual Investment Services, LLC12
Alliancebernstein L.P.11
Beacon Financial Advisory LLC11
Wells Fargo Clearing Services, LLC news11
Global Retirement Partners LLC9
Strategic Advisers LLC9
Wealth Enhancement Advisory Services, LLC news9

Advisors in Cleveland, A to Z (first 300 of 663)

Search all of Ohio →

Other cities in Ohio

All of Ohio →

Cincinnati 2,487Columbus 2,045Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108Perrysburg 106

Questions

How many financial advisors are in Cleveland, OH?

663 investment adviser representatives are registered at firm offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 395 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Cleveland?

Mai Capital Management, LLC, with 69 registered advisors in Cleveland, followed by Cbiz Investment Advisory Services, LLC with 47.

How do I check a financial advisor in Cleveland?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.