Fiduciary advisors in Cleveland, OH

34 registered advisers

The Cleveland metro area is home to 34 SEC-registered fiduciary advisory firms. The fee-only share stands at 88%, with 30 firms declining all forms of commission-based compensation. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

ANCORA ALTERNATIVES LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #311902
Typical Fee--
AUM$1.0B
Minimum--
Clients17

ANCORA PRIVATE WEALTH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #124845
Typical Fee--
AUM$3.2B
Minimum--
Clients4,083

ANCORA RETIREMENT PLAN ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #31256
Typical Fee--
AUM$1.3B
Minimum--
Clients157

BEACON FINANCIAL ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #174334
Typical Fee--
AUM$678M
Minimum--
Clients2,083

BLUE POINT CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #157031
Typical Fee--
AUM$1.9B
Minimum--
Clients13

BOYD WATTERSON ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #107808
Typical Fee--
AUM$18.3B
Minimum--
Clients1,070

BRIGHT PATH SPORTS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #327730
Typical Fee--
AUM$152M
Minimum--
Clients2

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #286002
Typical Fee--
AUM$10.5B
Minimum--
Clients2,658

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Also Compensated via Brokerage
Cleveland, OhioCRD #16678
Typical Fee--
AUM$24M
Minimum--
Clients23

CITYMARK CAPITAL MANAGEMENT COMPANY LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #291405
Typical Fee--
AUM$555M
Minimum--
Clients2

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #105674
Typical Fee--
AUM$24.3B
Minimum--
Clients12,144

CLEVELAND WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #282196
Typical Fee--
AUM$507M
Minimum--
Clients1,047

CLUTTERBUCK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #140082
Typical Fee--
AUM$221M
Minimum--
Clients8

CW INDUSTRIAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #160408
Typical Fee--
AUM$293M
Minimum--
Clients4

CYPRIUM PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #160746
Typical Fee--
AUM$779M
Minimum--
Clients5

FIRST FIDUCIARY INVESTMENT COUNSEL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #111144
Typical Fee--
AUM$537M
Minimum--
Clients467

GFP PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #110031
Typical Fee--
AUM$1.3B
Minimum--
Clients1,658

GLASFUNDS, LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #150884
Typical Fee--
AUM$2.7B
Minimum--
Clients2

HIGHLAND CONSULTING ASSOCIATES INC.

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #109834
Typical Fee--
AUM$20.2B
Minimum--
Clients465

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #282906
Typical Fee--
AUM$54M
Minimum--
Clients4

JOURNEY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #298904
Typical Fee--
AUM$941M
Minimum--
Clients545

KEYBANC CAPITAL MARKETS RESEARCH, LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #326557
Typical Fee--
AUM--
Minimum--
Clients--

LOGIX INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #288382
Typical Fee1.25%
AUM$100M
Minimum$100,000
Clients159

MAI CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #109807
Typical Fee--
AUM$29.6B
Minimum--
Clients40,758

MCDONALD PARTNERS LLC

Also Compensated via Brokerage
Cleveland, OhioCRD #135414
Typical Fee0.35%
AUM$1.3B
Minimum--
Clients2,024

MPE PARTNERS

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #281787
Typical Fee--
AUM$1.4B
Minimum--
Clients10

PARK EDGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #317521
Typical Fee--
AUM$438M
Minimum--
Clients821

REED FINANCIAL SERVICES, INC.

Clean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #112179
Typical Fee--
AUM$346M
Minimum--
Clients1,143

RESILIENCE MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #157006
Typical Fee--
AUM$554M
Minimum--
Clients15

RETURN ON LIFE WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #112879
Typical Fee--
AUM$473M
Minimum--
Clients834

STRATEGIC VALUE BANK PARTNERS LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #282228
Typical Fee--
AUM$730M
Minimum--
Clients6

TOWNSEND HOLDINGS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #160006
Typical Fee--
AUM$19.3B
Minimum--
Clients64

VANTAGE FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #105950
Typical Fee--
AUM$794M
Minimum--
Clients2,546

WELLSPRING FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #143112
Typical Fee--
AUM$4.2B
Minimum--
Clients1,551
Fiduciary Advisors in Cleveland, Ohio | FiduciaryListings