Fiduciary advisors in Independence, OH
11 registered advisers
Independence is a Cleveland suburb that functions as a business hub for northeastern Ohio advisory practices. Fee-only firms account for 11 of the 11 registered practices, or about 100% of the local market. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
EDGEWATER CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$480M
Minimum--
Clients4
ENZA FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$146M
Minimum--
Clients271
FAIRWAY WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients293
GATEPASS CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$262M
Minimum--
Clients346
IDR INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$8.5B
Minimum--
Clients7
INDEPENDENCE WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$163M
Minimum--
Clients967
PRASAD WEALTH PARTNERS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$486M
Minimum--
Clients1,869
RIVERVIEW RESEARCH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$866M
Minimum--
Clients160
STRATEGIC WEALTH PARTNERS, LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients3,669
SWP INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$84M
Minimum--
Clients1
TEMPO WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$216M
Minimum--
Clients440