Financial advisors in Cleveland, OH

677 advisors · page 3 of 23

John Diemer
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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John Palguta
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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John Peregrim
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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John Ruby
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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John Smyth
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
CFP®VerifiedFinancial planning
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John Zugay
Financial advisor at Family Financial Services, LLC
Family Financial Services, LLC · $98.1M AUM
CFP®VerifiedFinancial planning
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Joseph Palko
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Joshua Levine
Financial advisor at Firefly Wealth Management
Firefly Wealth Management · $350K AUM
CFP®VerifiedFinancial planning
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Justin Luiza
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Kathryn Madzsar
Financial advisor at Wellspring Family Office
Wellspring Family Office · $5.06B AUM
CFP®VerifiedFinancial planning
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Kenneth Thomalla
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Kevin McPeek
Financial advisor at Journey Wealth Management
Journey Wealth Management · $1.39B AUM
CFP®VerifiedFinancial planning
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Kimberly Murphy
Financial advisor at Park Edge Advisors, LLC
Park Edge Advisors, LLC · $522.5M AUM
CFP®VerifiedFinancial planning
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Kristen Zigrang
Financial advisor at Clearstead; Clearstead Advisory Solutions
Clearstead; Clearstead Advisory Solutions · $33.88B AUM
CFP®VerifiedFinancial planning
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Laurel Fitzsimmons
Financial advisor at Highland Consulting Associates Inc.
Highland Consulting Associates Inc. · $21.93B AUM
CFP®VerifiedFinancial planning
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Lauren Maclaren
Financial advisor at Journey Wealth Management
Journey Wealth Management · $1.39B AUM
CFP®VerifiedFinancial planning
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Liam Studt
Financial advisor at Reed Financial Services, Inc.
Reed Financial Services, Inc. · $388.6M AUM
CFP®VerifiedFinancial planning
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Lisa Rosenthal
Financial advisor at Ancora Private Wealth Advisors, LLC
Ancora Private Wealth Advisors, LLC · $3.9B AUM
CFP®VerifiedFinancial planning
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Luka Matic
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Mark Van Drunen
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Marquis Lewis
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Matthew Gillen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Matthew Olver
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Michael Baker
Financial advisor at Journey Wealth Management
Journey Wealth Management · $1.39B AUM
CFP®VerifiedFinancial planning
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Michael Cianciolo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Michael Cleary
Financial advisor at Vantage Financial Group, Inc.
Vantage Financial Group, Inc. · $866.9M AUM
CFP®VerifiedFinancial planning
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Michael Kertes
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Michael Selzer
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Michael Vanhimbergen
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Morgan Desalvo
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Cleveland, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Cleveland, OH.

How this list works

Before you hire an advisor in Cleveland, OH