Financial advisors in Shaker Heights, OH

24 match

Adam Philipp
Financial advisor at Philipp Capital Advisors
Philipp Capital Advisors · $14.3M AUM
CFP®VerifiedFinancial planning
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Daniel Obrien
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Baucco
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Baum
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Mary Kozar
Financial advisor at Capital Advisors, LTD., LLC
Capital Advisors, LTD., LLC · $1.37B AUM
CFP®VerifiedFinancial planning
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Melissa Costello
Financial advisor at Capital Advisors, LTD., LLC
Capital Advisors, LTD., LLC · $1.37B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Creviston
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neil Waxman
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Hanratty
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Holub
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trevor Allburn
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Abrams
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Howell
Financial advisor at Stephens
Stephens · $18.04B AUM
VerifiedFinancial planning
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Amy Gorno
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christine Jemison
Financial advisor at Corient
Corient · $165.25B AUM
VerifiedFinancial planning
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Erin Donahue
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
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Greg Goldfeder
Financial advisor at Corient
Corient · $165.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Ciulla
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McDonald
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Stager
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Ronald Quaranta
Financial advisor at Corient
Corient · $165.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Lachance
Financial advisor at Lachance Wealth Partners
Lachance Wealth Partners · $2.4M AUM
VerifiedFinancial planning
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Terence Sullivan
Financial advisor at Corient
Corient · $165.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Proper
Financial advisor at Corient
Corient · $165.25B AUM
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 Shaker Heights, 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.

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Financial advisors in Shaker Heights, OH.

How this list works

Before you hire an advisor in Shaker Heights, OH