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Top RIA Firms in Beachwood, Ohio

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Beachwood, Ohio. This hub covers 12 matching firms with $48.4B in total reported AUM and median AUM of $2.3B.

Firms

Matching current profiles

Total AUM

$48.4B

Reported regulatory AUM

Median AUM

$2.3B

Across firms with AUM

Largest firm

$18.6B

Stratos Wealth Partners, LTD

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Stratos Wealth Partners, LTD CRD 153184 · Limited Liability Company	BEACHWOOD, OH	$18.6B May 2026	+$4.2B+28.9%	+$8.3B+80.7%	+$10.1B+119.4%	+$18.1B+3282.2%	+93 employees+17.7% over 3Y	+13,833 accounts+40.8% over 3Y
2. Oneseven CRD 283087 · Limited Liability Company	BEACHWOOD, OH	$7.7B Apr 2026	+$2.9B+59.2%	+$5.3B+217.6%	+$6.8B+771.2%	—	+178 employees+207.0% over 3Y	+16,549 accounts+163.0% over 3Y
3. Org Portfolio Management LLC CRD 130198 · Limited Liability Company	BEACHWOOD, OH	$6.4B Mar 2026	+$461.3M+7.8%	+$2.4B+58.8%	-$5.8B-47.5%	+$3.4B+110.6%	+4 employees+22.2% over 3Y	+9 accounts+69.2% over 3Y
4. Stratos Wealth Advisors LLC CRD 283816 · Limited Liability Company	BEACHWOOD, OH	$5.6B Apr 2026	+$667.8M+13.6%	+$2.0B+57.0%	+$3.8B+208.9%	—	+68 employees+66.7% over 3Y	+684 accounts+5.6% over 3Y
5. CM Wealth Advisors LLC CRD 119467 · Limited Liability Company	BEACHWOOD, OH	$3.6B Mar 2026	+$360.8M+11.1%	+$612.8M+20.5%	+$560.4M+18.5%	+$1.8B+97.7%	+2 employees+9.1% over 3Y	+122 accounts+21.9% over 3Y
6. Stratos Investment Management, LLC CRD 283850 · Limited Liability Company	BEACHWOOD, OH	$3.3B May 2026	+$869.5M+35.6%	+$2.2B+191.0%	+$2.7B+415.3%	—	+82 employees+1171.4% over 3Y	+4,413 accounts+135.7% over 3Y
7. Van Cleef Asset Management INC CRD 105768 · —	BEACHWOOD, OH	$1.2B Mar 2026	+$103.0M+9.3%	+$445.8M+58.5%	+$563.6M+87.4%	+$980.9M+431.3%	+1 employees+20.0% over 3Y	-397 accounts-63.7% over 3Y
8. Winslow Asset Management INC CRD 106337 · Corporation	BEACHWOOD, OH	$626.7M Mar 2026	+$45.0M+7.7%	+$122.3M+24.3%	+$95.6M+18.0%	+$151.6M+31.9%	-1 employees-14.3% over 3Y	-16 accounts-11.0% over 3Y
9. Adaptive Financial Consulting, LLC CRD 288185 · Limited Liability Company	BEACHWOOD, OH	$547.1M Mar 2026	+$143.4M+35.5%	+$210.2M+62.4%	+$407.7M+292.6%	+$393.9M+257.2%	0 employees+0.0% over 3Y	+114 accounts+24.9% over 3Y
10. North Star Advisory Group, LLC CRD 171694 · Limited Liability Company	BEACHWOOD, OH	$289.1M Mar 2026	+$62.6M+27.6%	+$137.7M+91.0%	—	+$163.8M+130.7%	+2 employees+40.0% over 3Y	+146 accounts+42.8% over 3Y
11. Shaker Investments CRD 119135 · Limited Liability Company	BEACHWOOD, OH	$258.8M Mar 2026	+$30.9M+13.6%	+$3.2M+1.2%	+$62.6M+31.9%	+$166.2M+179.6%	-1 employees-10.0% over 3Y	+62 accounts+28.1% over 3Y
12. Newport Investment Advisors INC CRD 113175 · Corporation	BEACHWOOD, OH	$198.0M Apr 2026	+$83.3M+72.6%	+$116.1M+141.7%	+$116.1M+141.7%	+$106.5M+116.3%	-1 employees-33.3% over 3Y	0 accounts+0.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.