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Top RIA Firms in Cleveland, Ohio
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Cleveland, Ohio. This hub covers 34 matching firms with $188.9B in total reported AUM and median AUM of $883.8M.
Firms
34
Matching current profiles
Total AUM
$188.9B
Reported regulatory AUM
Median AUM
$883.8M
Across firms with AUM
Largest firm
$52.1B
Mai Capital Management, LLC
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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. Mai Capital Management, LLC CRD 109807 · Limited Liability Company | CLEVELAND, OH | $52.1B May 2026 | +$22.5B+75.8% | +$36.3B+230.3% | +$42.9B+463.3% | +$50.3B+2854.1% | +231 employees+69.8% over 3Y | +24,843 accounts+104.8% over 3Y |
| 2. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions CRD 105674 · Limited Liability Company | CLEVELAND, OH | $33.9B Mar 2026 | +$9.6B+39.5% | +$22.7B+201.8% | +$26.7B+373.0% | +$33.5B+9427.9% | +189 employees+207.7% over 3Y | +10,131 accounts+221.4% over 3Y |
| 3. Highland Consulting Associates INC. CRD 109834 · Corporation | CLEVELAND, OH | $21.9B Mar 2026 | +$4.1B+23.0% | +$6.2B+39.7% | +$4.9B+28.9% | +$15.5B+240.2% | 0 employees+0.0% over 3Y | +29 accounts+6.6% over 3Y |
| 4. Townsend Holdings LLC CRD 160006 · Limited Liability Company | CLEVELAND, OH | $19.6B Mar 2026 | +$345.4M+1.8% | -$4.3B-17.8% | +$959.8M+5.1% | +$12.4B+172.6% | -12 employees-9.8% over 3Y | -1 accounts-1.5% over 3Y |
| 5. Boyd Watterson Asset Management, LLC CRD 107808 · Limited Liability Company | CLEVELAND, OH | $18.8B Mar 2026 | +$548.6M+3.0% | +$1.6B+9.3% | +$5.5B+41.7% | +$14.0B+294.4% | +22 employees+18.6% over 3Y | -82 accounts-6.9% over 3Y |
| 6. Cbiz Investment Advisory Services, LLC CRD 286002 · Limited Liability Company | CLEVELAND, OH | $12.8B Mar 2026 | +$3.9B+44.1% | +$5.7B+81.0% | +$8.5B+197.7% | — | +4 employees+4.5% over 3Y | +1,031 accounts+56.7% over 3Y |
| 7. Wellspring Financial Advisors, LLC CRD 143112 · Limited Liability Company | CLEVELAND, OH | $5.1B Mar 2026 | +$1.4B+39.3% | +$2.7B+115.4% | +$3.3B+188.5% | +$4.2B+485.3% | +10 employees+47.6% over 3Y | +865 accounts+72.9% over 3Y |
| 8. Ancora Private Wealth Advisors, LLC CRD 124845 · Limited Liability Company | CLEVELAND, OH | $3.9B Apr 2026 | +$686.3M+21.4% | +$1.6B+72.7% | +$1.9B+96.6% | +$3.6B+1440.5% | -9 employees-14.5% over 3Y | +1,035 accounts+29.8% over 3Y |
| 9. Glasfunds, LLC CRD 150884 · Limited Liability Company | CLEVELAND, OH | $3.3B Mar 2026 | +$1.3B+62.0% | +$2.0B+165.8% | +$2.8B+525.2% | +$3.2B+9257.3% | +25 employees+227.3% over 3Y | 0 accounts+0.0% over 3Y |
| 10. Ancora Retirement Plan Advisors, LLC CRD 31256 · Limited Liability Company | CLEVELAND, OH | $1.5B Mar 2026 | +$228.9M+17.5% | +$742.6M+93.8% | +$855.2M+125.9% | +$1.5B+2129.9% | -2 employees-4.7% over 3Y | -13 accounts-7.5% over 3Y |
| 11. Blue Point Capital Partners LLC CRD 157031 · Limited Liability Company | CLEVELAND, OH | $1.4B Mar 2026 | -$527.0M-26.7% | -$476.6M-24.8% | +$225.2M+18.5% | +$1.0B+255.2% | -2 employees-6.3% over 3Y | 0 accounts+0.0% over 3Y |
| 12. Mpe Partners CRD 281787 · Limited Liability Company | CLEVELAND, OH | $1.4B Mar 2026 | -$25.0M-1.7% | +$715.5M+99.1% | +$1.0B+265.6% | +$1.0B+238.0% | +9 employees+52.9% over 3Y | +3 accounts+37.5% over 3Y |
| 13. Journey Wealth Management CRD 298904 · Limited Liability Company | CLEVELAND, OH | $1.4B Mar 2026 | +$446.7M+47.5% | +$794.4M+133.9% | +$1.1B+393.4% | — | +12 employees+80.0% over 3Y | -395 accounts-31.0% over 3Y |
| 14. Gfp Private Wealth CRD 110031 · Limited Liability Company | CLEVELAND, OH | $1.3B Aug 2025 | +$63.8M+5.0% | +$384.8M+40.0% | +$724.0M+116.1% | +$862.8M+177.8% | +10 employees+50.0% over 3Y | +643 accounts+63.3% over 3Y |
| 15. Mcdonald Partners LLC CRD 135414 · Limited Liability Company | CLEVELAND, OH | $1.3B Apr 2026 | -$8.2M-0.6% | +$190.4M+17.5% | -$72.2M-5.3% | +$511.2M+66.6% | -1 employees-3.3% over 3Y | -112 accounts-6.0% over 3Y |
| 16. Ancora Alternatives LLC CRD 311902 · Limited Liability Company | CLEVELAND, OH | $1.1B Mar 2026 | +$83.7M+8.0% | -$130.5M-10.3% | +$461.9M+69.0% | +$461.9M+69.0% | -6 employees-10.0% over 3Y | -18 accounts-64.3% over 3Y |
| 17. Beacon Financial Advisory LLC CRD 174334 · Limited Liability Company | CLEVELAND, OH | $900.7M Mar 2026 | +$223.1M+32.9% | +$346.3M+62.5% | +$233.2M+34.9% | +$771.4M+596.7% | -12 employees-48.0% over 3Y | +513 accounts+25.3% over 3Y |
| 18. Vantage Financial Group, INC. CRD 105950 · Corporation | CLEVELAND, OH | $866.9M Mar 2026 | +$73.4M+9.2% | +$236.9M+37.6% | +$221.0M+34.2% | +$579.6M+201.7% | +1 employees+1.7% over 3Y | +113 accounts+4.7% over 3Y |
| 19. Strategic Value Bank Partners LLC CRD 282228 · Limited Liability Company | CLEVELAND, OH | $774.1M Mar 2026 | +$214.8M+38.4% | +$261.9M+51.1% | +$461.0M+147.3% | +$577.0M+292.9% | +1 employees+16.7% over 3Y | +2 accounts+50.0% over 3Y |
| 20. Cyprium Partners CRD 160746 · Limited Liability Company | CLEVELAND, OH | $760.2M Mar 2026 | +$206.4M+37.3% | +$108.7M+16.7% | +$43.4M+6.1% | +$270.8M+55.3% | +2 employees+11.8% over 3Y | +2 accounts+66.7% over 3Y |
| 21. Citymark Capital Management Company LLC CRD 291405 · Limited Liability Company | CLEVELAND, OH | $582.8M Apr 2026 | +$19.2M+3.4% | +$136.7M+30.6% | +$122.3M+26.6% | +$331.6M+132.0% | +1 employees+9.1% over 3Y | 0 accounts+0.0% over 3Y |
| 22. First Fiduciary Investment Counsel INC CRD 111144 · Corporation | CLEVELAND, OH | $565.5M Mar 2026 | +$28.6M+5.3% | +$76.2M+15.6% | -$15.0M-2.6% | +$254.2M+81.6% | 0 employees+0.0% over 3Y | -9 accounts-1.9% over 3Y |
| 23. Resilience Management CRD 157006 · Limited Liability Company | CLEVELAND, OH | $546.3M Mar 2026 | -$8.1M-1.5% | -$59.6M-9.8% | -$24.1M-4.2% | +$268.3M+96.5% | -4 employees-33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Park Edge Advisors, LLC CRD 317521 · Limited Liability Company | CLEVELAND, OH | $522.5M May 2026 | +$84.4M+19.3% | +$138.2M+35.9% | — | — | +1 employees+14.3% over 3Y | +105 accounts+13.2% over 3Y |
| 25. Cleveland Wealth, LLC CRD 282196 · Limited Liability Company | CLEVELAND, OH | $506.6M Mar 2026 | -$505.5M-49.9% | -$118.5M-19.0% | +$58.4M+13.0% | +$333.9M+193.4% | 0 employees+0.0% over 3Y | -1,555 accounts-59.8% 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.