RIAs in Cleveland, Ohio
Explore 33 RIAs headquartered in Cleveland, with $187.9B in combined reported AUM.
RIAs33Headquartered here
Total AUM$187.9BReported regulatory AUM
Total Employees1,751Reported by these RIAs
% of Total State AUM17.2%% Of total State AUM Reported
All RIAs in Cleveland
33 RIAsShowing 1–24 of 33 RIAs
Mai Capital Management, LLC
CLEVELAND, OHReported AUM$52.1B
Employees562
27.7% of city AUMView RIA ↗
Clearstead; Clearstead Advisory Solutions
CLEVELAND, OHReported AUM$33.9B
Employees280
18.0% of city AUMView RIA ↗
Highland Consulting Associates Inc.
CLEVELAND, OHReported AUM$21.9B
Employees28
11.7% of city AUMView RIA ↗
Townsend Holdings LLC
CLEVELAND, OHReported AUM$19.6B
Employees110
10.5% of city AUMView RIA ↗
Boyd Watterson Asset Management, LLC
CLEVELAND, OHReported AUM$18.8B
Employees140
10.0% of city AUMView RIA ↗
Cbiz Investment Advisory Services, LLC
CLEVELAND, OHReported AUM$12.8B
Employees93
6.8% of city AUMView RIA ↗
Wellspring Family Office
CLEVELAND, OHReported AUM$5.1B
Employees31
2.7% of city AUMView RIA ↗
Ancora Private Wealth Advisors, LLC
CLEVELAND, OHReported AUM$3.9B
Employees53
2.1% of city AUMView RIA ↗
Glasfunds, LLC
CLEVELAND, OHReported AUM$3.3B
Employees36
1.7% of city AUMView RIA ↗
Ancora Retirement Plan Advisors, LLC
CLEVELAND, OHReported AUM$1.5B
Employees41
0.8% of city AUMView RIA ↗
Blue Point Capital Partners LLC
CLEVELAND, OHReported AUM$1.4B
Employees30
0.8% of city AUMView RIA ↗
Mpe Partners
CLEVELAND, OHReported AUM$1.4B
Employees26
0.8% of city AUMView RIA ↗
Journey Wealth Management
CLEVELAND, OHReported AUM$1.4B
Employees27
0.7% of city AUMView RIA ↗
Mcdonald Partners LLC
CLEVELAND, OHReported AUM$1.3B
Employees29
0.7% of city AUMView RIA ↗
Ancora Alternatives LLC
CLEVELAND, OHReported AUM$1.1B
Employees54
0.6% of city AUMView RIA ↗
Beacon Financial Advisory LLC
CLEVELAND, OHReported AUM$900.7M
Employees13
0.5% of city AUMView RIA ↗
Vantage Financial Group, Inc.
CLEVELAND, OHReported AUM$866.9M
Employees60
0.5% of city AUMView RIA ↗
Strategic Value Bank Partners LLC
CLEVELAND, OHReported AUM$774.1M
Employees7
0.4% of city AUMView RIA ↗
Cyprium Partners
CLEVELAND, OHReported AUM$760.2M
Employees19
0.4% of city AUMView RIA ↗
Citymark Capital Management Company LLC
CLEVELAND, OHReported AUM$582.8M
Employees12
0.3% of city AUMView RIA ↗
First Fiduciary Investment Counsel Inc
CLEVELAND, OHReported AUM$565.5M
Employees5
0.3% of city AUMView RIA ↗
Resilience Management
CLEVELAND, OHReported AUM$546.3M
Employees8
0.3% of city AUMView RIA ↗
Park Edge Advisors, LLC
CLEVELAND, OHReported AUM$522.5M
Employees8
0.3% of city AUMView RIA ↗
Cleveland Wealth, LLC
CLEVELAND, OHReported AUM$506.6M
Employees7
0.3% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.