Explore by location

RIAs in Westlake, Ohio

Explore 10 RIAs headquartered in Westlake, with $8B in combined reported AUM.

RIAs10Headquartered here
Total AUM$8BReported regulatory AUM
Total Employees291Reported by these RIAs
% of Total State AUM0.7%% Of total State AUM Reported

All RIAs in Westlake

10 RIAs
Showing 1–10 of 10 RIAs

Prosperity Capital Advisors

WESTLAKE, OH
Reported AUM$4.4B
Employees244
54.5% of city AUMView RIA ↗

Cornerstone Wealth Management

WESTLAKE, OH
Reported AUM$628.7M
Employees8
7.8% of city AUMView RIA ↗

Paradigm Wealth Management, LLC

WESTLAKE, OH
Reported AUM$563.4M
Employees7
7.0% of city AUMView RIA ↗

Balanced Wealth Group LLC

WESTLAKE, OH
Reported AUM$494.1M
Employees12
6.1% of city AUMView RIA ↗

Keystone Financial Planning, Inc

WESTLAKE, OH
Reported AUM$406.9M
Employees2
5.1% of city AUMView RIA ↗

Lesjak Planning, LLC

WESTLAKE, OH
Reported AUM$396M
Employees7
4.9% of city AUMView RIA ↗

Jps Financial, LLC

WESTLAKE, OH
Reported AUM$377M
Employees4
4.7% of city AUMView RIA ↗

Elios Financial Group, Inc.

WESTLAKE, OH
Reported AUM$331.5M
Employees2
4.1% of city AUMView RIA ↗

Michael Brady & Co., LLC

WESTLAKE, OH
Reported AUM$248.6M
Employees2
3.1% of city AUMView RIA ↗

Kinetic Wealth Investment Advisors, LLC

WESTLAKE, OH
Reported AUM$214.5M
Employees3
2.7% 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.

← Browse Ohio cities