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Top RIA Firms in Westlake, Ohio

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Westlake, Ohio. This hub covers 11 matching firms with $8.3B in total reported AUM and median AUM of $396.0M.

Firms

Matching current profiles

Total AUM

$8.3B

Reported regulatory AUM

Median AUM

$396.0M

Across firms with AUM

Largest firm

$4.4B

Prosperity Capital Advisors

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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. Prosperity Capital Advisors CRD 156480 · Limited Liability Company	WESTLAKE, OH	$4.4B Mar 2026	+$2.1B+95.3%	+$2.6B+147.7%	+$3.2B+258.4%	+$4.4B+16355.4%	+117 employees+92.1% over 3Y	+10,112 accounts+157.3% over 3Y
2. Cornerstone Wealth Management CRD 106950 · Corporation	WESTLAKE, OH	$628.7M Feb 2026	+$85.1M+15.6%	+$298.7M+90.6%	+$377.5M+150.3%	+$539.7M+606.3%	0 employees+0.0% over 3Y	+344 accounts+41.5% over 3Y
3. Paradigm Wealth Management, LLC CRD 148662 · Limited Liability Company	WESTLAKE, OH	$563.4M Mar 2026	+$87.8M+18.5%	+$302.3M+115.8%	+$304.9M+118.0%	+$472.0M+516.6%	+3 employees+75.0% over 3Y	-53 accounts-9.6% over 3Y
4. Balanced Wealth Group LLC CRD 328007 · Limited Liability Company	WESTLAKE, OH	$494.1M May 2026	+$74.2M+17.7%	—	—	—	+3 employees+33.3% over 1Y	+36 accounts+2.3% over 1Y
5. Keystone Financial Planning, INC CRD 104640 · Corporation	WESTLAKE, OH	$406.9M Feb 2026	+$55.8M+15.9%	+$70.1M+20.8%	+$145.0M+55.3%	+$302.9M+291.0%	0 employees+0.0% over 3Y	+36 accounts+8.7% over 3Y
6. Lesjak Planning, LLC CRD 110090 · Limited Liability Company	WESTLAKE, OH	$396.0M Mar 2026	+$52.6M+15.3%	+$58.5M+17.3%	+$88.6M+28.8%	+$236.0M+147.5%	0 employees+0.0% over 3Y	+8 accounts+2.1% over 3Y
7. Jps Financial, LLC CRD 169208 · Limited Liability Company	WESTLAKE, OH	$377.0M Mar 2026	+$75.0M+24.8%	+$140.3M+59.2%	+$159.1M+73.0%	—	-1 employees-20.0% over 3Y	+105 accounts+15.9% over 3Y
8. Elios Financial Group, INC. CRD 119873 · Corporation	WESTLAKE, OH	$331.5M Mar 2026	+$75.5M+29.5%	+$122.8M+58.9%	+$139.9M+73.0%	+$201.4M+154.8%	-2 employees-50.0% over 3Y	+242 accounts+29.4% over 3Y
9. Game Plan Financial Advisors, LLC CRD 147608 · Limited Liability Company	WESTLAKE, OH, OH	$254.7M Mar 2026	+$30.0M+13.4%	+$33.3M+15.0%	+$71.9M+39.3%	+$193.2M+314.5%	+2 employees+66.7% over 3Y	+71 accounts+16.0% over 3Y
10. Michael Brady & CO., LLC CRD 130093 · Limited Liability Company	WESTLAKE, OH	$248.6M Feb 2026	+$20.3M+8.9%	+$109.7M+79.0%	+$117.8M+90.1%	+$196.0M+372.6%	0 employees+0.0% over 3Y	+30 accounts+5.1% over 3Y
11. Kinetic Wealth Investment Advisors, LLC CRD 311536 · Limited Liability Company	WESTLAKE, OH	$214.5M May 2026	+$30.0M+16.2%	—	—	+$92.4M+75.6%	+1 employees+50.0% over 1Y	+63 accounts+13.4% over 1Y

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.