City
Independent RIAs in Beachwood, Ohio
As of October 2, 2026, 14 independent wealth management RIAs with their main office in Beachwood, Ohio reported $14.8 billion in regulatory assets under management; the largest by assets was Oneseven, with $7.7 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 14
- Regulatory assets under management
- $14.8 billion
- Average per firm
- $1.1 billion
- SEC-registered, of those listed
- 9 of 14 (64.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Oneseven | SEC | $7.7 billion | 26,700 |
| 2 | CM Wealth Advisors LLC | SEC | $3.6 billion | 680 |
| 3 | Van Cleef Asset Management Inc | SEC | $1.2 billion | 226 |
| 4 | Winslow Asset Management Inc | SEC | $626.7 million | 130 |
| 5 | Adaptive Financial Consulting, LLC | SEC | $547.1 million | 572 |
| 6 | North Star Advisory Group, LLC | SEC | $289.1 million | 487 |
| 7 | Lynx Capital Group Ltd | SEC | $286.9 million | 181 |
| 8 | Shaker Investments | SEC | $258.8 million | 283 |
| 9 | Tidmore Retirement Planning Specialists | SEC | $112.9 million | 306 |
| 10 | Thomas & Company LLC | State | $81.3 million | 35 |
| 11 | Oncenter Financial Advisors LLC | State | $54.6 million | 93 |
| 12 | Kosmin Wealth Management | State | $17.6 million | 96 |
| 13 | Angart & Co. | State | $16.1 million | 9 |
| 14 | Taub Investment Planning Services LLC | State | $272,974 | 1 |
Independent RIAs in Ohio, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.