City
Wealth management firms in Cleveland, Ohio
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Cleveland, Ohio reported $102.5 billion in regulatory assets under management; the largest by assets was Mai Capital Management, LLC, with $52.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $102.5 billion
- Average per firm
- $3.9 billion
- SEC-registered, of those listed
- 14 of 26 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mai Capital Management, LLC | SEC | $52.1 billion | 48,547 |
| 2 | Clearstead; Clearstead Advisory Solutions | SEC | $33.9 billion | 14,707 |
| 3 | Wellspring Family Office | SEC | $5.1 billion | 2,051 |
| 4 | Ancora Private Wealth Advisors, LLC | SEC | $3.9 billion | 4,509 |
| 5 | Journey Wealth Management | SEC | $1.4 billion | 879 |
| 6 | McDonald Partners LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.3 billion | 1,765 |
| 7 | Beacon Financial Advisory LLC | SEC | $900.7 million | 2,542 |
| 8 | Vantage Financial Group, Inc. | SEC | $866.9 million | 2,521 |
| 9 | First Fiduciary Investment Counsel Inc | SEC | $565.5 million | 460 |
| 10 | Park Edge Advisors, LLC | SEC | $522.5 million | 900 |
| 11 | Cleveland Wealth, LLC | SEC | $506.6 million | 1,047 |
| 12 | Return on Life Wealth Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $472.5 million | 834 |
| 13 | Reed Financial Services, Inc. | SEC | $388.6 million | 1,166 |
| 14 | Bluestone Private Wealth, LLC | SEC | $190.4 million | 226 |
| 15 | Klopp Investment Management LLC | State | $110.6 million | 174 |
| 16 | Family Financial Services, LLC | State | $98.1 million | 58 |
| 17 | Neo Investment Counsel, LLC | State | $81.3 million | 59 |
| 18 | Intentional Wealth Partners | State | $60.1 million | 288 |
| 19 | Confiance, Financial & Investment Advisors | State | $31.4 million | 64 |
| 20 | Volition Financial Network, LLC | State | $21.9 million | 172 |
| 21 | Anfield Wealth Management | State | $17.5 million | 57 |
| 22 | Conservativemoney LLC | State | $10.4 million | 17 |
| 23 | Wilde Capital Management, LLC | State | $10.2 million | 47 |
| 24 | Ethos Financial Planning | State | $7.6 million | 20 |
| 25 | Great Lakes Retirement Planning, LLC | State | $5.3 million | 66 |
| 26 | Firefly Wealth Management | State | $350,000 | 5 |
Wealth management firms 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.