City
Wealth management firms in Mentor, Ohio
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Mentor, Ohio reported $869.2 million in regulatory assets under management; the largest by assets was Lakeridge Wealth Management LLC, with $805.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $869.2 million
- Average per firm
- $144.9 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lakeridge Wealth Management LLC | SEC | $805.4 million | 2,706 |
| 2 | Timewealth Advisors Inc. | State | $41.7 million | 232 |
| 3 | McLean Financial Planning and Investment Management | State | $16.4 million | 85 |
| 4 | Family Life Financial Planning | State | $5.8 million | 54 |
| 5 | Dffa, LLC | State | $0 | 0 |
| 6 | Lifeguard Advisors LLC | State | $0 | 0 |
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.