City
Wealth management firms in Middleburg Heights, Ohio
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Middleburg Heights, Ohio reported $942.4 million in regulatory assets under management; the largest by assets was Fidato Wealth LLC, with $510.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $942.4 million
- Average per firm
- $188.5 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fidato Wealth LLC | SEC | $510.8 million | 1,160 |
| 2 | Fourth Dimension Wealth, LLC | SEC | $356.4 million | 1,134 |
| 3 | Skybox Financial Group LLC | State | $75.2 million | 408 |
| 4 | The Estate Planning Team, Inc. | State | $0 | 0 |
| 5 | WS Wealth Management, 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.