City
Wealth management firms in Rocky River, Ohio
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Rocky River, Ohio reported $64.3 million in regulatory assets under management; the largest by assets was Saga Partners LLC, with $24.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $64.3 million
- Average per firm
- $12.9 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Saga Partners LLC | State | $24.2 million | 47 |
| 2 | CCF Advisors LLC | State | $13.8 million | 54 |
| 3 | Providence Financial Services, LLC | State | $12.6 million | 19 |
| 4 | Coletta Capital, LLC | State | $7.7 million | 62 |
| 5 | Zak Advisory, LLC | State | $6.0 million | 46 |
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.