City
Wealth management firms in Solon, Ohio
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Solon, Ohio reported $387.4 million in regulatory assets under management; the largest by assets was Redwood Financial Network, with $262.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $387.4 million
- Average per firm
- $77.5 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Redwood Financial Network | SEC | $262.8 million | 1,019 |
| 2 | Alpha Planning and Financial Services, Inc. | SEC | $112.8 million | 578 |
| 3 | WRK Investments, LLC | State | $9.7 million | 15 |
| 4 | Affinity Financial LLC | State | $2.1 million | 35 |
| 5 | Legacy Financial 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.