City
Independent RIAs in Westlake, Ohio
As of October 2, 2026, 18 independent wealth management RIAs with their main office in Westlake, Ohio reported $8.4 billion in regulatory assets under management; the largest by assets was Prosperity Capital Advisors, with $4.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 18
- Regulatory assets under management
- $8.4 billion
- Average per firm
- $468.1 million
- SEC-registered, of those listed
- 10 of 18 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Prosperity Capital Advisors | SEC | $4.4 billion | 16,541 |
| 2 | Cornerstone Wealth Management | SEC | $628.7 million | 1,173 |
| 3 | Paradigm Wealth Management, LLC | SEC | $563.4 million | 500 |
| 4 | Balanced Wealth Group LLC | SEC | $494.1 million | 1,588 |
| 5 | Keystone Financial Planning, Inc | SEC | $406.9 million | 448 |
| 6 | Lesjak Planning, LLC | SEC | $396.0 million | 381 |
| 7 | JPS Financial, LLC | SEC | $377.0 million | 766 |
| 8 | Elios Financial Group, Inc. | SEC | $331.5 million | 1,064 |
| 9 | Michael Brady & Co., LLC | SEC | $248.6 million | 614 |
| 10 | Kinetic Wealth Investment Advisors, LLC | SEC | $214.5 million | 533 |
| 11 | Defiant Financial Services LLC | State | $83.2 million | 384 |
| 12 | Coyne Capital Management, LLC | State | $76.8 million | 108 |
| 13 | Athletes Financial Advisers, LLC | State | $67.1 million | 152 |
| 14 | Amfg Wealth Management LLC | State | $58.7 million | 559 |
| 15 | Cleveland Retirement Planning LLC | State | $48.8 million | 128 |
| 16 | Southworth Investment Management, LLC | State | $31.9 million | 20 |
| 17 | Covenant Wealth Advisors | State | $6.7 million | 6 |
| 18 | Argo Wealth Management | State | $5.7 million | 22 |
Independent RIAs 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.