City

Wealth management firms in Westlake, Ohio

As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, 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.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms: 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

Wealth management firms in Westlake, Ohio, largest first
#	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

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.