Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Cleveland, Ohio, known for its affordable cost of living and growing job market, attracts professionals, families, and retirees alike. Folks approaching retirement can consider settling down in Ohio since the state does not levy state income tax on Social Security benefits.
With over 600+ financial advisors in Cleveland to choose from, finding the right fit for your needs can prove to be a challenge. WiserAdvisor simplifies this process by connecting you with vetted professionals, including fiduciary advisors in Cleveland, Ohio, who are legally obligated to act in your best interest. Whether you?re looking for investment management, financial planning, estate planning, or retirement planning in Cleveland, we can help you find a suitable match.
For over two decades, we have maintained a trusted directory of advisors who meet strict industry standards. Every Cleveland financial advisor in our network is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a financial planner in Cleveland who understands your unique financial situation and has the relevant financial qualifications to guide you toward your financial goals.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
|
Brian Davis
CEPA®, CLU®, CPFA, AIF®, ChFC® DAVIS WEALTH MANAGEMENT, LLC 3998 Broadview Road, Suite A, Richfield, OH 44286 |
Not Disclosed | Not Specified | $500,000 | Fee-Based |
Qualifications
Firm CRD# 117756
Series 7
Compensation/Fee Fee-Based, Based on Assets
Office Location
1350 Euclid Ave., Suite 800,
Cleveland,
OH
44115
Phone Number
888-225-3777
Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3201 Enterprise Parkway,
Suite 450,
Beachwood,
OH
44122
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 117756
Series 7
Compensation/Fee Fee-Based, Based on Assets
Office Location
6095 Parkland Blvd,
Suite 210,
Mayfield Heights,
OH
44124
Phone Number
888-225-3777
Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations. Our secondary office location is at 2000 Auburn Dr., Suite 350 Beachwood, OH 4412
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2264620
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
3998 Broadview Road, Suite A,
Richfield,
OH
44286
Phone Number
330-777-3329
Brian assists his clients with pursuing financial freedom through financial and investment planning with an emphasis on holistic financial planning. His responsibilities include analyzing your goals and objectives, designing a suitable investment and risk management portfolio, and assisting in your estate and business planning strategies while helping to minimize taxes at the corporate and individual level. Our greatest satisfaction comes from your success and the long-term relationship we develop together. Davis Wealth Management, LLC is a Registered Investment Advisor with the state of Ohio. Brian is a Certified Financial Planner® (CFP®) and holds the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant™ (PPC™) designations from the Center for Fiduciary Studies. The designations focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. Brian holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). Brian is also a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), as well as a member of the Society of Financial Services Professionals. Brian graduated from the University of Notre Dame, Notre Dame, IN with a Bachelor of Science degree. He received his MBA degree with a concentration in Finance from Drexel University, Philadelphia, PA. Brian is a past president of the Notre Dame Club of Akron, past president of the University of Notre Dame Alumni Board and has served as a trustee on the Board of Trustees for the University of Notre Dame. Brian, and his wife Anne, raised their three children in Medina, OH.
Helping You Sustain Your Legacy We are in the business of advising clients who want to develop and implement a comprehensive, effective, long-term financial strategy, customized to their personal goals and resources. We expect our relationship to endure for many years, and possibly even for generations. Because our professional perspective is, essentially, permanent, we work hard to foster and preserve the trust and confidence of our clients. We hold ourselves to high standards of expertise, professionalism and service, and we emphasize regular, interactive communication as our best resource for assessing and improving the quality of the service we provide.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
1100 Superior Ave East, Suite 700, Cleveland, OH 44114 |
190 | 11645 | $22,368,771,314 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
| 120 | 69 | $22,118,740,671 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
|
| 331 | 26826 | $19,711,015,200 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
|
| 121 | 1126 | $17,878,495,158 | A percentage of AUM, Fixed fees, Performance Based |
|
| 31 | 425 | $17,835,470,311 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 94 | 2257 | $8,859,446,751 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
|
| 26 | 1630 | $3,629,363,797 | A percentage of AUM, Fixed fees |
|
| 65 | 3813 | $2,708,839,827 | A percentage of AUM, Fixed fees, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS) |
|
| 40 | 6904 | $2,576,383,375 | A percentage of AUM, Fixed fees |
|
| 24 | 2 | $2,021,147,000 | A percentage of AUM |
|
| 31 | 13 | $1,970,307,000 | A percentage of AUM, Performance Based |
|
| 17 | 65 | $1,750,931,285 | A percentage of AUM, Performance Based |
|
| 24 | 10 | $1,462,590,642 | A percentage of AUM, Performance Based |
|
| 59 | 28 | $1,316,573,361 | A percentage of AUM, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS) |
|
| 30 | 1731 | $1,284,124,602 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE) |
To find a fiduciary in Cleveland, Ohio, start by looking for financial professionals registered with the SEC or state regulators, as they are legally obligated to act in your best interest. You can use tools like the SEC's Investment Adviser Public Disclosure website or FINRA's BrokerCheck to verify their fiduciary status and check for any disciplinary history.
You may also use WiserAdvisor's free match tool to search for qualified advisors. This tool will match you with 2-3 vetted financial advisors in your area who have been pre-screened for experience and hold clean records with FINRA and the SEC.
A financial advisor in Cleveland typically provides a broad range of financial services, including retirement planning, budgeting, and investment management, and more tailored to individual financial goals. In contrast, wealth management in Cleveland focuses on high-net-worth individuals and offers more comprehensive services, including tax planning, estate planning, risk management, and legacy planning. The primary focus of wealth managers is on wealth preservation and growth, whereas financial advisors may focus more on financial planning and investment guidance.
It is advised that you should meet with your Cleveland financial advisor at least once a year to review your financial plan, assess investment performance, and make necessary adjustments, if needed. However, more frequent meetings may be necessary if you experience significant life events, such as marriage, retirement, divorce, birth of a child, or a major financial windfall. You may also check in every quarter or six months if you're undergoing any major financial transition. Meeting regularly with your advisor ensures that your financial strategy remains aligned with your evolving goals
Working with a fiduciary in Cleveland, Ohio ensures that your financial advisor is legally obligated to act in your best interest, minimizing conflicts of interest. Fiduciary advisors provide unbiased financial advice, focusing on transparent fee structures rather than accruing commissions from selling financial products. This approach helps build trust and long-term relationships. Fiduciaries offer unbiased advice and guidance, ensuring the client's interests are their top-most concern.
When meeting with a financial planner in Cleveland for the first time, ask about their credentials, experience, and areas of specialization to ensure they align with your financial needs. Inquire about their fee structure (fee-only, fee-based, or commission) and whether they act as a fiduciary. Additionally, ask about their investment philosophy, approach to risk management, and how they plan to tailor their services to your financial goals. It's also crucial to discuss how often you will meet and how they will update you on your financial progress.
Yes, some financial advisors in Cleveland may have minimum asset requirements, which typically range from $100,000 to $1 million, depending on the services offered by them. While wealth managers in Cleveland often cater to high-net-worth individuals and may require even higher minimums, there are several financial planners who may work with clients at all wealth levels, including those just starting their financial journey. It is important that you inquire about any minimum requirements during your initial consultation to find the right advisor for your needs.
To verify the credentials of a financial advisor in Cleveland, you may use regulatory resources like FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure website. These tools provide information on the advisor's registration status, disciplinary history, and credentials. Additionally, you may also ask directly or review the advisor's Form ADV, which outlines their business practices and compensation model.
Yes, you can change your financial advisor if you are not satisfied with their services. First, review your contract to understand if there are any termination fees or notice periods. Once you're ready, communicate your decision clearly and professionally. To ensure a smooth transition, find a new advisor first, preferably a fiduciary in Cleveland, Ohio, who aligns better with your financial goals and needs. Fiduciaries are legally obligated to act in your best interests and are required to disclose any conflicts of interest that may occur.
