GRIES FINANCIAL PARTNERS is a Cleveland, Ohio based financial advisory firm with nearly $1,284,124,602 in assets under management and provides investment advisory services for 1731 clients. There are currently 30 financial advisors at the firm.
General Information |
| Firm CRD#: | 110031 | |
| SEC#: | 801-56552 | |
| Assets under Management: | $1,284,124,602 | |
| No. of Clients: | 1731 | |
| No. of Advisors: | 30 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | 801-52664 | 273511 | 429 | $14,333,000,000 |
| FIFTH THIRD SECURITIES, INC. | 628 | 801-63623 | 40143 | 1228 | $7,982,892,401 |
| STRATOS WEALTH PARTNERS, LTD | 153184 | 801-71457 | 37396 | 562 | $12,533,266,805 |
| HUNTINGTON FINANCIAL ADVISORS | 16986 | 801-58015 | 32956 | 483 | $5,196,750,113 |
| VALMARK ADVISERS, INC. | 108050 | 801-55564 | 17262 | 260 | $7,029,587,820 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 801-112635 | 5859 | 77 | $8,441,109,220 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 801-108996 | 2257 | 94 | $8,859,446,751 |
| REDTREE INVESTMENT GROUP | 171615 | 801-79797 | 514 | 9 | $8,690,883,404 |
| HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 801-46040 | 425 | 31 | $17,835,470,311 |
| GATEWAY INVESTMENT ADVISERS, LLC | 146681 | 801-68972 | 39 | 21 | $8,827,745,567 |
| ORG PORTFOLIO MANAGEMENT LLC | 130198 | 801-62718 | 23 | 22 | $5,838,163,109 |
| PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | 801-80031 | 22 | 33 | $6,500,844,610 |
| NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | 801-67833 | 14 | 203 | $13,593,232,338 |
| IDR INVESTMENT MANAGEMENT, LLC | 286208 | 801-108809 | 6 | 14 | $5,054,401,612 |
| CONSTELLATION INVESTMENTS, INC. | 107528 | 801-51396 | 2 | 21 | $11,745,374,185 |