Research Report · 2026-06-30
Largest Registered Investment Advisers in Cleveland
Cleveland SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
37
Total AUM
$194.39B
Median AUM
$900.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | MAI CAPITAL MANAGEMENT, LLC | CLEVELAND | 109807 | $52.10B | 562 | 2026-05-31 | → |
| 2 | CLEARSTEAD ADVISORS, LLC | CLEVELAND | 105674 | $33.88B | 280 | 2026-03-31 | → |
| 3 | HIGHLAND CONSULTING ASSOCIATES INC. | CLEVELAND | 109834 | $21.93B | 28 | 2026-03-31 | → |
| 4 | TOWNSEND HOLDINGS LLC | CLEVELAND | 160006 | $19.64B | 110 | 2026-03-31 | → |
| 5 | BOYD WATTERSON ASSET MANAGEMENT, LLC | CLEVELAND | 107808 | $18.81B | 140 | 2026-03-31 | → |
| 6 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | CLEVELAND | 286002 | $12.76B | 93 | 2026-03-31 | → |
| 7 | WELLSPRING FINANCIAL ADVISORS, LLC | CLEVELAND | 143112 | $5.06B | 31 | 2026-06-30 | → |
| 8 | ANCORA PRIVATE WEALTH ADVISORS, LLC | CLEVELAND | 124845 | $3.90B | 53 | 2026-04-30 | → |
| 9 | GLASFUNDS, LLC | CLEVELAND | 150884 | $3.28B | 36 | 2026-03-31 | → |
| 10 | MARCUM WEALTH, LLC | CLEVELAND | 134628 | $2.97B | 38 | 2025-05-31 | → |
| 11 | FOUNDRY PARTNERS, LLC | CLEVELAND | 164863 | $2.05B | 17 | 2025-03-31 | → |
| 12 | ANCORA RETIREMENT PLAN ADVISORS, LLC | CLEVELAND | 31256 | $1.53B | 41 | 2026-03-31 | → |
| 13 | BLUE POINT CAPITAL PARTNERS LLC | CLEVELAND | 157031 | $1.44B | 30 | 2026-03-31 | → |
| 14 | MPE MGT. CO., LLC | CLEVELAND | 281787 | $1.44B | 26 | 2026-03-31 | → |
| 15 | FSM WEALTH ADVISORS, LLC | CLEVELAND | 298904 | $1.39B | 27 | 2026-03-31 | → |
| 16 | GRIES FINANCIAL LLC | CLEVELAND | 110031 | $1.35B | 30 | 2025-08-31 | → |
| 17 | MCDONALD PARTNERS LLC | CLEVELAND | 135414 | $1.28B | 29 | 2026-06-30 | → |
| 18 | ANCORA ALTERNATIVES LLC | CLEVELAND | 311902 | $1.13B | 54 | 2026-03-31 | → |
| 19 | BEACON FINANCIAL ADVISORY LLC | CLEVELAND | 174334 | $900.7M | 13 | 2026-03-31 | → |
| 20 | VANTAGE FINANCIAL GROUP, INC. | CLEVELAND | 105950 | $866.9M | 60 | 2026-03-31 | → |
| 21 | STRATEGIC VALUE BANK PARTNERS LLC | CLEVELAND | 282228 | $774.1M | 7 | 2026-03-31 | → |
| 22 | CYPRIUM INVESTMENT PARTNERS LLC | CLEVELAND | 160746 | $760.2M | 19 | 2026-03-31 | → |
| 23 | CITYMARK CAPITAL MANAGEMENT COMPANY LLC | CLEVELAND | 291405 | $582.8M | 12 | 2026-04-30 | → |
| 24 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | CLEVELAND | 111144 | $565.5M | 5 | 2026-03-31 | → |
| 25 | RESILIENCE MANAGEMENT, LLC | CLEVELAND | 157006 | $546.3M | 8 | 2026-03-31 | → |
| 26 | PARK EDGE ADVISORS, LLC | CLEVELAND | 317521 | $522.5M | 8 | 2026-05-31 | → |
| 27 | CLEVELAND WEALTH, LLC | CLEVELAND | 282196 | $506.6M | 6 | 2026-03-31 | → |
| 28 | TOF MANAGER, LLC | CLEVELAND | 330178 | $474.6M | 10 | 2026-03-31 | → |
| 29 | PLANNED FINANCIAL SERVICES, LLC | CLEVELAND | 112879 | $472.5M | 13 | 2026-02-28 | → |
| 30 | JAMES REED FINANCIAL SERVICES, INC. | CLEVELAND | 112179 | $388.6M | 10 | 2026-03-31 | → |
| 31 | CAPITALWORKS, LLC | CLEVELAND | 160408 | $283.9M | 8 | 2026-03-31 | → |
| 32 | CLUTTERBUCK CAPITAL MANAGEMENT LLC | CLEVELAND | 140082 | $233.4M | 5 | 2026-04-30 | → |
| 33 | BRIGHT PATH SPORTS PARTNERS, LLC | CLEVELAND | 327730 | $194.8M | 4 | 2026-03-31 | → |
| 34 | BLUESTONE PRIVATE WEALTH, LLC | CLEVELAND | 326055 | $190.4M | 3 | 2026-03-31 | → |
| 35 | LOGIX INVESTMENTS LLC | CLEVELAND | 288382 | $100.4M | 5 | 2025-08-31 | → |
| 36 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. | CLEVELAND | 282906 | $76.6M | 0 | 2026-03-31 | → |
| 37 | CBIZ FINANCIAL SOLUTIONS, INC. | CLEVELAND | 16678 | $8.9M | 19 | 2026-03-31 | → |
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