Research Report · 2026-06-30
Institutional Registered Investment Advisers in Cleveland
SEC-registered investment advisers in Cleveland ranked by reported institutional client assets.
Firms
24
Total AUM
$183.78B
Median AUM
$1.37B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | HIGHLAND CONSULTING ASSOCIATES INC. | CLEVELAND | 109834 | $21.93B | 28 | 2026-03-31 | → |
| 2 | TOWNSEND HOLDINGS LLC | CLEVELAND | 160006 | $19.64B | 110 | 2026-03-31 | → |
| 3 | MAI CAPITAL MANAGEMENT, LLC | CLEVELAND | 109807 | $52.10B | 562 | 2026-05-31 | → |
| 4 | CLEARSTEAD ADVISORS, LLC | CLEVELAND | 105674 | $33.88B | 280 | 2026-03-31 | → |
| 5 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | CLEVELAND | 286002 | $12.76B | 93 | 2026-03-31 | → |
| 6 | BOYD WATTERSON ASSET MANAGEMENT, LLC | CLEVELAND | 107808 | $18.81B | 140 | 2026-03-31 | → |
| 7 | FOUNDRY PARTNERS, LLC | CLEVELAND | 164863 | $2.05B | 17 | 2025-03-31 | → |
| 8 | ANCORA RETIREMENT PLAN ADVISORS, LLC | CLEVELAND | 31256 | $1.53B | 41 | 2026-03-31 | → |
| 9 | MCDONALD PARTNERS LLC | CLEVELAND | 135414 | $1.28B | 29 | 2026-06-30 | → |
| 10 | ANCORA PRIVATE WEALTH ADVISORS, LLC | CLEVELAND | 124845 | $3.90B | 53 | 2026-04-30 | → |
| 11 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | CLEVELAND | 111144 | $565.5M | 5 | 2026-03-31 | → |
| 12 | GRIES FINANCIAL LLC | CLEVELAND | 110031 | $1.35B | 30 | 2025-08-31 | → |
| 13 | MARCUM WEALTH, LLC | CLEVELAND | 134628 | $2.97B | 38 | 2025-05-31 | → |
| 14 | ANCORA ALTERNATIVES LLC | CLEVELAND | 311902 | $1.13B | 54 | 2026-03-31 | → |
| 15 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. | CLEVELAND | 282906 | $76.6M | 0 | 2026-03-31 | → |
| 16 | PLANNED FINANCIAL SERVICES, LLC | CLEVELAND | 112879 | $472.5M | 13 | 2026-02-28 | → |
| 17 | FSM WEALTH ADVISORS, LLC | CLEVELAND | 298904 | $1.39B | 27 | 2026-03-31 | → |
| 18 | VANTAGE FINANCIAL GROUP, INC. | CLEVELAND | 105950 | $866.9M | 60 | 2026-03-31 | → |
| 19 | WELLSPRING FINANCIAL ADVISORS, LLC | CLEVELAND | 143112 | $5.06B | 31 | 2026-06-30 | → |
| 20 | PARK EDGE ADVISORS, LLC | CLEVELAND | 317521 | $522.5M | 8 | 2026-05-31 | → |
| 21 | BEACON FINANCIAL ADVISORY LLC | CLEVELAND | 174334 | $900.7M | 13 | 2026-03-31 | → |
| 22 | JAMES REED FINANCIAL SERVICES, INC. | CLEVELAND | 112179 | $388.6M | 10 | 2026-03-31 | → |
| 23 | CBIZ FINANCIAL SOLUTIONS, INC. | CLEVELAND | 16678 | $8.9M | 19 | 2026-03-31 | → |
| 24 | BLUESTONE PRIVATE WEALTH, LLC | CLEVELAND | 326055 | $190.4M | 3 | 2026-03-31 | → |
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