Top Financial Advisors in Westlake, Ohio
Finding the right financial advisor in Westlake is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Westlake, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Westlake, OH.
Find the Best Financial Advisor Firms in Westlake:
PROSPERITY CAPITAL ADVISORS
CRD#: 156480
Address: 30400 Detroit Road Suite 201, Westlake, OH 44145
Clients: 6,298
Average Clients per Advisor: 61
AUM: $ 3.7B
CORNERSTONE WEALTH MANAGEMENT
CRD#: 106950
Address: 27366 Center Ridge Road, Westlake, OH 44145
Clients: 264
Average Clients per Advisor: 66
AUM: $ 518M
PARADIGM WEALTH MANAGEMENT, LLC
CRD#: 148662
Address: 159 Crocker Park Blvd Suite 100, Westlake, OH 44145-8147
Clients: 225
Average Clients per Advisor: 37
AUM: $ 476M
BALANCED WEALTH GROUP LLC
CRD#: 328007
Address: 1991 Crocker Road Suite 300, Westlake, OH 44145
Clients: 351
Average Clients per Advisor: 58
AUM: $ 420M
KEYSTONE FINANCIAL PLANNING, INC
CRD#: 104640
Address: 1991 Crocker Road Suite 204, Westlake, OH 44145
Clients: 45
Average Clients per Advisor: 22
AUM: $ 377M
LESJAK PLANNING, LLC
CRD#: 110090
Address: 1991 Crocker Rd Suite 575, Westlake, OH 44145
Clients: 285
Average Clients per Advisor: 57
AUM: $ 369M
How We Chose the Top Financial Advisors in Westlake, Ohio
To create this list of top financial advisor firms in Westlake, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Westlake has to offer.
Search Financial Advisors in Westlake, Ohio
Cynthia Marie Mchugh
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Nancy Ann Flogge
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Breslin Strauchon
Registered Affiliation(s):VALMARK ADVISERS, INC.
James Russell Buck
Registered Affiliation(s):CETERA ADVISORS LLC
Ruth Moy Samuels
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mark Dale Arlen
Registered Affiliation(s):OSAIC FA, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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