Business List: Wealth Managers in Cleveland

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Alluvial Private Wealth (Cleveland) 812 Huron Rd E #290, Cleveland, OH 44115
44029xxxx0 Inf*@a********************.com
RBC Wealth Management Branch - Cleveland 600 Superior Ave 23rd Floor, Cleveland, OH 44114
88822xxxx2 wms**********@r**.com 12265 14000
Newman & Company, CPAs 1801 E 9th St #1050, Cleveland, OH 44114
21678xxxx6 ada*@n*********.com 5 9
Wells Fargo Advisors 30050 Chagrin Blvd # 150, Pepper Pike, OH 44124
21636xxxx0 a.b@w*****************.com 3 6 188278 189000
Cedar Brook Financial Partners 5885 Landerbrook Dr # 200, Cleveland, OH 44124
44068xxxx0 aba**@c******************.com
The Keystone Wealth Management Group - Morgan Stanley 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx4 acc**********@m************.com
Tyler-Stone Group 3601 Green Rd, Beachwood, OH 44122
21629xxxx5 bil*******@t**********.com 5 1
Cerity Partners Terminal Tower, 50 Public Square, Cleveland, OH 44113
21646xxxx6 aba***@c*************.com 4 1
Moss Wealth Management - UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21673xxxx3
Objective Capital Management 29325 Chagrin Blvd #204, Beachwood, OH 44122
21658xxxx8 ada*@o********.com 5 1
Bank of America Private Client Advisor Omid Sattarian 1375 E 9th St, Cleveland, OH 44114
21677xxxx7 ann************@b************.com
Waypoint Partners 28601 Chagrin Blvd, Cleveland, OH 44122
21659xxxx7 jam***********@l**.com
Wizest
adm**@w*****.com 5 1
Bernstein Private Wealth Management 127 Public Square #5000, Cleveland, OH 44114
21626xxxx0 aak********@b********.com
League Park Advisors LLC 1100 Superior Ave #1700, Cleveland, OH 44114
21645xxxx5 bbe****@l*********.com
Dane A Wilson - Financial Advisor, Ameriprise Financial Services 25201 Chagrin Blvd Ste 200, Cleveland, Oh 44122
44072xxxx6 cat*************@a***.com
Intellectual Wealth Group - Ameriprise Financial Services, LLC 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122
33028xxxx5 dns*****@a***.com
CM Wealth Advisors 2000 Auburn Dr #400, Beachwood, OH 44122
21683xxxx7 abo**@c***************.com
Merrill Lynch Financial Advisor John A Koch 30195 Chagrin Blvd, Pepper Pike, OH 44124
21637xxxx1 ari*********@m*.com
Capital Wealth Property Group 21625 Chagrin Blvd #100, Beachwood, OH 44122
21681xxxx0 fil***@g******.com 5 1 65
Baird Private Wealth Management 200 Public Square Ste 1650, Cleveland, OH 44114
88879xxxx1 bku***@r******.com 5 2 8167 958 8700
The Private Trust Company 1422 Euclid Ave # 1130, Cleveland, OH 44115
85877xxxx3 pri****@l***********.com 4.1 18
Fairway Wealth Management Llc 6055 Rockside Woods Blvd N Ste 330, Cleveland, OH 44131
21657xxxx0 aca******@f************.com 134 144
Morgan Stanley Financial Advisors 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx0 acm***********@m************.com
Beacon Financial Partners 25825 Science Park Dr Ste 110, Cleveland, OH 44122
21691xxxx0 aru***@b*************.com 5 10
BNY Wealth Cleveland OH 3333 Richmond Rd #110, Beachwood, OH 44122
21659xxxx0 jes************@b********.com 5 1
Elizabeth Park Capital Management 29525 Chagrin Blvd # 100, Cleveland, OH 44122
21659xxxx1 clc@e**************.com
Independence Capital Co. 5579 Pearl Rd, Cleveland, OH 44129
44088xxxx0 dsa**@i*****.com
Cleveland Private Trust Company 600 Superior Ave # 1000, Cleveland, OH 44114
21623xxxx0 que******@c****.com
Journey Wealth Management, LLC (FSM Wealth Advisors, LLC) 22901 Millcreek Blvd Suite 225, Cleveland, OH 44122
21646xxxx3 inf*@j*************.com
Jon Wagner - Morgan Stanley Financial Advisor 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx1 acm***********@m************.com
Skylight Financial Group 2012 W 25th St #900, Cleveland, OH 44113
21662xxxx0 acf*@s*********************.com 4 8
The Doll Wealth Management Group - Morgan Stanley Financial Advisors 31099 Chagrin Blvd Ste 300, Pepper Pike, OH
acc**********@m************.com
Fairport Wealth Cleveland 1350 Euclid Ave Suite 400, Cleveland, OH 44115
80022xxxx9 aar*******@f*************.com
UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21669xxxx0 5 3
Fifth Third Private Bank - Geoff Snyder 600 Superior Ave, Cleveland, OH 44114
adr************@5*.com
Huntington Private Bank 200 Public Square, Cleveland, OH 44114
21651xxxx9 aan**********@h*********.com 267019 2554 267000
William Perryman - Financial Advisor, Ameriprise Financial Services, LLC 25201 Chagrin Blvd # 350, Cleveland, OH 44122
21676xxxx6 cat*************@a***.com
7 Figures Funding Cleveland 1468 W 9th St Suite #100, Cleveland, OH 44113
21624xxxx6 rob***@l*********.com 5 2 582893 4675242
James Schmitt - Financial Advisor, Ameriprise Financial Services, LLC 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122
21651xxxx0 jam************@a***.com
Factor Finders 25101 Chagrin Blvd Suite 250, Cleveland, OH 44122
21671xxxx4 578*****@m************.com 4.9 95 5 9 195 8 214
Paragon Advisors, Inc. 3401 Tuttle Rd Garage Level 2, Tower C, Shaker Heights, OH 44122
21649xxxx0 cje*****@p**************.net
NEO Wealth Management Group - Morgan Stanley 31099 Chagrin Blvd 3rd Fl, Pepper Pike, OH 44124
21636xxxx4 acc**********@m************.com
GLASfunds 1100 Superior Ave #600, Cleveland, OH 44114
21686xxxx0 ala*@g********.com 5 1
Roberts Financial 21637xxxx0
Eric Tolbert & Associates - Ameriprise Financial Services, LLC The Hanna Bldg, 1422 Euclid Ave #1564, Cleveland, OH 44115
21637xxxx6 5 5
Jp Morgan Securities Inc 1500 W Third St Ste 305, Cleveland, OH 44113
21680xxxx0 acc*****@u*******.jpmorgan 90163 115000
Balanced Financial Concepts 30505 Bainbridge Rd # 160, Cleveland, OH 44139
44034xxxx0 gpa*@c*************.com 5 2
Park Edge Advisors 2360 W 11th St, Cleveland, OH 44113
21672xxxx4 inf*@p***************.com
Northwestern Mutual Ohio Savings Plaza, 1801 E 9th St Ste 1030, Cleveland, OH 44114
21623xxxx2 a.-***********@n*****************.com 107349 16227 108000
Upright 1300 E 9th St STE 800, Cleveland, OH 44114
64689xxxx0 inf*@u******.us 4.8 151 6167 6 6800
TransitioNext Advisors 2012 W 25th St #900, Cleveland, OH 44113
44089xxxx5 tra******************@f*************.com
Wealth Builders Network 600 Superior Ave E, Cleveland, OH 44114
21647xxxx9 adh@c**************.com 706
5 14
Private Wealth Management | U.S. Bank 1350 Euclid Ave Suite 1100, Cleveland, OH 44115
21662xxxx3 aar************@u*****.com 345418 5420 348000
One Seven 24400 Chagrin Blvd, Beachwood, OH 44122
21686xxxx0 abl********@w************.com
Merrill Lynch Financial Advisor John D Evans 30195 Chagrin Blvd, Pepper Pike, OH 44124
21629xxxx2 ari*********@m*.com
Mai Wealth Advisors 1360 W 9th St, Cleveland, OH 44113 21692xxxx0
Northern Trust 200 Public Square #3200, Cleveland, OH 44114
21635xxxx0 ams*************@n***.com 5 1 9131 9600
TRANSCEND WEALTH, LLC 27600 Chagrin Blvd 445, Woodmere, OH 44122
21623xxxx6 con****@t**************.com
Robert F Skrbis - Private Wealth Advisor, Ameriprise Financial Services, LLC 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122
21651xxxx0 dns*****@a***.com
Transnational Property Investments LLC 3473 Fairmount Blvd, Cleveland Heights, OH 44118
21624xxxx0 dst*****@t************.net 3.4 59
MAI Capital Management 6050 Oak Tree Blvd # 500, Cleveland, OH 44131
21692xxxx0 aar**@m**.capital
Kensington Advisory Group - UBS Financial Services Inc. 600 Superior Ave 26th + 27th Floor, Cleveland, OH 44114
21673xxxx1 abc*******@u**.com
McDonald Partners Financial Advisors 1301 E 9th St #3700, Cleveland, OH 44114
21691xxxx7 com*******@m****************.com
The Soter Wealth Management Group - Morgan Stanley 200 Public Sq, Cleveland, OH 44114
21652xxxx0 acc**********@m************.com
National Financial Resources 1422 Euclid Ave, Cleveland, OH 44115
21669xxxx0 aug************@n**********.com
Owen McBride, CFP, CLU, CEPA - UBS Financial Services Inc. 600 Superior Avenue East 26th +, 27th Floor, Cleveland, OH 44114
21673xxxx7 owe*********@u**.com
Lifetime Financial Growth 24500 Chagrin Blvd #200, Beachwood, OH 44122
21636xxxx0 a.t*******@l**********************.com 4 2
Merrill Lynch Wealth Management 30195 Chagrin Blvd, Pepper Pike, OH 44124
21629xxxx0 ari*********@m*.com 4.7 3
Boyd Watterson Asset Management LLC 1301 E 9th St #2900, Cleveland, OH 44114
21677xxxx0 abb*****@b************.com
Henton & Associates 2012 W 25th St Suite 509, Cleveland, OH 44113
21658xxxx8 ahe****@h*********.com 5 1
W. A. Smith Financial Group 5005 Rockside Rd STE 110, Independence, OH 44131
21650xxxx0 and***@w***************.com 4.4 18
Royal Alliance 7777 Exchange Rd, Cleveland, OH 44125
21652xxxx0 afr******@r************.com 2986 27 3500
Stratos Wealth Management 3750 Park E Dr #200, Beachwood, OH 44122
86655xxxx2 al@r*********.com
Raymond James & Associates 3201 Enterprise Parkwy Ste 240, Beachwood, OH 44122
21629xxxx5 aar************@r***********.com 17483 18000
Stratus Advisors 1001 Lakeside Ave E, Cleveland, OH 44114
21661xxxx0 ama***********@e********.com
Carnegie Investment Counsel 30300 Chagrin Blvd, Pepper Pike, OH 44124
80032xxxx2 inf*@c*************.com 5 2
OnPoint Wealth Partners 2525 Market Ave, Cleveland, OH 44113
21623xxxx0 a.-************@r***********.com 17483 18000
Cleveland Wealth Management Team - UBS Financial Services Inc. 600 Superior Ave E 27th Floor, Cleveland, OH 44114
21673xxxx4 abc*******@u**.com
PNC Private Bank 1900 E 9th St, Cleveland, OH 44114
88876xxxx6 aar******@p**.com 4.3 4 351752 9146 354000
Marcum Wealth 6685 Beta Dr, Cleveland, OH 44143
86660xxxx1 inf*@m***********.com 720 688
Canterbury Capital, LLC 26380 Curtiss Wright Pkwy, Cleveland, OH 44143
21630xxxx1 ake*****@c*******************.com 1 1
Michael Herman - Financial Advisor, Ameriprise Financial Services, LLC 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122
21651xxxx0 dns*****@a***.com
Insight Holdings Cleveland Property Management 3246 Lorain Ave, Cleveland, OH 44113
21639xxxx0 ada*@i***************.com 4.2 40
U.S. Bancorp Investments - Financial Advisors: Cleveland 10573 St Clair Ave., Cleveland, OH 44108
85923xxxx3 aar************@u*****.com 345418 5420 348000
Brian Martin - UBS Financial Services Inc. 600 Superior Avenue East 26th +, 27th Floor, Cleveland, OH 44114
21673xxxx1 ade*********@u**.com
Kleinhenz & Associates Ltd 7100 Euclid Ave # 100, Cleveland, OH 44103
21670xxxx1
Sequoia Financial Group 6095 Parkland Blvd #210, Mayfield Heights, OH 44124
44047xxxx5 aba***@s****************.com 5 2
Oswald Financial Inc 1100 Superior Ave E Ste 1350, Cleveland, OH 44114
83322xxxx0 cco****@o**************.com 94 18 106
FSM Capital Management, LLC 6060 Parkland Blvd #100, Cleveland, OH 44124
21691xxxx0 dan@f*****.com
Hardy Wealth Partners - UBS Financial Services Inc. 600 Superior Ave 26th + 27th Floor, Cleveland, OH 44114
21673xxxx6 amy********@u**.com
The Soter Wealth Management Group - Morgan Stanley 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx0 acm***********@m************.com
Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122
21651xxxx0 dns*****@a***.com 146 151
U.S. Bank - Private Wealth Advisor: Brian Sonby 1350 Euclid Ave Suite 1100, Cleveland, OH 44115
21662xxxx5 aar************@u*****.com 344663 4370
MAGIS Wealth Advisors 100 Park Ave Ste 425, Orange, OH 44122
21659xxxx5 inf********@m******.com
Wells Fargo Advisors 950 Main Ave Suite 300, Cleveland, OH 44113
21657xxxx0 ada***********@w*****************.com 4.4 7 188275 189000
Hilltop Securities Inc. 600 Superior Ave Suite 1300, Cleveland, OH 44114
21671xxxx5 aar**************@h****************.com
Bernstein Global Wealth Management 127 Public Sq Ste 5000, Cleveland, OH 44114
21626xxxx0 aak********@b********.com
Van Cleef Asset Management 3201 Enterprise Parkwy # 140, Cleveland, OH 44122 21646xxxx3
Fifth Third Private Bank - Kevin Huebschman 600 Superior Ave East, Cleveland, OH 44114 21627xxxx8
Reserve Investment Group 1414 S Green Rd Suite 105, South Euclid, OH 44121
85549xxxx5 con****@r*********************.com 5 17 5 5 239 33 236
Stratos Wealth Partners, Inc. 3750 Park E Dr #200, Beachwood, OH 44122
44051xxxx0 aha****@s********************.com 5 4 271 313
Hawthorn 1900 E 9th St 25th Floor, Cleveland, OH 44114
88894xxxx2 aar******@p**.com
Fairport Wealth 1350 Euclid Ave Ste 400, Cleveland, OH 44115
80022xxxx9 aar*******@f*************.com 106 134
Fairpoint Wealth Management 9355 Basswood Dr, Olmsted Falls, OH 44138
21627xxxx4 ma**@f**********.com 5 5
Edelstein Financial Services - Northwestern Mutual 1111 Chester Ave Ste 500, Cleveland, OH 44114
21635xxxx4 how*************@n*.com
Northwestern Mutual 950 Main Ave ste 600, Cleveland, OH 44113
21624xxxx0 a.-***********@n*****************.com 3.7 3 105547 15886
Oasis Asset Management Group Inc 5885 Landerbrook Dr, Cleveland, OH 44124
44044xxxx0 adv*****@o*********.com 2 1
Pierre Boryczewski - Financial Advisor, Ameriprise Financial Services, LLC 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122
21651xxxx0 dns*****@a***.com
William G. Murphy, CIMA, CEPA - UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21673xxxx5 abc*******@u**.com
Weinberg Wealth Management 3333 Richmond Rd, Beachwood, OH 44122
21676xxxx0 gdi****@w*************.com
Ruggiero Wealth Management - UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21673xxxx7 5 1
Daniel McKenna - UBS Financial Services Inc. 600 Superior Avenue East 26th +, 27th Floor, Cleveland, OH 44114
21673xxxx3 ade*********@u**.com
Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC 25201 Chagrin Blvd # 350, Cleveland, OH 44122
cat*************@a***.com 2
Davenport Wealth Management 127 Public Square #2810, Cleveland, OH 44114
21677xxxx5 ale********@d**********.com
PNC Capital Advisors LLC 1900 E 9th St, Cleveland, OH 44114
21622xxxx9 bil****@p**.com
Modesto Ruggiero, CEPA - UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21673xxxx7 ade*********@u**.com
Clearstead E, 1100 Superior Ave #700, Cleveland, OH 44114
21662xxxx0 aar*****@c*********.com 1 1
Thomas W Dattilo - Associate Manager, Ameriprise Financial Services, LLC 30100 Chagrin Blvd, Ste 180, Pepper Pike, OH 44124
21682xxxx1 dns*****@a***.com
Oswald Financial Inc 1100 Superior Ave, Cleveland, OH 44114
83322xxxx0 cco****@o**************.com 3 4 90 18
The Leone Wealth Management Group - Morgan Stanley Financial Advisors 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx6 acm***********@m************.com
Anthony Costanzo - Morgan Stanley 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx2 acm***********@m************.com
BNY Mellon Wealth Management Cleveland OH 3333 Richmond Rd Ste 110, Beachwood, OH 44122
21659xxxx0 ada********@b********.com 5 1 15133 1476 16000
Tj B. Johnson - Morgan Stanley 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx5 acm***********@m************.com
Costanzo - Mack - Petsche Group - Morgan Stanley 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx0 acm***********@m************.com
Wellspring Financial Advisors 5900 Landerbrook Dr # 100, Cleveland, OH 44124
21636xxxx0 aca****@w********************.com
Lakefront Capital 950 Main Ave ste 600, Cleveland, OH 44113
adm*******@c*****.com
Walden Wealth Partners LLC 3201 Enterprise Parkwy Suite 100, Beachwood, OH 44122
44024xxxx2 amy@w***********.com 5 1
The Licate Group - UBS Financial Services Inc. 600 Superior Ave 26th + 27th Floor, Cleveland, OH 44114
21673xxxx8 abc*******@u**.com
Planned Financial Services 3690 Orange Pl # 370, Cleveland, OH 44122
44074xxxx0 and***@p***************.com
200 Public Square Group - Morgan Stanley 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx0
Wesley Crowley - Morgan Stanley Financial Advisor 200 Public Square Suite 2600, Cleveland, OH 44114
21652xxxx1
Paradigm Wealth Management 950 Main Avenue, Suite 700, Cleveland, OH 44113
44089xxxx0 con****@i********.com 5 15 144
JP Morgan Securities Inc 1500 W 3rd St #305, Cleveland, OH 44113
21680xxxx1 aar***********@j*******.com 90163 115000
Strategic Wealth Partners, Ltd. 5005 Rockside Rd # 1200, Independence, OH 44131
21680xxxx0 ade*******@s*********.com 5 1 1068 5 1100
Raymond James 3201 Enterprise Pkwy, Ste 240, Beachwood, OH 44122
21629xxxx7 aar************@r***********.com 17483 18000
Wedbush Securities 200 Public Square #2640, Cleveland, OH 44114 1 7
Edelman Financial Engines 3201 Enterprise Pkwy Ste 450, Beachwood, OH 44122
83375xxxx3 aar*******@e**********************.com
MML Wealth Management - UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21673xxxx4
Charles Schwab 511 Park Ave Suite 145, Orange, OH 44122
21629xxxx3 asc********@s*****.com 4 8
Capital Advisors, Ltd. Tower East, 20600 Chagrin Blvd #1115, Shaker Heights, OH 44122
21629xxxx0 dpr***@c*****************.com 291
John Michael Moss - UBS Financial Services Inc. 600 Superior Ave 27th Floor, Cleveland, OH 44114
21673xxxx3
Northwestern Mutual 1111 Chester Ave #500, Cleveland, OH 44114
21635xxxx4 a.-***********@n*****************.com 107349 16227 108000
Dale Georgiou - Raymond James 4600 Rockside Rd Suite 202, Cleveland, OH 44131
21657xxxx5 aar************@r***********.com 17483 18000