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Find Retirement Advisors for Retirement Planning in Cleveland, Ohio
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Cleveland, Ohio
Last Updated - April 16, 2024Cleveland has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 37 non-vetted advisors in your local area. These retirement advisors in Cleveland, Ohio have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Cleveland, Ohio
VERIFIEDJames Elios
CLU®, ChFC®
Elios Financial Group, Inc.
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDJonathan Kesselman
JD, CFP®, CDFA®
Kesselman Wealth Management
Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group
Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDKevin Kroskey
MBA, CFP®
True Wealth Design, LLC
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Retirement Planning, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Cleveland, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TOWNSEND HOLDINGS LLC 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | $23,908,418,539 | 68 | 122 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
| 2 | BOYD WATTERSON ASSET MANAGEMENT, LLC 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | $17,207,197,273 | 1184 | 118 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | MAI CAPITAL MANAGEMENT, LLC 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | $15,773,426,777 | 23704 | 331 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
| 4 | HIGHLAND CONSULTING ASSOCIATES INC. 159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132 | $15,697,224,104 | 439 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CLEARSTEAD; HARTLAND & CO., LLC 1100 Superior Ave East, Suite 700 Cleveland, OH, 44114 | $10,227,847,468 | 5102 | 126 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
| 6 | CBIZ INVESTMENT ADVISORY SERVICES, LLC 5959 Rockside Woods Blvd N, Suite 600 Cleveland, OH, 44131 | $6,453,176,238 | 2122 | 91 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 7 | WELLSPRING FINANCIAL ADVISORS, LLC 5900 Landerbrook Drive, Suite 100 Cleveland, OH, 44125 | $2,346,769,355 | 1186 | 21 | A Percentage of AUM, Fixed Fees |
| 8 | ANCORA FAMILY WEALTH ADVISORS, LLC 6060 Parkland Boulevard, Suite 200 Cleveland, OH, 44124 | $2,258,611,511 | 3474 | 62 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
| 9 | MARCUM WEALTH, LLC 6685 Beta Drive, Cleveland, OH, 44143 | $2,250,828,187 | 6218 | 34 | A Percentage of AUM, Fixed Fees |
| 10 | BLUE POINT CAPITAL PARTNERS LLC 127 Public Square, Suite 5100 Cleveland, OH, 44114 | $1,919,920,000 | 13 | 32 | A Percentage of AUM, Performance Based |
| 11 | GLASFUNDS, LLC 1100 Superior Avenue E, Suite 600 Cleveland, OH, 44114 | $1,590,449,000 | 2 | 19 | A Percentage of AUM |
| 12 | CEDAR BROOK GROUP 5885 Landerbrook Drive, Suite 200 Cleveland, OH, 44124 | $1,532,957,925 | 4394 | 46 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | ANCORA ALTERNATIVES LLC 6060 Parkland Blvd., #200 Cleveland, OH, 44124 | $1,262,294,063 | 28 | 60 | A Percentage of AUM, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
| 14 | MCDONALD PARTNERS LLC 1301 East 9th Street, Suite 3700 Cleveland, OH, 44114 | $1,088,900,270 | 1877 | 30 | A Percentage of AUM, Fixed Fees, Commission Based |
| 15 | GRIES FINANCIAL LLC 1801 E Ninth Street Ste 1600, Cleveland, OH, 44114-3103 | $974,743,495 | 1177 | 20 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Cleveland, Ohio
QualificationsFirm CRD# 160006
Assets Under Management $23,908,418,539
No. Of Clients68
Clients Per Financial Advisor1
TOWNSEND HOLDINGS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107808
Assets Under Management $17,207,197,273
No. Of Clients1184
Clients Per Financial Advisor10
BOYD WATTERSON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1184 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109807
Assets Under Management $15,773,426,777
No. Of Clients23704
Clients Per Financial Advisor72
MAI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23704 clients. The team consists of 331 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (PERCENTAGE OF NON-INVESTMENT INCOME)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109834
Assets Under Management $15,697,224,104
No. Of Clients439
Clients Per Financial Advisor16
HIGHLAND CONSULTING ASSOCIATES INC. is a financial advisory firm situated in Cleveland, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105674
Assets Under Management $10,227,847,468
No. Of Clients5102
Clients Per Financial Advisor40
CLEARSTEAD; HARTLAND & CO., LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5102 clients. The team consists of 126 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 286002
Assets Under Management $6,453,176,238
No. Of Clients2122
Clients Per Financial Advisor23
CBIZ INVESTMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2122 clients. The team consists of 91 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 143112
Assets Under Management $2,346,769,355
No. Of Clients1186
Clients Per Financial Advisor56
WELLSPRING FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1186 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 124845
Assets Under Management $2,258,611,511
No. Of Clients3474
Clients Per Financial Advisor56
ANCORA FAMILY WEALTH ADVISORS, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3474 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (REVENUE SHARING WITH OUR AFFILIATES
- FTCS AND FRS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 134628
Assets Under Management $2,250,828,187
No. Of Clients6218
Clients Per Financial Advisor183
MARCUM WEALTH, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6218 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 157031
Assets Under Management $1,919,920,000
No. Of Clients13
Clients Per Financial Advisor0
BLUE POINT CAPITAL PARTNERS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 150884
Assets Under Management $1,590,449,000
No. Of Clients2
Clients Per Financial Advisor0
GLASFUNDS, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 290670
Assets Under Management $1,532,957,925
No. Of Clients4394
Clients Per Financial Advisor96
CEDAR BROOK GROUP is a financial advisory firm situated in Cleveland, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4394 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 311902
Assets Under Management $1,262,294,063
No. Of Clients28
Clients Per Financial Advisor0
ANCORA ALTERNATIVES LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (REVENUE SHARING WITH OUR AFFILIATES
- FTCS AND FRS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 135414
Assets Under Management $1,088,900,270
No. Of Clients1877
Clients Per Financial Advisor63
MCDONALD PARTNERS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1877 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110031
Assets Under Management $974,743,495
No. Of Clients1177
Clients Per Financial Advisor59
GRIES FINANCIAL LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.