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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 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 registration checks. 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 24, 2025Cleveland has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 35 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
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJames Elios
CLU®, AIF®, ChFC®
Elios Financial Group, Inc.
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Minimum Assets Required
$500,000
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDJonathan Kesselman
JD, CFP®
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
VERIFIEDQualifications
CRD# 6653328
Firm CRD# 312978
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDBrian Davis
CEPA®, CLU®, CPFA, AIF®, ChFC®
Davis Wealth Management, LLC
Qualifications
CRD# 2264620
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Minimum Assets Required
$500,000
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDGary Hannah
CFP®
Stratos Wealth Partners
Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 66
Minimum Assets Required
$100,000
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
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
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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 | 1100 Superior Ave East, Suite 700 Cleveland, OH, 44114 | $22,368,771,314 | 11645 | 190 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
| 2 | 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | $22,118,740,671 | 69 | 120 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
| 3 | 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | $19,711,015,200 | 26826 | 331 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
| 4 | 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | $17,878,495,158 | 1126 | 121 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132 | $17,835,470,311 | 425 | 31 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 5959 Rockside Woods Blvd N, Suite 600 Cleveland, OH, 44131 | $8,859,446,751 | 2257 | 94 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 7 | 5900 Landerbrook Drive, Suite 100 Cleveland, OH, 44125 | $3,629,363,797 | 1630 | 26 | A percentage of AUM, Fixed fees |
| 8 | 6060 Parkland Boulevard, Suite 200 Cleveland, OH, 44124 | $2,708,839,827 | 3813 | 65 | A percentage of AUM, Fixed fees, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS) |
| 9 | 6685 Beta Drive, Cleveland, OH, 44143 | $2,576,383,375 | 6904 | 40 | A percentage of AUM, Fixed fees |
| 10 | 600 Superior Avenue E, Cleveland, OH, 44114 | $2,021,147,000 | 2 | 24 | A percentage of AUM |
| 11 | 127 Public Square, Suite 5100 Cleveland, OH, 44114 | $1,970,307,000 | 13 | 31 | A percentage of AUM, Performance Based |
| 12 | 1660 W Second Street, Suite 910 Cleveland, OH, 44113 | $1,750,931,285 | 65 | 17 | A percentage of AUM, Performance Based |
| 13 | 600 Superior Avenue East, Suite 2500 Cleveland, OH, 44114 | $1,462,590,642 | 10 | 24 | A percentage of AUM, Performance Based |
| 14 | 6060 Parkland Blvd., #200 Cleveland, OH, 44124 | $1,316,573,361 | 28 | 59 | A percentage of AUM, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS) |
| 15 | 1801 East Ninth Street, Suite 1600 Cleveland, OH, 44114 | $1,284,124,602 | 1731 | 30 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE) |
Information on Top Retirement Planning firms in Cleveland, Ohio
QualificationsFirm CRD# 105674
Assets Under Management $22,368,771,314
No. Of Clients11645
Clients Per Financial Advisor61
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is a financial advisory firm situated in Cleveland, Ohio. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11645 clients. The team consists of 190 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (INVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE; TRUST ADMINISTRATION)
QualificationsFirm CRD# 160006
Assets Under Management $22,118,740,671
No. Of Clients69
Clients Per Financial Advisor1
TOWNSEND HOLDINGS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 120 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 vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109807
Assets Under Management $19,711,015,200
No. Of Clients26826
Clients Per Financial Advisor81
MAI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26826 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (DUE DILIGENCE/RESEARCH)
QualificationsFirm CRD# 107808
Assets Under Management $17,878,495,158
No. Of Clients1126
Clients Per Financial Advisor9
BOYD WATTERSON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1126 clients. The team consists of 121 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109834
Assets Under Management $17,835,470,311
No. Of Clients425
Clients Per Financial Advisor14
HIGHLAND CONSULTING ASSOCIATES INC. is a financial advisory firm situated in Cleveland, Ohio. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 clients. The team consists of 31 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 286002
Assets Under Management $8,859,446,751
No. Of Clients2257
Clients Per Financial Advisor24
CBIZ INVESTMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2257 clients. The team consists of 94 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (PERFORMANCE REPORTING, FIDUCIARY SERVICES AND ADMNISTRATIVE SUPPORT SERVICES)
QualificationsFirm CRD# 143112
Assets Under Management $3,629,363,797
No. Of Clients1630
Clients Per Financial Advisor63
WELLSPRING FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1630 clients. The team consists of 26 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PLANNING AND COMPLIANCE)
QualificationsFirm CRD# 124845
Assets Under Management $2,708,839,827
No. Of Clients3813
Clients Per Financial Advisor59
ANCORA FAMILY WEALTH ADVISORS, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3813 clients. The team consists of 65 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 FRS
- AND ON CREDIT AND CASH MGMT SOLUTIONS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)
QualificationsFirm CRD# 134628
Assets Under Management $2,576,383,375
No. Of Clients6904
Clients Per Financial Advisor173
MARCUM WEALTH, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6904 clients. The team consists of 40 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 150884
Assets Under Management $2,021,147,000
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 24 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 vehicles
QualificationsFirm CRD# 157031
Assets Under Management $1,970,307,000
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 31 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 vehicles
QualificationsFirm CRD# 164863
Assets Under Management $1,750,931,285
No. Of Clients65
Clients Per Financial Advisor4
FOUNDRY 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 65 clients. The team consists of 17 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 281787
Assets Under Management $1,462,590,642
No. Of Clients10
Clients Per Financial Advisor0
MPE PARTNERS 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 10 clients. The team consists of 24 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 vehicles
QualificationsFirm CRD# 311902
Assets Under Management $1,316,573,361
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 59 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 FRS
- AND ON CREDIT AND CASH MGMT SOLUTIONS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)
QualificationsFirm CRD# 110031
Assets Under Management $1,284,124,602
No. Of Clients1731
Clients Per Financial Advisor58
GRIES FINANCIAL PARTNERS 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 1731 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
- Hourly charges
- Fixed fees
- Performance Based
- Other (PERSONAL TRUSTEE SERVICES
- BILL PAY
- AND TAX PREP ASSISTANCE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE)
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Looking for more choices? Use our free match service to compare retirement planners serving your area.