Firms by city
Registered investment advisers in Cleveland, OH
6 SEC-registered advisers headquartered in Cleveland, listed by regulatory assets under management as reported on Form ADV.
6 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Mai Capital ManagementCRD 109807 | Cleveland, OH | $52.10B | 230 | 16,261 |
| Clearstead AdvisorsCRD 105674 | Cleveland, OH | $33.88B | 104 | 4,819 |
| Highland Consulting AssociatesCRD 109834 | Cleveland, OH | $21.93B | 17 | 167 |
| Townsend HoldingsCRD 160006 | Cleveland, OH | $19.64B | 73 | 67 |
| Boyd Watterson Asset ManagementCRD 107808 | Cleveland, OH | $18.81B | 51 | 1,102 |
| Cbiz Investment Advisory ServicesCRD 286002 | Cleveland, OH | $12.76B | 87 | 2,850 |
Mai Capital ManagementCRD 109807$52.10B
- Headquarters
- Cleveland, OH
- Advisory staff
- 230
- Clients
- 16,261
Clearstead AdvisorsCRD 105674$33.88B
- Headquarters
- Cleveland, OH
- Advisory staff
- 104
- Clients
- 4,819
Highland Consulting AssociatesCRD 109834$21.93B
- Headquarters
- Cleveland, OH
- Advisory staff
- 17
- Clients
- 167
Townsend HoldingsCRD 160006$19.64B
- Headquarters
- Cleveland, OH
- Advisory staff
- 73
- Clients
- 67
Boyd Watterson Asset ManagementCRD 107808$18.81B
- Headquarters
- Cleveland, OH
- Advisory staff
- 51
- Clients
- 1,102
Cbiz Investment Advisory ServicesCRD 286002$12.76B
- Headquarters
- Cleveland, OH
- Advisory staff
- 87
- Clients
- 2,850
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Cleveland on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.