Firms by city
Registered investment advisers in Westlake, OH
10 SEC-registered advisers headquartered in Westlake, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| C2P Capital Advisory Group | Westlake, OH | $4.39B |
| Dagco | Westlake, OH | $629M |
| Paradigm Wealth Management | Westlake, OH | $563M |
| Balanced Wealth Group | Westlake, OH | $494M |
| Keystone Financial Planning | Westlake, OH | $407M |
| Lesjak Planning | Westlake, OH | $396M |
| JPS Financial | Westlake, OH | $377M |
| Elios Financial Group | Westlake, OH | $332M |
| Michael Brady & Co. | Westlake, OH | $249M |
| Kinetic Wealth Investment Advisors | Westlake, OH | $215M |
- Headquarters
- Westlake, OH
- Regulatory AUM
- $4.39B
- Headquarters
- Westlake, OH
- Regulatory AUM
- $629M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $563M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $494M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $407M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $396M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $377M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $332M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $249M
- Headquarters
- Westlake, OH
- Regulatory AUM
- $215M
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 Westlake 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 firms headquartered 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.