Top 6 financial advisor firms in Pepper Pike

6 SEC-registered financial advisor firms are headquartered in Pepper Pike, OH, with $9.64B in combined regulatory assets under management. The largest by assets are Carnegie Capital Asset Management ($7.51B), Peak Wealth Solutions ($912M) and Cvna ($712M).

6
Financial advisor firms: $9.64B
Their combined AUM: $482M
Median firm AUM: 4,600
Clients of the top 6

The 6 largest by assets

1
Carnegie Capital Asset Management
RIA
$7.51B
1.50% to 1.75% a year
2
Peak Wealth Solutions
RIA
$912M
0.35% to 1.50%
3
Cvna
RIA
$712M
0.50% to 1.00% a year
4
Endeavor Wealth Advisors
RIA
$253M
0.75% to 1.25% a year
5
2 Knights Wealth Management
RIA
$127M
Regulatory AUM
6
Sabre Asset Management
RIA
$127M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Carnegie Capital Asset Management

Carnegie Capital Asset Management is an investment adviser based in Pepper Pike, OH, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.51 billion, as filed on 9 July 2026.

Carnegie Capital Asset Management charges 1.50%–1.75% a year for its Investment Supervisory Services.

Regulatory AUM: $7.51B
Clients: 3,281
Advisory staff: 39
Fee schedule: 1.50% to 1.75% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725
Phone: 216-367-4114
Website: carnegieinvest.com

No. 2 · RIA

Peak Wealth Solutions

Peak Wealth Solutions is an investment adviser based in Pepper Pike, OH, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $912 million, as filed on 28 March 2026.

Peak Wealth Solutions charges 0.35%–1.50% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $912M
Clients: 718
Advisory staff: 7
Fee schedule: 0.35% to 1.50%
Custodians: Fidelity
Headquarters: 30195 Chagrin BLVD., Suite 360, Pepper Pike, OH 44124
Phone: 216-370-7887
Website: peakwealthsolutions.com

No. 3 · RIA

Cvna

Cvna is an investment adviser based in Pepper Pike, OH, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $712 million, as filed on 28 July 2026.

Cvna charges 0.50%–1.00% a year for its Portfolio management services.

Regulatory AUM: $712M
Clients: 218
Advisory staff: 2
Founded: 2026
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 30195 Chagrin BLVD, Suite 114, Pepper Pike, OH 44124
Phone: 330-416-5509
Website: woodlandwealthpartners.com

No. 4 · RIA

Endeavor Wealth Advisors

Endeavor Wealth Advisors is an investment adviser based in Pepper Pike, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $253 million, as filed on 28 March 2026.

Endeavor Wealth Advisors charges 0.75%–1.25% a year for its Investment Advisory Services.

Regulatory AUM: $253M
Clients: 177
Advisory staff: 2
Founded: 2019
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 29525 Chagrin BLVD., Suite 300, Pepper Pike, OH 44122
Phone: 216-373-0808
Website: endeavorwa.com

No. 5 · RIA

2 Knights Wealth Management

2 Knights Wealth Management is an investment adviser based in Pepper Pike, OH, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $127 million, as filed on 17 April 2026.

Regulatory AUM: $127M
Clients: 59
Advisory staff: 2
Custodians: Fidelity, Charles Schwab
Headquarters: 30195 Chagrin BLVD, #118N, Pepper Pike, OH 44124
Phone: 216-798-5511
Website: 2knightswealth.com

No. 6 · RIA

Sabre Asset Management

Sabre Asset Management is an investment adviser based in Pepper Pike, OH, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $127 million, as filed on 10 September 2026.

Regulatory AUM: $127M
Clients: 147
Advisory staff: 1
Headquarters: 29525 Chagrin BLVD., Suite 302, Pepper Pike, OH 44122
Phone: 216-245-6622
Website: sabreasset.com

Questions about financial advisors in Pepper Pike

How many financial advisor firms are headquartered in Pepper Pike?

6 SEC-registered financial advisor firms report their principal office in Pepper Pike, OH, managing $9.64B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Pepper Pike?

Carnegie Capital Asset Management, with $7.51B in regulatory assets under management on its latest Form ADV. The next largest are Peak Wealth Solutions ($912M) and Cvna ($712M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Pepper Pike?

The median firm manages $482M in regulatory assets. That is the midpoint of the 6 firms headquartered in Pepper Pike.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Pepper Pike charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Pepper Pike?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Pepper Pike has 6 financial advisor firms; see every adviser in the city →