Top 10 financial advisor firms in Westlake

10 SEC-registered financial advisor firms are headquartered in Westlake, OH, with $8.05B in combined regulatory assets under management. The largest by assets are C2P Capital Advisory Group ($4.39B), Dagco ($629M) and Paradigm Wealth Management ($563M).

10
Financial advisor firms: $8.05B
Their combined AUM: $401M
Median firm AUM: 10,384
Clients of the top 10

The 10 largest by assets

1
C2P Capital Advisory Group
RIA
$4.39B
0.20% to 2.00% a year
2
Dagco
RIA
$629M
Up to 1.00% a year
3
Paradigm Wealth Management
RIA
$563M
0.30% to 1.00% a year
4
Balanced Wealth Group
RIA
$494M
Regulatory AUM
5
Keystone Financial Planning
RIA
$407M
0.40% to 1.00% a year
6
Lesjak Planning
RIA
$396M
Regulatory AUM
7
JPS Financial
RIA
$377M
0.65% to 1.25% a year
8
Elios Financial Group
RIA
$332M
0.50% to 2.00% a year
9
Michael Brady & Co.
RIA
$249M
0.60% to 1.50% a year
10
Kinetic Wealth Investment Advisors
RIA
$215M
Up to 2.00% a year

Profiles of the top 10

No. 1 · RIA

C2P Capital Advisory Group

C2P Capital Advisory Group is an investment adviser based in Westlake, OH, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $4.39 billion, as filed on 23 March 2026.

C2P Capital Advisory Group charges 0.20%–2.00% a year for its Asset management and advisory fees.

Regulatory AUM: $4.39B
Clients: 7,548
Advisory staff: 98
Fee schedule: 0.20% to 2.00% a year
Custodians: Northern Trust, Charles Schwab, Fidelity, Assetmark Brokerage
Headquarters: 30400 Detroit Road, Suite 201, Westlake, OH 44145
Phone: 888-240-0064
Website: prosperitycapitaladvisors.com

No. 2 · RIA

Dagco

Dagco is an investment adviser based in Westlake, OH, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $629 million, as filed on 17 September 2026.

Dagco charges up to 1.00% a year for its Investment management advisory services.

Regulatory AUM: $629M
Clients: 463
Advisory staff: 4
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 27366 Center Ridge Road, Westlake, OH 44145
Phone: 440-899-4000
Website: cornerstonewealthmgmt.com

No. 3 · RIA

Paradigm Wealth Management

Paradigm Wealth Management is an investment adviser based in Westlake, OH, registered with the SEC since 2008. 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 $563 million, as filed on 9 March 2026.

Paradigm Wealth Management charges 0.30%–1.00% a year for its Portfolio management services.

Regulatory AUM: $563M
Clients: 416
Advisory staff: 6
Founded: 2008
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 159 Crocker Park BLVD, Suite 100, Westlake, OH 44145-8147
Phone: 440-892-5900
Website: investpwm.com

No. 4 · RIA

Balanced Wealth Group

Balanced Wealth Group is an investment adviser based in Westlake, OH, registered with the SEC since 2023. 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 $494 million, as filed on 3 September 2026.

Regulatory AUM: $494M
Clients: 498
Advisory staff: 5
Founded: 2023
Custodians: Fidelity
Headquarters: 1991 Crocker Road, Suite 300, Westlake, OH 44145
Phone: 440-871-6501
Website: choosebalance.com

No. 5 · RIA

Keystone Financial Planning

Keystone Financial Planning is an investment adviser based in Westlake, OH, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $407 million, as filed on 27 February 2026.

Keystone Financial Planning charges 0.40%–1.00% a year for its Portfolio management services.

Regulatory AUM: $407M
Clients: 117
Advisory staff: 2
Founded: 1986
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Nationwide Advisory Solutions
Headquarters: 1991 Crocker Road, Suite 204, Westlake, OH 44145
Phone: 440-234-6323
Website: keystonefin.com

No. 6 · RIA

Lesjak Planning

Lesjak Planning is an investment adviser based in Westlake, OH, registered with the SEC since 1980. 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 $396 million, as filed on 13 July 2026.

Regulatory AUM: $396M
Clients: 376
Advisory staff: 5
Founded: 1980
Custodians: Charles Schwab
Headquarters: 1991 Crocker RD, Suite 575, Westlake, OH 44145
Phone: 440-871-9500
Website: lesjakplanning.com

No. 7 · RIA

JPS Financial

JPS Financial is an investment adviser based in Westlake, OH, registered with the SEC since 2014. 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 $377 million, as filed on 5 March 2026.

JPS Financial charges 0.65%–1.25% a year for its Portfolio Management Services.

Regulatory AUM: $377M
Clients: 279
Advisory staff: 4
Founded: 2014
Fee schedule: 0.65% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2001 Crocker Road, Suite 530, Westlake, OH 44145
Phone: 440-899-6350
Website: jpsfinancial.com

No. 8 · RIA

Elios Financial Group

Elios Financial Group is an investment adviser based in Westlake, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $332 million, as filed on 16 March 2026.

Elios Financial Group charges 0.50%–2.00% a year for its Investment and Portfolio Management Services.

Regulatory AUM: $332M
Clients: 290
Advisory staff: 2
Founded: 1994
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 30700 Center Ridge Road, Suite A, Westlake, OH 44145
Phone: 440-617-9100

No. 9 · RIA

Michael Brady & Co.

Michael Brady & Co. is an investment adviser based in Westlake, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $249 million, as filed on 10 February 2026.

Michael Brady & Co. charges 0.60%–1.50% a year for its Investment Management and Financial Planning.

Regulatory AUM: $249M
Clients: 218
Advisory staff: 2
Founded: 2003
Fee schedule: 0.60% to 1.50% a year
Minimum account: $250,000
Custodians: Fidelity
Headquarters: 28871 Center Ridge Road, Suite 102, Westlake, OH 44145
Phone: 440-235-2100
Website: michaelbrady.com

No. 10 · RIA

Kinetic Wealth Investment Advisors

Kinetic Wealth Investment Advisors is an investment adviser based in Westlake, OH, registered with the SEC since 2023. 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 $215 million, as filed on 18 May 2026.

Kinetic Wealth Investment Advisors charges up to 2.00% a year for its Portfolio Management Fees.

Regulatory AUM: $215M
Clients: 179
Advisory staff: 3
Founded: 2020
Fee schedule: Up to 2.00% a year
Custodians: LPL Financial
Headquarters: 28045 Clemens RD, Suite D, Westlake, OH 44145
Phone: 440-250-9500
Website: kinetic-wealth.com

Questions about financial advisors in Westlake

How many financial advisor firms are headquartered in Westlake?

10 SEC-registered financial advisor firms report their principal office in Westlake, OH, managing $8.05B in regulatory assets between them.

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

What is the largest financial advisor firm in Westlake?

C2P Capital Advisory Group, with $4.39B in regulatory assets under management on its latest Form ADV. The next largest are Dagco ($629M) and Paradigm Wealth Management ($563M).

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

How large is a typical financial advisor firm in Westlake?

The median firm manages $401M in regulatory assets. That is the midpoint of the 10 firms headquartered in Westlake.

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

How much do financial advisors in Westlake charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Westlake?

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

Westlake has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Westlake

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