What this article covers
Discover financial advisors trusted by Cleveland residents in the only local directory featuring 5-Star Certified Advisor Review ™ recipients and Wealthtender Voice of the Client Award™ winners, recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs.
Financial Advisor Directory for Cleveland, Ohio
📍 Map: Financial Advisors with their Primary Office Location in Cleveland
Double-click (or pinch the map on mobile devices) to zoom in and expand the details for financial advisors whose primary office location is in Cleveland.
📍Double-click or pinch pins to view more.
Explore nearby city guides
Keep exploring
Key Takeaways
You can compare Cleveland financial advisors by credentials, specialty and verified client reviews before you contact anyone.
The map shows advisors whose primary office is in Cleveland. Profiles include Certified Advisor Reviews™, designations such as the CFP® and the services each advisor offers.
Cleveland’s health systems, corporate headquarters and 2.5% city income tax shape the planning help many residents need.
Cleveland Clinic and University Hospitals together employ more than 77,000 people in Cuyahoga County, so retirement plan choices, student loans and disability coverage come up often. Employees of headquartered companies such as Sherwin-Williams and KeyCorp may need help with company stock, and anyone who lives or works in Cleveland should understand how the city income tax and resident credits work.
Interview more than one advisor and confirm how each one is paid.
Ask about services, fees and whether the advisor acts as a fiduciary, then check their background for free on the SEC’s Investment Adviser Public Disclosure website before you hire.
Financial Planning Considerations for Cleveland Residents
Every city has its own financial landscape. Here are a few local factors worth discussing with a Cleveland financial advisor.
Cleveland Clinic and the region’s health systems
Health care dominates Cleveland’s job base. Cleveland Clinic counts 51,351 full-time-equivalent employees in Cuyahoga County, followed by University Hospitals at 25,936, MetroHealth at 7,688 and the VA Northeast Ohio Healthcare System at 6,090. Clinicians and staff often juggle 403(b) and other retirement plan choices, large student loan balances and the need for own-occupation disability insurance. Our Cleveland Clinic Q&A covers questions employees commonly ask.
Corporate headquarters and company stock
Cleveland is headquarters to Sherwin-Williams (6,462 employees in the county) and KeyCorp (5,726), and the wider region adds employers such as Progressive and Eaton. Corporate and management roles at public companies often include restricted stock, options, an employee stock purchase plan or deferred compensation, which raises questions about taxes at vesting and how much of your net worth depends on one employer. See our Sherwin-Williams Q&A and the full employer Q&A library.
A 2.5% city income tax, and credits that depend on where you live
Cleveland taxes wages and net profits at 2.5%, collected through the Central Collection Agency (CCA). Cleveland residents who work in another city get a credit of up to 100% of tax paid there, capped at 2.5%. Suburban residents who commute into Cleveland have Cleveland tax withheld at work, and whether their home city credits it varies by municipality. People who worked from home outside Cleveland may be able to request a refund for tax years 2021 and later with proof of remote days.
The Benefits of Hiring a Financial Advisor in Cleveland
Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals and help you plan appropriately for retirement.
As a resident living in Cleveland, hiring a financial advisor who lives nearby and understands the local economy, cost of living, and regional employers can be quite valuable, especially if your individual circumstances are deeply tied to such factors.
Who are the largest employers in the Cleveland area?
Health systems lead Cleveland’s largest employers, followed by government, Sherwin-Williams and KeyCorp. Counts are full-time-equivalent employees in Cuyahoga County as of June 30, 2024, for the largest employers headquartered in the city. Highlighted companies link to advisor Q&As about their employees.
- Cleveland ClinicRead advisor Q&A →51,351 employees
- University Hospitals 25,936 employees
- U.S. Federal Government 16,665 employees
- The MetroHealth System 7,688 employees
- City of Cleveland 7,457 employees
- Cuyahoga County 7,074 employees
- Sherwin-WilliamsRead advisor Q&A →6,462 employees
- VA Northeast Ohio Healthcare System 6,090 employees
- KeyCorp 5,726 employees
- Cleveland Metropolitan School District 5,640 employees
Work for one of these companies or another large employer? Explore our employer Q&As for advice on making the most of your benefits.
Source: City of Cleveland, 2024 Annual Comprehensive Financial Report, Principal Employers (counts from Crain’s Cleveland Book of Lists 2025) (June 2025). Counts are Cuyahoga County FTEs as of June 30, 2024, for employers headquartered in Cleveland, so large regional employers headquartered in the suburbs (such as Progressive) are not listed.
Do you work for one of the largest employers in Cleveland? If so, there’s a good chance the local financial advisor you hire will also have other clients who work there. This knowledge could prove valuable if they are already familiar with your employee benefits, such as a 401(k) plan, Health Savings Accounts, and other components of your total compensation package.
When you reach out to financial advisors you’re considering hiring, let them know where you work and ask if they are familiar with your employer’s unique benefits and compensation structure.
Types of Financial Advisors You’ll Find on Wealthtender
Thousands of people visit Wealthtender each month to find and compare financial advisors based on their location, education, experience, areas of specialization and online reviews. Wealthtender’s Certified Advisor Reviews™ help consumers make informed hiring decisions with important details about the relationship between reviewers and advisors always displayed to ensure you gain the transparency you deserve when your life savings could be at stake.
On Wealthtender, you can explore a diverse range of financial advisors and wealth management firms that include:
- Fiduciary advisors committed to acting in clients’ best interests
- CFP® professionals with advanced financial planning credentials
- Fee-only advisors compensated solely by clients
- Advisors for growing families, people nearing retirement, and business owners
- Specialists across multiple categories (e.g., life stage, occupation, ethnicity, lifestyle, religion)
- Highly-rated advisors with positive client reviews
- Firms of varying sizes with advisors who can meet with you in person or online
- Fee-based advisors who offer access to insurance and alternative investments
How to use this directory: Compare financial advisors in the Cleveland area based on what matters most to you. Use the directory to:
- View advisor profiles to evaluate credentials, services, and areas of specialization
- Read Certified Advisor Reviews™ to learn what clients value most
- Identify advisors recognized with Wealthtender Voice of the Client Awards™
- Contact advisors and schedule free introductory video calls
Wealthtender Voice of the Client Awards™: Top Rated Cleveland Financial Advisors
Wealthtender Voice of the Client Awards™ recognize financial advisors and firms that consistently earn exceptional client feedback. Below are Cleveland-area advisors and firms that have met the criteria for Highly Rated recognition.
| Firm/Advisor | Firm | City | State | Voice of the Client Award | Website |
|---|
To qualify for a Highly Rated award, advisors and firms must achieve an average client review rating of 4.75 or higher (on a scale of 1 to 5) based on a minimum number of eligible client reviews published on Wealthtender within a defined timeframe for each particular award (Timeframe for 2025 Award: 1/1/24 – 12/31/25; Timeframe for Subsequent Year Awards: July 1 of the preceding year through December 31 of the Award Year (e.g., Timeframe for 2026 Award 7/1/25 – 12/31/26). Eligible reviews are limited to clients (as of the review submission date) that advisors/firms must self-attest have no material conflicts of interest and received no compensation in exchange for their reviews. ↗️ View full award methodology & FAQs
Although financial advisors and wealth management firms compensate Wealthtender for marketing services (including eligibility to be considered for awards), Wealthtender’s award criteria is objective and not influenced by compensation. Wealthtender Voice of the Client Awards are not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.
Quick Tips For Hiring a Cleveland Financial Advisor
Before hiring a financial advisor in Cleveland, here are a few quick tips to help you find the best advisor for you.
Decide Which Services You Need
Before hiring an advisor, determine what services you need from them. Whether it’s full-service investment management or a plan focused on a specific area of your finances, put together a list of what you’d like help with before contacting an advisor.
Though most people use a financial planner simply to invest for retirement, this is only a small part of what many advisors offer. Here’s a quick rundown of potential services a financial advisor may offer you:
- Budgeting and money management
- Debt management
- Insurance planning
- Retirement planning
- Other investment planning
- Inheritance planning
- Estate planning
- Tax planning
As you can see, financial advisors can help you with your entire financial picture, not just investing. As you start to plan for life’s bigger milestones, you should consider finding a financial advisor who specializes in those areas.
Finding the right advisor can help you minimize risk, maximize gains and take advantage of tax breaks while investing for your future. They can also help you protect your assets with the right kinds of insurance and help you pass on your financial legacy with a proper estate plan.
Consider Your Budget and Payment Preferences
Once you have a list of services you would like, review the fee structures financial advisors offer. Finding a balance between the services you need and the cost of those services will help narrow down the field of advisors you may want to work with.
If you are looking for a full-service advisor to manage all of your investments, consider searching among fee-based financial advisors. If you want to manage your money yourself, consider the flat fee and monthly subscription advisors for ongoing support.
Interview Multiple Financial Advisors
Once you have chosen the services and fee structure you prefer, it’s time to contact a few advisors and interview them. Here are questions to ask financial advisors:
- What services do you provide?
- What are all the ways you get paid? (fee transparency)
- What is your investment strategy?
- How do you measure investment performance?
- How do we communicate about my plan?
Interview multiple advisors to get a feel for who you want to work with. A combination of fees, services, and customer service will help you determine the best fit for your financial advice.
Review Financial Advisor Credentials
Once you find an advisor (or two) you feel comfortable with, it’s always a good practice to check their credentials and the firm’s details. You can do this at the Investment Adviser Public Disclosure (IAPD) website.
You can check both the individual and the firm to view their background and experience details, as well as any disciplinary action taken against them or their firm.
As licensed financial professionals, there is oversight into how financial advisors conduct business, so running a quick (free) check on them is recommended.
For additional information about advisor credentials, read our article to learn the most popular designations held by financial advisors, as well as specialized credentials which may be important to consider if you have unique financial planning needs.
Frequently Asked Questions
Financial advisors and wealth management firms that consistently receive superior client reviews can also qualify for Wealthtender’s Voice of the Client Awards™ designed to recognize America’s most trusted advisors. Learn More About Wealthtender Voice of the Client Awards™
Clients and other individuals can submit reviews for financial advisors and wealth management firms that have turned on the reviews feature. Before each review is publicly displayed, financial advisors agree to disclose important information about their relationship with the reviewer to ensure consumers gain the transparency they deserve when their life savings could be at stake. These disclosures also help financial advisors satisfy compliance with industry regulations.
After financial advisors provide the required disclosures, Wealthtender publishes the review with the Certified Advisor Review™ mark. Learn More About Certified Advisor Reviews™
For example, financial advisors who have earned their Certified Financial Planner (CFP) designation are fiduciaries. To hold themselves out as a CFP, these credential holders must acknowledge they will adhere to the CFP Board’s Code of Ethics and Standards of Conduct and act as a fiduciary when providing financial advice to their clients. Learn More About Fiduciary Financial Advisors
When viewing financial advisor profiles on Wealthtender, look for the Compensation Methods section that shows ways each financial advisor can be paid for their services, including if they offer fee-only financial planning services. Learn More About Fee-Only Financial Advisors
Please note: Wealthtender may be compensated by financial advisors featured on our site and within this guide. Learn more about how we operate with integrity to earn your trust.
How Much Does a Financial Advisor Cost?
About the author
Founder & CEO and Editor-in-Chief, Wealthtender
Brian Thorp is the founder and CEO of Wealthtender and its Editor-in-Chief. With more than 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Brian and his wife live in Austin, Texas.
Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. ➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor