Vault-13

Managers in Independence, OH

United States · 100 asset managers within 25 km (14 in Independence itself) · 145 wealth managers, banks and others

IndependenceClevelandBeachwoodStrongsvillePittsburghSewickleyWexfordWestlakeCanonsburgMonroeville
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Cleveland, OH 53 · Beachwood, OH 22 · Akron, OH 9 · Westlake, OH 6 · Rocky River, OH 3 · Strongsville, OH 2 · Richfield, OH 2 · North Olmsted, OH 2 · Cuyahoga Falls, OH 2 · Mentor, OH 2 · Chagrin Falls, OH 1 · Aurora, OH 1

Asset managers in and around Independence

#Manager People here Assets Visa salary
51 CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Independence $8.9m about 4main office $8.9m
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Richfield $1.7tn 3 $1.7tn
53 APOGEM CAPITAL LLC hedge funds, private equity, structured credit, futures · Cleveland $43.8bn 2 $43.8bn
54 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Cleveland $39.4bn 2 $39.4bn
55 CLEVELAND CAPITAL MANAGEMENT, L.L.C. hedge funds, private equity · Rocky River $215.8m about 2main office $215.8m
56 NEWPORT INVESTMENT ADVISORS INC Beachwood $198.0m about 2main office $198.0m
57 BRIGHT PATH SPORTS PARTNERS, LLC Beachwood $194.8m about 2main office $194.8m
58 DUNCAN FINANCIAL PLANNING ADVISORS Strongsville 2
59 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Independence, Beachwood W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn 1 $93.5bn
60 Wealthspire Retirement, LLC institutions · Independence Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
61 RFG Advisory, LLC mutual funds · Westlake $8.0bn 1 $8.0bn
62 STAR MOUNTAIN FUND MANAGEMENT, LLC private equity · Independence $4.2bn 1 $4.2bn
63 RIVERVIEW RESEARCH, LLC institutions · Independence $990.8m about 1main office $990.8m
64 CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY Independence 1
65 CAFFEINATED CAPITAL MANAGEMENT, LLC venture · Cleveland 1
66 KEY INVESTMENT MANAGEMENT, LLC private equity · Cleveland 1
67 RIVERVEST VENTURE PARTNERS venture · Cleveland 1
68 WELLS FARGO & COMPANY/MN wealth · Beachwood WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
69 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Rocky River CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
70 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Independence Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
71 OSAIC HOLDINGS, INC. private equity, wealth · Cleveland Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
72 CNO Financial Group, Inc. structured credit, institutions, wealth · Beachwood BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
73 ALLSTATE CORP structured credit, wealth · Strongsville, North Olmsted ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
74 StoneX Group Inc. institutions, FCA fund manager, wealth · Cleveland StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
75 Parkwood LLC Cleveland $1.4bn based here $1.4bn
76 Marcum Wealth, LLC Cleveland $1.2bn based here $1.2bn
77 FSM Wealth Advisors, LLC Cleveland $932.0m based here $932.0m
78 Tempo Wealth, LLC Independence $675.2m based here $675.2m
79 GRIES FINANCIAL LLC Cleveland $632.7m based here $632.7m
80 Tyler-Stone Wealth Management Beachwood $621.0m based here $621.0m
81 First Fiduciary Investment Counsel, Inc. Cleveland $529.2m based here $529.2m
82 Beacon Financial Advisory LLC Cleveland $508.0m based here $508.0m
83 Fourth Dimension Wealth, LLC Cleveland $316.3m based here $316.3m
84 BALANCED WEALTH GROUP LLC Westlake $316.3m based here $316.3m
85 MODERN CAPITAL ADVISORS, LLC mutual funds, wealth · Westlake MODERN CAPITAL ADVISORS, LLC · 2 related pages $254.8m office $254.8m
86 WALDEN WEALTH PARTNERS LLC Beachwood $179.2m based here $179.2m
87 SWP Investment Management LLC Independence $144.8m based here $144.8m
88 Michael Brady & Co., LLC Westlake $113.3m based here $113.3m
89 Cedar Brook Financial Partners, LLC Cleveland $698.1k based here $698.1k
90 TCWP LLC Beachwood based here
91 BUOYANT VENTURES MANAGEMENT, LLC venture · Beachwood office
92 GBX FUND MANAGEMENT, LTD. private equity, real estate · Cleveland office
93 KIRTLAND CAPITAL PARTNERS private equity · Beachwood office
94 MCM CAPITAL ADVISORS III, LLC private equity · Beachwood office
95 PRESERVATION FUND MANAGEMENT LLC real estate · Cleveland office
96 QOVEX INC private equity · Cleveland office
97 SCALECO CAPITAL private equity · Cleveland office
98 TURNCAP MANAGEMENT LLC Beachwood office
99 Valor Capital Management LLC Westlake based here
100 WEINBERG CAPITAL GROUP, INC. private equity · Cleveland office

100 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.