Managers in Westlake, OH

United States · 77 asset managers within 25 km (6 in Westlake itself) · 108 wealth managers, banks and others

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 · Independence, OH 14 · Akron, OH 9 · Rocky River, OH 3 · North Olmsted, OH 2 · Strongsville, OH 2 · Richfield, OH 2 · Elyria, OH 1 · Medina, OH 1 · Chagrin Falls, OH 1 · Willoughby, OH 1

Asset managers in and around Westlake

#	Manager	People here	Assets
51	RIVERVEST VENTURE PARTNERS venture · Cleveland	1
52	Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Independence EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn	office	$763.4bn
53	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
54	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
55	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Independence, Elyria W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	2 offices	$93.5bn
56	OSAIC HOLDINGS, INC. private equity, wealth · Cleveland Osaic Advisory Services, LLC · 6 related pages $85.1bn	office	$85.1bn
57	ALLSTATE CORP structured credit, wealth · North Olmsted, Strongsville ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	2 offices	$26.5bn
58	StoneX Group Inc. institutions, FCA fund manager, wealth · Cleveland StoneX Advisors Inc. · 6 related pages $5.7bn	office	$5.7bn
59	Parkwood LLC Cleveland $1.4bn	based here	$1.4bn
60	Marcum Wealth, LLC Cleveland $1.2bn	based here	$1.2bn
61	FSM Wealth Advisors, LLC Cleveland $932.0m	based here	$932.0m
62	Tempo Wealth, LLC Independence $675.2m	based here	$675.2m
63	GRIES FINANCIAL LLC Cleveland $632.7m	based here	$632.7m
64	First Fiduciary Investment Counsel, Inc. Cleveland $529.2m	based here	$529.2m
65	Beacon Financial Advisory LLC Cleveland $508.0m	based here	$508.0m
66	Fourth Dimension Wealth, LLC Cleveland $316.3m	based here	$316.3m
67	BALANCED WEALTH GROUP LLC Westlake $316.3m	based here	$316.3m
68	MODERN CAPITAL ADVISORS, LLC mutual funds, wealth · Westlake MODERN CAPITAL ADVISORS, LLC · 2 related pages $254.8m	office	$254.8m
69	SWP Investment Management LLC Independence $144.8m	based here	$144.8m
70	Michael Brady & Co., LLC Westlake $113.3m	based here	$113.3m
71	Cedar Brook Financial Partners, LLC Cleveland $698.1k	based here	$698.1k
72	GBX FUND MANAGEMENT, LTD. private equity, real estate · Cleveland	office
73	PRESERVATION FUND MANAGEMENT LLC real estate · Cleveland	office
74	QOVEX INC private equity · Cleveland	office
75	SCALECO CAPITAL private equity · Cleveland	office
76	Valor Capital Management LLC Westlake	based here
77	WEINBERG CAPITAL GROUP, INC. private equity · Cleveland	office

77 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.