Vault-13

Managers in Mentor, OH

United States · 3 asset managers within 25 km (2 in Mentor itself) · 15 wealth managers, banks and others

MentorRoyal OakAuburn HillsIndependenceClevelandRochesterBeachwoodStrongsvilleSewickleyWexford
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 · Rocky River, OH 3 · Willoughby, OH 1 · Chagrin Falls, OH 1 · Aurora, OH 1

Asset managers in and around Mentor

#Manager People here Assets Visa salary
1 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Mentor Stifel Independent Advisors, LLC · 11 related pages $763.4bn office $763.4bn
2 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Willoughby W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn 2 offices $93.5bn
3 Lakeridge Wealth Management LLC Mentor $272.5m based here $272.5m

3 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.