Managers in Richfield, OH

United States · 29 asset managers within 25 km (2 in Richfield itself) · 99 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 · Westlake, OH 6 · Rocky River, OH 3 · Strongsville, OH 2 · Cuyahoga Falls, OH 2 · North Olmsted, OH 2 · Canton, OH 2 · Medina, OH 1 · Aurora, OH 1

Asset managers in and around Richfield

#	Manager	People here	Assets
1	CBIZ Investment Advisory Services, LLC institutions · Independence $12.8bn	about 31main office	$12.8bn
2	EDGEWATER CAPITAL PARTNERS private equity · Independence $466.8m	about 18main office	$466.8m
3	CHARLES SCHWAB & CO., INC. Richfield CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC.	16
4	IDR INVESTMENT MANAGEMENT, LLC real estate · Independence $10.2bn	about 13main office	$10.2bn
5	SWP INVESTMENT MANAGEMENT LLC mutual funds · Independence $138.4m	about 5main office	$138.4m
6	CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Independence $8.9m	about 4main office	$8.9m
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Richfield $1.7tn	3	$1.7tn
8	OAK ASSOCIATES LTD /OH/ mutual funds · Akron $1.8bn	about 3main office	$1.8bn
9	RFG Advisory, LLC mutual funds · Cuyahoga Falls $8.0bn	2	$8.0bn
10	AI STOCK PROPHET, LLC Akron	about 2main office
11	DUNCAN FINANCIAL PLANNING ADVISORS Strongsville	2
12	Wealthspire Retirement, LLC institutions · Independence Wealthspire Retirement, LLC · 4 related pages $38.6bn	1	$38.6bn
13	WELLTH ADVISORY SERVICES, LLC institutions · Medina $26.7bn	1	$26.7bn
14	STAR MOUNTAIN FUND MANAGEMENT, LLC private equity · Independence $4.2bn	1	$4.2bn
15	RIVERVIEW RESEARCH, LLC institutions · Independence $990.8m	about 1main office	$990.8m
16	OELSCHLAGER INVESTMENTS mutual funds · Akron $93.3m	about 1main office	$93.3m
17	CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY Independence	1
18	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
19	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
20	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Independence, Akron W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	2 offices	$93.5bn
21	ALLSTATE CORP structured credit, wealth · Strongsville ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
22	Hilltop Holdings Inc. wealth, bank or insurer · Akron MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	office	$2.5bn
23	Tempo Wealth, LLC Independence $675.2m	based here	$675.2m
24	Revisor Wealth Management LLC Akron $416.2m	based here	$416.2m
25	Wells Trecaso Financial Group, LLC Akron $210.4m	based here	$210.4m
26	Presper Financial Architects, LLC Akron $191.7m	based here	$191.7m
27	SWP Investment Management LLC Independence $144.8m	based here	$144.8m
28	1858 WEALTH MANAGEMENT, LLC Akron $142.4m	based here	$142.4m
29	DBK Financial Counsel, LLC Cuyahoga Falls $119.2m	based here	$119.2m

29 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.