Vault-13

Managers in Westlake, OH

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

WestlakeRoyal OakIndependenceClevelandBeachwoodStrongsvillePittsburghSewickleyWexfordCanonsburg
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 Visa salary
1 KEYCORP wealth · Cleveland KEYBANC CAPITAL MARKETS RESEARCH, LLC, KEY INVESTMENT SERVICES LLC, KEYBANC CAPITAL MARKETS,INC /OH/ · 4 related pages $30.4bn · visa salary $106,500 about 71main office $30.4bn $106,50019 filings
2 Ancora Advisors LLC institutions · Cleveland Ancora Advisors LLC, ANCORA RETIREMENT PLAN ADVISORS, LLC $4.6bn about 47main office $4.6bn
3 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Cleveland Robert W. Baird & Co. Inc · 9 related pages $394.1bn 39 $394.1bn
4 TOWNSEND HOLDINGS LLC institutions · Cleveland $19.6bn about 36main office $19.6bn
5 CBIZ Investment Advisory Services, LLC institutions · Independence $12.8bn about 31main office $12.8bn
6 BOYD WATTERSON ASSET MANAGEMENT LLC/OH real estate, futures · Cleveland $18.8bn about 29main office $18.8bn
7 Ancora Alternatives LLC hedge funds, futures · Cleveland $1.1bn about 29main office $1.1bn
8 VICTORY CAPITAL MANAGEMENT INC hedge funds, private equity, mutual funds, futures and 1 more · Cleveland, Rocky River $282.7bn 24 $282.7bn
9 THE RIVERSIDE COMPANY private equity · Cleveland $13.5bn 22 $13.5bn
10 GLOBAL RETIREMENT PARTNERS LLC institutions · Cleveland GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 19 $169.6bn
11 EDGEWATER CAPITAL PARTNERS private equity · Independence $466.8m about 18main office $466.8m
12 HIGHLAND CONSULTING ASSOCIATES INC. institutions · Westlake HIGHLAND CONSULTING ASSOCIATES INC., HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. $21.9bn about 17main office $21.9bn
13 BLUE POINT CAPITAL PARTNERS LLC private equity · Cleveland $1.4bn about 16main office $1.4bn
14 STEPSTONE GROUP REAL ESTATE LP private equity, real estate, futures · Cleveland $17.2bn 14 $17.2bn
15 IDR INVESTMENT MANAGEMENT, LLC real estate · Independence $10.2bn about 13main office $10.2bn
16 CYPRIUM PARTNERS private equity, futures · Cleveland $760.2m about 13main office $760.2m
17 CSM Advisors, LLC institutions · Cleveland CS MCKEE · 2 related pages $11.7bn 12 $11.7bn
18 CITYMARK CAPITAL MANAGEMENT COMPANY LLC real estate · Cleveland $582.8m about 12main office $582.8m
19 Elizabeth Park Capital Advisors, Ltd. hedge funds, private equity, futures · Cleveland $393.9m about 10main office $393.9m
20 PNC Financial Services Group, Inc. private equity, institutions, wealth · Cleveland, North Olmsted PNC Wealth Management LLC, PNC CAPITAL ADVISORS LLC · 6 related pages $201.8bn 8 $201.8bn
21 Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP hedge funds, private equity, real estate, futures · Cleveland Brookfield Asset Management Private Institutional Capital Adviser US, LLC, Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP, Brookfield Renewable Energy Group LLC · 5 related pages $152.1bn 8 $152.1bn
22 CW INDUSTRIAL PARTNERS, LLC private equity · Cleveland $283.9m about 8main office $283.9m
23 Gallagher Fiduciary Advisors, LLC institutions, futures · Cleveland $194.8bn 7 $194.8bn
24 STRATEGIC VALUE BANK PARTNERS LLC hedge funds, private equity · Cleveland $774.1m about 7main office $774.1m
25 MONTICELLO ASSOCIATES, LLC Cleveland 6
26 BAM Credit & Insurance Solutions Advisor LLC structured credit, institutions, futures · Cleveland $107.3bn 5 $107.3bn
27 World Investment Advisors institutions · Cleveland $71.6bn 5 $71.6bn
28 FEDERATED HERMES, INC. private equity, real estate, mutual funds, institutions and 2 more · Cleveland FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP, FEDERATED ADVISORY SERVICES CO · 12 related pages $69.6bn 5 $69.6bn
29 SEGAL MARCO ADVISORS institutions · Cleveland $50.2bn 5 $50.2bn
30 GLASFUNDS, LLC private equity, futures · Cleveland $3.3bn about 5main office $3.3bn
31 MPE PARTNERS private equity · Cleveland $1.4bn about 5main office $1.4bn
32 SWP INVESTMENT MANAGEMENT LLC mutual funds · Independence $138.4m about 5main office $138.4m
33 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Cleveland Mercer Investments LLC · 3 related pages $226.0bn 4 $226.0bn
34 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Cleveland Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 4 $161.7bn
35 PRIMUS CAPITAL PARTNERS, INC. private equity · Cleveland $1.7bn 4 $1.7bn
36 THE O.H.I.O. FUND private equity, real estate · Cleveland $474.6m about 4main office $474.6m
37 VIRTERA PARTNERS LLC Cleveland $451.8m about 4main office $451.8m
38 Clutterbuck Capital Management LLC hedge funds · Cleveland CLUTTERBUCK CAPITAL MANAGEMENT LLC, Clutterbuck Capital Management LLC $233.4m about 4main office $233.4m
39 CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Independence $8.9m about 4main office $8.9m
40 APOGEM CAPITAL LLC hedge funds, private equity, structured credit, futures · Cleveland $43.8bn 2 $43.8bn
41 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Cleveland $39.4bn 2 $39.4bn
42 CLEVELAND CAPITAL MANAGEMENT, L.L.C. hedge funds, private equity · Rocky River $215.8m about 2main office $215.8m
43 DUNCAN FINANCIAL PLANNING ADVISORS Strongsville 2
44 Wealthspire Retirement, LLC institutions · Independence Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
45 RFG Advisory, LLC mutual funds · Westlake $8.0bn 1 $8.0bn
46 STAR MOUNTAIN FUND MANAGEMENT, LLC private equity · Independence $4.2bn 1 $4.2bn
47 RIVERVIEW RESEARCH, LLC institutions · Independence $990.8m about 1main office $990.8m
48 CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY Independence 1
49 CAFFEINATED CAPITAL MANAGEMENT, LLC venture · Cleveland 1
50 KEY INVESTMENT MANAGEMENT, LLC private equity · Cleveland 1

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.