Company lists · Data refreshed September 2026

Top 15 Asset and wealth management consulting firms based in Westlake, United States

Name: Asset and wealth management consulting firms based in Westlake, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 25 companies tracked

RevenueBase identified 25 company matches for asset and wealth management consulting firms associated with Westlake, United States as of September 2026 and tracks 148 professional contacts across them, including 70 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Westlake has 25.

This list covers company matches for asset and wealth management consulting firms associated with Westlake, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

25Companies

148Contacts tracked

70Verified emails

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The 15 largest asset and wealth management consulting firms based in Westlake, United States

Ranked by team size

Top 15 of 25 company matches for asset and wealth management consulting firms based in Westlake, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	JL Smith Holistic Wealth Management	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	11-50	35 contacts →
	Exact match “JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Prosperity Capital Advisors	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	51-200	21 contacts →
	Exact match “At Prosperity Capital Advisors, we provide more than just investments.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Wealthplan Partners	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “At WealthPlan Partners we are a fee-based financial planning team that believes it is our team’s responsibility to help you make the most of your income and assets.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Cornerstone Wealth Management	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Cornerstone Wealth Management is a fee-only, independent wealth management firm and an SEC Registered Investment Advisor (RIA).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Balanced Wealth Group	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Balanced Wealth Group helps clients balance freedom and responsibility by aligning their resources with their values.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Cleveland Financial Group	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	CKE Financial Services	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “CKE Financial Services LLC is a group of experienced professionals dedicated to simplifying your planning to help you meet your personal financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Maxim Financial Group LLC	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “Family Owned.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Lesjak Planning LLC	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Marvin Wealth Management	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Marvin Wealth Management offers complete wealth management services as well as financial education to its clients throughout the greater Cleveland area.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	A & M Financial Group INC	Exact match	Westlake, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “The A&M Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Turning Point Wealth	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Financial Planning” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Michael Brady & Co., LLC	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Michael Brady & Co LLC has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Kinetic Wealth	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Gain the independence you need by connecting actions with outcomes through our proven Wealth Management Formula Securities offered through LPL Financial, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Defiant Services LLC	Exact match	Westlake, OH, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “At Defiant Services, we are the pathfinder, compass, and shield for clients embracing their life planning journey.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 15 of 25 asset and wealth management consulting firms based in Westlake, United States

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Asset and wealth management consulting firms based in Westlake, United States at a glance

As of Sep 21, 2026

47.3%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Westlake, so it is reported there. Company counts and contact totals on this page are exact for Westlake, over 25 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Westlake, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 70 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Westlake, United States?

RevenueBase identified 25 company matches for asset and wealth management consulting firms associated with Westlake, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

JL Smith Holistic Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Westlake has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 70 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.