Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in Cleveland, United States

Name: Holistic financial advisors based in Cleveland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 50 companies tracked

RevenueBase identified 50 holistic financial advisors headquartered in Cleveland, United States as of September 2026 and tracks 1,252 professional contacts across them, including 689 with verified work emails. New York is the largest hub.

This list covers holistic financial advisors headquartered in Cleveland, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

50Companies

1,252Contacts tracked

689Verified emails

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The 25 largest holistic financial advisors based in Cleveland, United States

Ranked by team size

Top 25 of 50 holistic financial advisors based in Cleveland, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 20, 2026
2	Clearstead	Strong evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	201-500	190 contacts →
	Strong evidence “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Source: RevenueBase Database · checked Sep 20, 2026
3	Vantage Financial Group, INC	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	51-200	81 contacts →
	Partial evidence “Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve…” Source: RevenueBase Database · checked Sep 20, 2026
4	Fairport Wealth	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	51-200	47 contacts →
	Partial evidence “With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…” Source: RevenueBase Database · checked Sep 20, 2026
5	Magis Advisory Group	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Source: RevenueBase Database · checked Sep 20, 2026
6	Marcum Wealth	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	51-200	18 contacts →
	Indirect evidence “At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.” Source: RevenueBase Database · checked Sep 20, 2026
7	Oswald Financial, INC	Strong evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
8	Mcdonald Partners	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	51-200	17 contacts →
	Indirect evidence “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Source: RevenueBase Database · checked Sep 20, 2026
9	Cedar Brook Group	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	51-200	17 contacts →
	Partial evidence “At Cedar Brook Group, we’ve created a motto to summarize both our belief system around financial planning, and the culture we celebrate in our firm every day.” Source: RevenueBase Database · checked Sep 20, 2026
10	Lakefront Capital	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
11	Reed Financial Services, INC	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “Reed Financial Services is an independent, true wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
12	Beacon Financial Group, INC	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “Financial Services” Source: RevenueBase Database · checked Sep 20, 2026
13	Paradigm Wealth Management, LLC	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “THE PARADIGM ADVANTAGE • We are proud to work with clients and their families to simplify and organize their financial matters.” Source: RevenueBase Database · checked Sep 20, 2026
14	The Gottlieb Organization	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “The Gottlieb Organization (TGO) helps clients create tax-advantaged wealth accumulation and distribution through financial engineering.” Source: RevenueBase Database · checked Sep 20, 2026
15	KEY Private Bank	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	501-1,000	9 contacts →
	Partial evidence “Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…” Source: RevenueBase Database · checked Sep 20, 2026
16	Omega Pensions, INC	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Since 1985, Omega Pensions, Inc, an independent consulting, administrative, and wealth management firm, has provided business owners, managers, and their advisors with…” Source: RevenueBase Database · checked Sep 20, 2026
17	Onpoint Wealth Partners	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 20, 2026
18	Davenport Wealth Management	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Source: RevenueBase Database · checked Sep 20, 2026
19	Riverview Research, LLC	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
20	Endeavor Wealth Advisors	Strong evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Endeavor Wealth Advisors is an independent, local financial planning firm with access to world-class planning tools and research, and experienced advisors.” Source: RevenueBase Database · checked Sep 20, 2026
21	Gries Financial Partners	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “Gries Financial provides the highest level of investment and wealth management counsel to a select group of high net worth individuals as well as institutions including endowments…” Source: RevenueBase Database · checked Sep 20, 2026
22	Blueprint Financial Corporation	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.” Source: RevenueBase Database · checked Sep 20, 2026
23	Firefly Wealth Management, LLC	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Source: RevenueBase Database · checked Sep 20, 2026
24	Cirrus Wealth Management	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	201-500	1 contacts →
	Partial evidence “Newly Sequoia Financial Group since 07.31.23, We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future.” Source: RevenueBase Database · checked Sep 20, 2026
25	Gainspoletti Financial Services	Partial evidence	Cleveland, MS, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Partial evidence “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: holistic financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 50 holistic financial advisors based in Cleveland, United States

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Holistic financial advisors based in Cleveland, United States at a glance

As of Sep 20, 2026

55.0%Verified-email coverage

25.0Average contacts per company

1-10Median size (employees)

788.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 50 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among holistic financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Cleveland, United States whose own description of what they do matches “holistic financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names holistic financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among holistic financial advisors, and records with no verified work email. Companies headquartered outside Cleveland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 689 across the full list. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Holistic financial advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names holistic financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many holistic financial advisors are there based in Cleveland, United States?

RevenueBase identified 50 holistic financial advisors headquartered in Cleveland, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

New York leads with 394 headquartered companies, followed by Atlanta (247) and Houston (240).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 689 verified decision-maker contacts tracked across these 50 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 Smart Search, 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.