Company lists · Data refreshed September 2026

Top 14 Hybrid advisory firms based in Westlake, United States

RevenueBase identified 25 hybrid advisory firms headquartered in Westlake, United States as of September 2026 and tracks 32,068 professional contacts across them, including 17,150 with verified work emails. New York is the largest hub.

This list covers hybrid advisory firms headquartered in Westlake, 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
25Companies
32,068Contacts tracked
17,150Verified emails
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The 14 largest hybrid advisory firms based in Westlake, United States

Ranked by team size
Top 14 of 25 hybrid advisory firms based in Westlake, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWestlake, TX, United StatesHQ checked Sep 20, 202610001+31,927 contacts →

Indirect evidence

“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 202611-5035 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceWestlake, OH, United StatesHQ checked Sep 20, 202651-20021 contacts →

Partial evidence

“At Prosperity Capital Advisors, we provide more than just investments.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-1014 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Cornerstone Wealth Management is a fee-only, independent wealth management firm and an SEC Registered Investment Advisor (RIA).”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“Balanced Wealth Group helps clients balance freedom and responsibility by aligning their resources with their values.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“CKE Financial Services LLC is a group of experienced professionals dedicated to simplifying your planning to help you meet your personal financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Marvin Wealth Management offers complete wealth management services as well as financial education to its clients throughout the greater Cleveland area.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Financial Planning”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Gain the independence you need by connecting actions with outcomes through our proven Wealth Management Formula Securities offered through LPL Financial, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“It takes more than a good investment to help you secure your financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceWestlake, OH, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“At Defiant Services, we are the pathfinder, compass, and shield for clients embracing their life planning journey.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 14 of 25 hybrid advisory firms based in Westlake, United States

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Hybrid advisory firms based in Westlake, United States at a glance

As of Sep 20, 2026
53.5%Verified-email coverage
1282.7Average contacts per company
1-10Median size (employees)
1488.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
5
51-200
1
10001+
1

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among hybrid advisory firms, 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 Westlake, United States whose own description of what they do matches “hybrid advisory firms”. 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 hybrid advisory firms), 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 hybrid advisory firms, and records with no verified work email. Companies headquartered outside Westlake 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, 17,150 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.

Hybrid advisory firms 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 hybrid advisory firms, 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 hybrid advisory firms are there based in Westlake, United States?

RevenueBase identified 25 hybrid advisory firms headquartered in Westlake, 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which city has the most hybrid advisory firms?

New York leads with 372 headquartered companies, followed by Atlanta (216) and Houston (206).

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 17,150 verified decision-maker contacts tracked across these 25 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.