Company lists · Data refreshed September 2026

Top 15 Investment firms based in Cleveland, United States

RevenueBase identified 35 investment firms headquartered in Cleveland, United States as of September 2026 and tracks 1,067 professional contacts across them, including 301 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
35Companies
1,067Contacts tracked
301Verified emails
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The 15 largest investment firms based in Cleveland, United States

Ranked by team size
Top 15 of 35 investment firms based in Cleveland, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Fairport WealthStrong evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202651-20047

“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: company website · checked Sep 4, 2026
2
Magis Advisory GroupIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202611-5018

“Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.”

Source: company website · checked Sep 4, 2026
3
Marcum WealthIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202651-20018

“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: company website · checked Sep 4, 2026
4
Oswald Financial, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202611-5017

“Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.”

Source: company website · checked Sep 4, 2026
5
Lakefront CapitalIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-1014

“Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.”

Source: company website · checked Sep 4, 2026
6Cleveland, OH, United StatesHQ checked Sep 4, 202611-5012

“Reed Financial Services is an independent, true wealth management firm.”

Source: company website · checked Sep 4, 2026
7Cleveland, OH, United StatesHQ checked Sep 4, 20261-1011

“We continuously curate a list of potential sellers and buyers in the marketplace.”

Source: company website · checked Sep 4, 2026
8
REAGStrong evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-109

“REAG is a lower-middle market investment banking firm specializing in mergers and acquisitions, strategic ownership planning, and private capital markets advisory.”

Source: company website · checked Sep 4, 2026
9
Winslow Asset ManagementStrong evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-104

“Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio.”

Source: company website · checked Sep 4, 2026
10
Onpoint Wealth PartnersIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-104

“Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.”

Source: company website · checked Sep 4, 2026
11
Davenport Wealth ManagementIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-103

“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: company website · checked Sep 4, 2026
12
Gries Financial PartnersStrong evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202611-502

“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: company website · checked Sep 4, 2026
13Cleveland, OH, United StatesHQ checked Sep 4, 20261-102

“Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.”

Source: company website · checked Sep 4, 2026
14
Tremont Growth PartnersStrong evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-102

“Tremont Growth Partners is a private investment firm that acquires stable, growth-oriented companies within the business services, manufacturing, distribution, and consumer…”

Source: company website · checked Sep 4, 2026
15Cleveland, MS, United StatesHQ checked Sep 4, 202611-501

“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: company website · checked Sep 4, 2026

Showing 15 of 35 investment firms based in Cleveland, United States

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Investment firms based in Cleveland, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
21
11-50
8
51-200
2
201-500
3
501-1,000
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 35 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 301 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Cleveland, United States?

RevenueBase identified 35 investment firms 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?

Fairport Wealth, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 301 verified decision-maker contacts tracked across these 35 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 4, 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.