Company lists · Data refreshed September 2026

Top 17 Investment management law firms based in Cleveland, United States

RevenueBase identified 31 investment management law firms headquartered in Cleveland, United States as of September 2026 and tracks 637 professional contacts across them, including 272 with verified work emails. New York is the largest hub.

This list covers investment management law 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
31Companies
637Contacts tracked
272Verified emails
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The 17 largest investment management law firms based in Cleveland, United States

Ranked by team size
Top 17 of 31 investment management law 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 management law 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
Ulmer & Berne LLPIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 2026201-500198

“Ulmer & Berne LLP recently merged with Greensfelder, Hemker & Gale, P.C.”

Source: company website · checked Sep 4, 2026
2
Wegman HesslerIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202611-5041

“Wegman Hessler has been meeting the legal needs of individuals, organizations and businesses for over 50 years.”

Source: company website · checked Sep 4, 2026
3
Gertsburg Licata Co., LPAPartial evidence
Cleveland, OH, United StatesHQ checked Sep 4, 202611-5025

“Gertsburg Licata (G&L) is a full-service business law and strategic advisory firm representing and serving entrepreneurs and executives of middle-market enterprises in business…”

Source: company website · checked Sep 4, 2026
4
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
5
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
6
Beacon Financial Group, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-1011

“Financial Services”

Source: company website · checked Sep 4, 2026
7
Burns, Henry & Kirksey, P.CIndirect evidence
Cleveland, TN, United StatesHQ checked Sep 4, 20261-1010

“Burns, Henry & Kirksey P.C.”

Source: company website · checked Sep 4, 2026
8
Dinn, Hochman Potter, LLCPartial evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-109

“Dinn, Hochman & Potter, LLC, is a full service corporate law firm located in Cleveland, Ohio.”

Source: company website · checked Sep 4, 2026
9
Virtera PartnersPartial evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-107

“Virtera is a boutique investment firm that provides customized, independent investment advice to ultra-high net worth families as we strive to help them preserve and grow their…”

Source: company website · checked Sep 4, 2026
10
Carson LAW Firm LLCPartial evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-107

“Carson Law Firm LLC focuses on serving the real estate industry's legal and business needs.”

Source: company website · checked Sep 4, 2026
11
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
12
Legal Creative Toerek LAWPartial evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-104

“Toerek Law is a national intellectual property and marketing law firm based in Cleveland, Ohio.”

Source: company website · checked Sep 4, 2026
13
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
14
Malone Law, LLCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-102

“Commercial Real Estate, Litigation, Transactions, Probate and Estate Planning”

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
16
Copper Ridge CapitalIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 4, 20261-101

“Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.”

Source: company website · checked Sep 4, 2026
17Cleveland, OH, United StatesHQ checked Sep 4, 20261-101

“Marc Rossen Attorney at Law works with startups, founders and investors in the Cleveland/Akron area on matters ranging from entity formation, protection and licensing of…”

Source: company website · checked Sep 4, 2026

Showing 17 of 31 investment management law firms based in Cleveland, United States

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Investment management law firms based in Cleveland, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 747 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
17
11-50
9
51-200
3
201-500
2

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 31 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 management law 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 management law 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 management law 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, 272 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 management law firms by metro in the United States

Frequently asked

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

RevenueBase identified 31 investment management law 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?

Ulmer & Berne LLP, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most investment management law firms?

New York leads with 747 headquartered companies, followed by Chicago (258) and Atlanta (186).

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 272 verified decision-maker contacts tracked across these 31 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.