Company lists · Data refreshed September 2026

Top 17 Personal financial advisors based in Westlake, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 29 companies tracked

RevenueBase identified 29 company matches for personal financial advisors associated with Westlake, United States as of September 2026 and tracks 32,086 professional contacts across them, including 17,160 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Westlake has 29.

This list covers company matches for personal financial advisors 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 20, 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 20, 2026 How this list was built

29Companies

32,086Contacts tracked

17,160Verified emails

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The 17 largest personal financial advisors based in Westlake, United States

Ranked by team size

Top 17 of 29 company matches for personal financial advisors based in Westlake, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Sep 20, 2026	10001+	31,927 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	JL Smith Holistic Wealth Management	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	Prosperity Capital Advisors	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 2026	51-200	21 contacts →
	Exact match “At Prosperity Capital Advisors, we provide more than just investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Wealthplan Partners	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Cornerstone Wealth Management	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Elios Financial Group, INC	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Elios Financial Group is a fee-based financial planning and Registered Investment Advisor (RIA) dedicated to serving the unique needs of pre-retirees and retirees in the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Balanced Wealth Group	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Cleveland Financial Group	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	CKE Financial Services	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Burning River Advisory Group	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Burning River Advisory Group specializes in working with women and their families to develop a truly customized financial plan to address their goals, milestones, and dreams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Lesjak Planning LLC	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Marvin Wealth Management	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	A & M Financial Group INC	Exact match	Westlake, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “The A&M Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Turning Point Wealth	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Financial Planning” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Kinetic Wealth	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	River Financial Group	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “It takes more than a good investment to help you secure your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Defiant Services LLC	Exact match	Westlake, OH, United StatesHQ recorded Sep 20, 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 20, 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 “personal financial advisors”. 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 17 of 29 personal financial advisors based in Westlake, United States

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Personal financial advisors based in Westlake, United States at a glance

As of Sep 20, 2026

53.5%Verified-email coverage

1106.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

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 29 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 “personal financial advisors” 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 17,160 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 20, 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.

Personal financial advisors 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 “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Westlake, United States?

RevenueBase identified 29 company matches for personal financial advisors 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?

Charles Schwab 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 personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Westlake has 29.

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 17,160 professional contacts with verified work emails tracked across these 29 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 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 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.