Company lists · Data refreshed September 2026

Top 17 Private equity advisors based in Cleveland, United States

RevenueBase identified 35 private equity advisors headquartered in Cleveland, United States as of September 2026 and tracks 553 professional contacts across them, including 246 with verified work emails. New York is the largest hub.

This list covers private equity 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 5, 2026 86% judged on-target in blind review
35Companies
553Contacts tracked
246Verified emails
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The 17 largest private equity advisors based in Cleveland, United States

Ranked by team size
Top 17 of 35 private equity advisors based in Cleveland, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: 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
ClearsteadPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026201-500190

“Clearstead is a financial advisory firm serving wealthy families and leading institutions.”

Source: company website · checked Sep 5, 2026
2
FalconStrong evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026n/a159

“FALCON, Private Equity’s C-Suite Recruiter, is built to drive top-quartile performance for CEOs, CFOs, GPs and LPs who participate in the private equity-backed, middle market.”

Source: company website · checked Sep 5, 2026
3
Magis Advisory GroupPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-5018

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

Source: company website · checked Sep 5, 2026
4
Oswald Financial, INCPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 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 5, 2026
5
Mcdonald PartnersIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-20017

“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.”

Source: company website · checked Sep 5, 2026
6
Lakefront CapitalIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-1014

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

Source: company website · checked Sep 5, 2026
7Cleveland, OH, United StatesHQ checked Sep 5, 20261-1011

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

Source: company website · checked Sep 5, 2026
8
REAGStrong evidence
Cleveland, OH, United StatesHQ checked Sep 5, 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 5, 2026
9
Avion Consulting GroupIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-107

“Avion Consulting Group is a global consulting firm that provides business development and capital raising solutions to clients throughout the world.”

Source: company website · checked Sep 5, 2026
10
Virtera PartnersIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 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 5, 2026
11
Signet Capital AdvisorsPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-105

“Signet Capital Advisors ("SCA") began operations in January 2015.”

Source: company website · checked Sep 5, 2026
12
Hanna Business AdvisorsPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-505

“Hanna Business Advisors are specialists who will assist and represent you in purchasing or selling a business and other related services.”

Source: company website · checked Sep 5, 2026
13
Pease Capital AdvisorsPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-104

“Pease Capital Advisors (PCA) was founded in 2015 with the mission to help companies and individuals execute their growth strategy through acquisition.”

Source: company website · checked Sep 5, 2026
14
Davenport Wealth ManagementIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 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 5, 2026
15Cleveland, OH, United StatesHQ checked Sep 5, 20261-102

“Praetorian Holdings Group is a Private Equity firm focused on investments in the Energy and Industrial sectors.”

Source: company website · checked Sep 5, 2026
16Cleveland, OH, United StatesHQ checked Sep 5, 20261-102

“At Prevail, we specialize in guiding small and medium-sized businesses through pivotal transactions, whether selling, buying, or securing strategic investors.”

Source: company website · checked Sep 5, 2026
17
Copper Ridge CapitalIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 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 5, 2026

Showing 17 of 35 private equity advisors based in Cleveland, United States

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Private equity advisors based in Cleveland, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
24
11-50
9
51-200
1
201-500
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 private equity advisors, 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 “private equity advisors”. 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 private equity 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 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, 246 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Cleveland, United States?

RevenueBase identified 35 private equity 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?

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

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 246 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 5, 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.