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. Across the United States, New York is the largest hub for this category (988 companies); Cleveland has 35.
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, its RevenueBase Smart Search rating, 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 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.
The 17 largest private equity advisors based in Cleveland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 190 contacts → | ||||
Partial evidence “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 159 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Partial evidence “Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Partial evidence “Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Indirect evidence “We continuously curate a list of potential sellers and buyers in the marketplace.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong evidence “REAG is a lower-middle market investment banking firm specializing in mergers and acquisitions, strategic ownership planning, and private capital markets advisory.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Avion Consulting Group is a global consulting firm that provides business development and capital raising solutions to clients throughout the world.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Signet Capital Advisors ("SCA") began operations in January 2015.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “Hanna Business Advisors are specialists who will assist and represent you in purchasing or selling a business and other related services.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Pease Capital Advisors (PCA) was founded in 2015 with the mission to help companies and individuals execute their growth strategy through acquisition.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Praetorian Holdings Group is a Private Equity firm focused on investments in the Energy and Industrial sectors.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “At Prevail, we specialize in guiding small and medium-sized businesses through pivotal transactions, whether selling, buying, or securing strategic investors.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private equity advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names private equity advisors.
- Partial evidence
- Its own public description names part of private equity advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
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, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Cleveland, 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 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 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.
- 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 private equity advisors), 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 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 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, 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
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
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 private equity advisors, 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 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 in the United States has the most private equity advisors?
New York leads the United States with 988 headquartered companies, followed by Chicago (263) and Miami (202). Cleveland has 35.
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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Private equity advisors by geography
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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.
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