Company lists · Data refreshed September 2026

Top 21 Specialist investment managers based in Cleveland, United States

RevenueBase identified 37 specialist investment managers headquartered in Cleveland, United States as of September 2026 and tracks 1,483 professional contacts across them, including 744 with verified work emails. New York is the largest hub.

This list covers specialist investment managers 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 22, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
37Companies
1,483Contacts tracked
744Verified emails
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The 21 largest specialist investment managers based in Cleveland, United States

Ranked by team size
Top 21 of 37 specialist investment managers based in Cleveland, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 2026501-1,000520 contacts →

Partial evidence

“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 2026201-500190 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 202651-200139 contacts →

Partial evidence

“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.”

Source: RevenueBase Database · checked Sep 22, 2026
4Strong evidenceCleveland, OH, United StatesHQ checked Sep 22, 202651-20047 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 202611-5018 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 202651-20018 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 202611-5017 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 22, 2026
8Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 202651-20017 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 22, 2026
9Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-1014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
10Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 202611-5012 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-1011 contacts →

Indirect evidence

“Financial Services”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-109 contacts →

Indirect evidence

“THE PARADIGM ADVANTAGE • We are proud to work with clients and their families to simplify and organize their financial matters.”

Source: RevenueBase Database · checked Sep 22, 2026
13Strong evidenceCleveland, OH, United StatesHQ checked Sep 22, 2026501-1,0009 contacts →

Strong evidence

“Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…”

Source: RevenueBase Database · checked Sep 22, 2026
14Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-107 contacts →

Partial 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 22, 2026
15Strong evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-104 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.”

Source: RevenueBase Database · checked Sep 22, 2026
17Strong evidenceCleveland, OH, United StatesHQ checked Sep 22, 202611-502 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.”

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
20Partial evidenceCleveland, MS, United StatesHQ checked Sep 22, 202611-501 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceCleveland, OH, United StatesHQ checked Sep 22, 20261-101 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 22, 2026

Showing 21 of 37 specialist investment managers based in Cleveland, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 744 reachable decision-makers.

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Specialist investment managers based in Cleveland, United States at a glance

As of Sep 22, 2026
50.2%Verified-email coverage
40.1Average contacts per company
1-10Median size (employees)
2759.5%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
10
51-200
4
201-500
1
501-1,000
3

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 37 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 744 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 22, 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.

Specialist investment managers by metro in the United States

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 specialist investment managers, 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 specialist investment managers are there based in Cleveland, United States?

RevenueBase identified 37 specialist investment managers 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?

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

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 744 verified decision-maker contacts tracked across these 37 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 22, 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 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.