Company lists · Data refreshed November 2026

Top 24 Wealth & asset management companies based in Cleveland, United States

Name: Wealth & asset management companies based in Cleveland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 45 companies tracked

RevenueBase identified 45 company matches for wealth & asset management companies associated with Cleveland, United States as of November 2026 and tracks 1,070 professional contacts across them, including 349 with verified work emails. Across the United States, New York is the largest hub for this category (585 companies); Cleveland has 45.

This list covers company matches for wealth & asset management companies associated with Cleveland, 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 November 3, 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 Nov 3, 2026 How this list was built

45Companies

1,070Contacts tracked

349Verified emails

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The 24 largest wealth & asset management companies based in Cleveland, United States

Ranked by team size

Top 24 of 45 company matches for wealth & asset management companies based in Cleveland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 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	Clearstead	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	201-500	233 contacts →
	Exact match “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	Vantage Financial Group, INC	Exact match	Cleveland, United StatesHQ recorded Nov 3, 2026	51-200	82 contacts →
	Exact match “Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
3	KEY Private Bank	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	501-1,000	38 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
4	Western Reserve Trust Company	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	11-50	25 contacts →
	Exact match “In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
5	Mcdonald Partners	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	51-200	22 contacts →
	Exact match “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
6	Marcum Wealth	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	51-200	22 contacts →
	Exact match “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”™.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
7	Magis Advisory Group	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	11-50	21 contacts →
	Exact match “Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
8	Reed Financial Services, INC	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	11-50	16 contacts →
	Exact match “Reed Financial Services is an independent, true wealth management firm.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
9	Lakefront Capital	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	15 contacts →
	Exact match “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Fairport Wealth	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	51-200	14 contacts →
	Exact match “With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
11	Oswald Financial, INC	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	11-50	11 contacts →
	Exact match “Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	Beacon Financial Group, INC	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	10 contacts →
	Exact match “Financial Services” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
13	Virtera Partners	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
14	Park Edge Advisors	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	7 contacts →
	Exact match “Park Edge Advisors was formed through the combination of three separate practices each with its own experience and complementary skill sets.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Davenport Wealth Management	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	5 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
16	Onpoint Wealth Partners	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	4 contacts →
	Exact match “Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
17	Riverview Research, LLC	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	3 contacts →
	Exact match “Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
18	Lakehouse Family Wealth	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	2 contacts →
	Exact match “Helping busy families create generational wealth, and more time at the lake.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
19	Confiance, LLC	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	2 contacts →
	Exact match “CONFIANCE, LLC is financial and investment advisory firm headquartered in Cleveland, Ohio.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
20	Gainspoletti Financial Services	Exact match	Cleveland, MS, United StatesHQ recorded Nov 3, 2026	11-50	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
21	Gries Financial Partners	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	11-50	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
22	Firefly Wealth Management, LLC	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	1 contacts →
	Exact match “Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
23	Fairpoint Wealth Management	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	1 contacts →
	Exact match “At Fairpoint Wealth Management, we develop personalized wealth management strategies designed to maximize your finances, so that you can achieve financial success.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
24	Copper Ridge Capital	Exact match	Cleveland, OH, United StatesHQ recorded Nov 3, 2026	1-10	1 contacts →
	Exact match “Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.” Recorded in the RevenueBase company graph · Nov 3, 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 “wealth & asset management companies”. 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 24 of 45 wealth & asset management companies based in Cleveland, United States

See the full list, filter by size, metro and specialty, and access 349 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth & asset management companies based in Cleveland, United States at a glance

As of Nov 3, 2026

32.6%Verified-email coverage

23.8Average contacts per company

1-10Median size (employees)

Nov 3, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 45 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 Cleveland, United States whose business descriptions match “wealth & asset management companies” 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 349 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 November 3, 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.

Wealth & asset management companies 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 “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there based in Cleveland, United States?

RevenueBase identified 45 company matches for wealth & asset management companies associated with Cleveland, United States as of November 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?

Clearstead 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 wealth & asset management companies?

New York leads the United States with 585 company records, followed by Atlanta (245) and Houston (244). Cleveland has 45.

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 349 professional contacts with verified work emails tracked across these 45 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 November 3, 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.