Company lists · Data refreshed September 2026

Top 20 Wealth management law firms based in Cleveland, United States

RevenueBase identified 36 wealth management law firms headquartered in Cleveland, United States as of September 2026 and tracks 1,381 professional contacts across them, including 614 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Cleveland has 36.

This list covers wealth management law firms 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 29, 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 29, 2026 86% judged on-target in blind review
36Companies
1,381Contacts tracked
614Verified emails
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The 20 largest wealth management law firms based in Cleveland, United States

Ranked by team size
Top 20 of 36 wealth management law firms based in Cleveland, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management law firms: 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 29, 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 29, 2026
2Partial evidenceCleveland, OH, United StatesHQ checked Sep 29, 2026201-500190 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceCleveland, OH, United StatesHQ checked Sep 29, 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 29, 2026
4Partial evidenceCleveland, OH, United StatesHQ checked Sep 29, 202651-20018 contacts →

Partial 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 29, 2026
5Strong evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-1014 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceCleveland, OH, United StatesHQ checked Sep 29, 202611-5012 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

“Financial Services”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceCleveland, TN, United StatesHQ checked Sep 29, 20261-1010 contacts →

Indirect evidence

“Burns, Henry & Kirksey P.C.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceCleveland, OH, United StatesHQ checked Sep 29, 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 29, 2026
10Indirect evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Park Edge Advisors was formed through the combination of three separate practices each with its own experience and complementary skill sets.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-107 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 29, 2026
12Partial evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“McFadden Bushnell LLC is a small Northeast Ohio law firm focused on elder law, special needs and trusts and estates matters, including representing seniors and persons with…”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceCleveland, OH, United StatesHQ checked Sep 29, 202651-2006 contacts →

Partial evidence

“Established in 1975, Kadish, Hinkel & Weibel was a law firm comprised of skilled attorneys who deliver high-quality legal advice with integrity and common sense representing…”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceCleveland, OH, United StatesHQ checked Sep 29, 202651-2004 contacts →

Partial evidence

“Schneider Smeltz Spieth Bell LLP is a full-service law firm with experience dating back to 1867.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceCleveland, OH, United StatesHQ checked Sep 29, 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 29, 2026
16Partial evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Helping busy families create generational wealth, and more time at the lake.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong 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 29, 2026
18Indirect evidenceCleveland, MS, United StatesHQ checked Sep 29, 202611-501 contacts →

Indirect 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 29, 2026
19Strong evidenceCleveland, OH, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“At Fairpoint Wealth Management, we develop personalized wealth management strategies designed to maximize your finances, so that you can achieve financial success.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceCleveland, OH, United StatesHQ checked Sep 29, 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 29, 2026

Showing 20 of 36 wealth management law firms based in Cleveland, United States

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Wealth management law firms based in Cleveland, United States at a glance

As of Sep 29, 2026
44.5%Verified-email coverage
38.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
2
51-200
6
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 36 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 wealth management law firms, 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 “wealth management law firms”. 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 wealth management law firms), 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 wealth management law firms, 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, 614 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 29, 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.

Wealth management law firms 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 wealth management law firms, 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 wealth management law firms are there based in Cleveland, United States?

RevenueBase identified 36 wealth management law firms 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 in the United States has the most wealth management law firms?

New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Cleveland has 36.

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 614 verified decision-maker contacts tracked across these 36 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 29, 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.