Investment advisers in Beachwood, OH
12 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Stratos Wealth Partners, Ltd | $18.65 billion | 618 | 0 |
| Oneseven | $7.72 billion | 264 | 0 |
| Org Portfolio Management LLC | $6.38 billion | 22 | 0 |
| Stratos Wealth Advisors LLC | $5.57 billion | 170 | 0 |
| Cm Wealth Advisors LLC | $3.60 billion | 24 | 0 |
| Stratos Investment Management, LLC | $3.31 billion | 89 | 0 |
| Van Cleef Asset Management Inc | $1.21 billion | 6 | 0 |
| Winslow Asset Management Inc | $626.7 million | 6 | 0 |
| Adaptive Financial Consulting, LLC | $547.1 million | 8 | 0 |
| North Star Advisory Group, LLC | $289.1 million | 7 | 0 |
| Shaker Investments | $258.8 million | 9 | 0 |
| Newport Investment Advisors Inc | $198.0 million | 2 | 0 |