Investment advisers in Westlake, OH
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Prosperity Capital Advisors | $4.39 billion | 244 | 0 |
| Cornerstone Wealth Management | $628.7 million | 8 | 0 |
| Paradigm Wealth Management, LLC | $563.4 million | 7 | 0 |
| Balanced Wealth Group LLC | $494.1 million | 12 | 0 |
| Keystone Financial Planning, Inc | $406.9 million | 2 | 0 |
| Lesjak Planning, LLC | $396.0 million | 7 | 0 |
| Jps Financial, LLC | $377.0 million | 4 | 0 |
| Elios Financial Group, Inc. | $331.5 million | 2 | 0 |
| Michael Brady & Co., LLC | $248.6 million | 2 | 0 |
| Kinetic Wealth Investment Advisors, LLC | $214.5 million | 3 | 0 |