Ways to browse advisors serving Cleveland, OH

Pick a specialty or descriptor to browse more advisors serving Cleveland, OH.

By how they work

Type	Advisors
Large-firm	2,958
Flat-fee	1,899
Seasoned	1,579
Independent	913
CFP®-certified	585

By who they serve

Type	Advisors
High-net-worth	661
Baby Boomer	100

Browse by specialty

Find advisors serving Cleveland, OH who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,286
Executive	1,566
Wealth management	1,433
Retired	1,359
Tax-loss harvesting	1,267
Retirement plans for business owners (SEP, solo 401k)	880
Active portfolio management	752
Retirement income strategy	650
Private / alternative investments	625
General retirement planning	599
Approaching retirement	551
ESG / Sustainable investing	548
Passive / index investing	542
College savings (529s, UTMA, etc.)	471
Charitable giving & philanthropy	411
Options & derivatives strategies	400
Annuities	375
Cash flow / budgeting	369
Mid-Career Professionals	328
HENRY (High Earners, Not Rich Yet)	319
Real estate investing	298
Income planning	285
Business exit / sale strategy	283
Business succession planning	274
General estate planning guidance	270
Social Security optimization	214
Equity compensation tax strategy	150
Concentrated stock management	136
Retirement withdrawal strategies	112
Multi-generational wealth transfer	105
Self-Employed	100
Divorce financial planning	94
Business ownership considerations	87
Financial Professional	63
General tax planning	58
Planning for children with special needs	51
Married/Couples/Partners	41
Divorced	36
Established Professionals	31
Factor investing / smart beta	27
Parents	25
Long-term care insurance	24
Tax strategies for small businesses	21
Debt management	19
Educators, Teachers, and Academics	19
Values-based investing	19
Intergenerational Families	18
Women Professionals	14
Retired	13
Doctor or Medical Professional	12
Roth conversion strategy	9
Business sale tax planning	8
Elder care planning	8
Life insurance needs analysis	8
Charitable giving tax strategies	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Family Business	6
Dentist	4
Liquidity event planning	4
Medicare planning	4
Stock option exercise strategy	3

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