Low Cost · Cleveland
Cheap Financial Advisors in Cleveland, OH — Best Prices
Compare financial advisors prices in Cleveland to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Cleveland, OH by verified customer ratings and review volume. The highest-rated is W.A. Smith Financial Group with a 4.8-star rating from 43 verified reviews. Also in the top tier: Transworld Business Advisors of Cleveland Metro and Reserve Investment Group. The average rating across all listed financial advisors in Cleveland is 4.7 stars from 8 reviews per business on average.
Financial advisors in Cleveland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
W.A. Smith Financial Group
5070 Waterford Dr, Elyria, OH 44035, USA
Transworld Business Advisors of Cleveland Metro
5005 Rockside Rd Suite 600, Independence, OH 44131, USA
Reserve Investment Group
1414 S Green Rd Suite 105, South Euclid, OH 44121, USA
Financial Advisors Rankings in Cleveland, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | W.A. Smith Financial Group5070 Waterford Dr, Elyria, OH 44035, USA | 4.8★ | 43 |
| #2 | Transworld Business Advisors of Cleveland Metro5005 Rockside Rd Suite 600, Independence, OH 44131, USA | 4.9★ | 27 |
| #3 | Reserve Investment Group1414 S Green Rd Suite 105, South Euclid, OH 44121, USA | 5.0★ | 15 |
| #4 | Cornerstone Wealth Management27366 Center Ridge Rd, Westlake, OH 44145, USA | 5.0★ | 5 |
| #5 | Cleveland Financial Group2001 Crocker Rd, Westlake, OH 44145, USA | 5.0★ | 2 |
| #6 | Beacon Financial Partners25825 Science Park Dr #110, Cleveland, OH 44122, USA | 5.0★ | 11 |
| #7 | ClearsteadE, 1100 Superior Ave #700, Cleveland, OH 44114, USA | 5.0★ | 2 |
| #8 | Baird Private Wealth Management200 Public Square Ste 1650, Cleveland, OH 44114, USA | 5.0★ | 2 |
| #9 | Journey Wealth Management, LLC (FSM Wealth Advisors, LLC)22901 Millcreek Blvd Suite 225, Cleveland, OH 44122, USA | 5.0★ | 2 |
| #10 | Lineweaver Financial Group9035 Sweet Valley Dr, Valley View, OH 44125, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Cleveland
Cornerstone Wealth Management
27366 Center Ridge Rd, Westlake, OH 44145, USA
Cleveland Financial Group
2001 Crocker Rd, Westlake, OH 44145, USA
Beacon Financial Partners
25825 Science Park Dr #110, Cleveland, OH 44122, USA
Clearstead
E, 1100 Superior Ave #700, Cleveland, OH 44114, USA
Baird Private Wealth Management
200 Public Square Ste 1650, Cleveland, OH 44114, USA
Journey Wealth Management, LLC (FSM Wealth Advisors, LLC)
22901 Millcreek Blvd Suite 225, Cleveland, OH 44122, USA
Lineweaver Financial Group
9035 Sweet Valley Dr, Valley View, OH 44125, USA
Skylight Financial Group
1956 Carter Rd Suite 200, Cleveland, OH 44113, USA
Hightower Signature Wealth
1350 Euclid Ave Suite 400, Cleveland, OH 44115, USA
Eric Tolbert & Associates - Ameriprise Financial Services, LLC
The Hanna Bldg, 1422 Euclid Ave #1564, Cleveland, OH 44115, USA
Firefly Wealth Management, LLC.
1468 W 9th St Suite #100, Cleveland, OH 44113, USA
Cleveland, OH Branch Office - UBS Financial Services Inc.
600 Superior Ave E 27th Floor, Cleveland, OH 44114, USA
Wells Fargo Advisors
950 Main Ave Suite 300, Cleveland, OH 44113, USA
Park Edge Advisors
2360 W 11th St, Cleveland, OH 44113, USA
Ruggiero Wealth Management - UBS Financial Services Inc.
600 Superior Ave E 27th Floor, Cleveland, OH 44114, USA
Equitable Advisors
1001 Lakeside Ave E #1650, Cleveland, OH 44114, USA
Oswald Financial Inc
950 Main Ave Suite 1400, Cleveland, OH 44113, USA
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Frequently Asked Questions — Financial Advisors in Cleveland
What is a fiduciary financial advisor and why does it matter in Cleveland?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Cleveland, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Cleveland?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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