Local Pros · Lakewood
Local Financial Advisors in Lakewood, OH
Locally owned and operated financial advisors serving Lakewood and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Lakewood, OH by verified customer ratings and review volume. The highest-rated is Zingale & Associates with a 5.0-star rating from 160 verified reviews. Also in the top tier: Lakeview Wealth Management and Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®. The average rating across all listed financial advisors in Lakewood is 4.6 stars from 18 reviews per business on average.
Financial advisors in Lakewood 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
17
Businesses listed
4.6★
Avg rating
18
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Zingale & Associates
13400 Madison Ave Unit B, Lakewood, OH 44107, USA
Lakeview Wealth Management
Parkway, Crossings Pkwy A, Westlake, OH 44145, USA
Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®
7990 Sweetgum Trail, Mentor, OH 44060, USA
Financial Advisors Rankings in Lakewood, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Zingale & Associates13400 Madison Ave Unit B, Lakewood, OH 44107, USA | 5.0★ | 160 |
| #2 | Lakeview Wealth ManagementParkway, Crossings Pkwy A, Westlake, OH 44145, USA | 5.0★ | 17 |
| #3 | Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®7990 Sweetgum Trail, Mentor, OH 44060, USA | 5.0★ | 23 |
| #4 | Roger Baranovic - Edelman Financial Engines3201 Enterprise Parkwy # 450, Beachwood, OH 44122, USA | 4.9★ | 13 |
| #5 | Copper Ridge Capital1625 Waterbury Rd, Lakewood, OH 44107, USA | 5.0★ | 3 |
| #6 | AXA Advisors16300 Delaware Ave, Lakewood, OH 44107, USA | 5.0★ | 1 |
| #7 | Vitou Financial Services20148 Detroit Rd, Rocky River, OH 44116, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Robert S Skerda Jr, AAMS®14701 Detroit Ave Suite 535, Lakewood, OH 44107, USA | — | — |
| #9 | CapWell Financial Advisors159 Crocker Park Blvd Ste 330, Westlake, OH 44145, USA | — | — |
| #10 | HFS Wealth Advisors3866 Brecksville Rd, Richfield, OH 44286, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lakewood
Roger Baranovic - Edelman Financial Engines
3201 Enterprise Parkwy # 450, Beachwood, OH 44122, USA
Copper Ridge Capital
1625 Waterbury Rd, Lakewood, OH 44107, USA
AXA Advisors
16300 Delaware Ave, Lakewood, OH 44107, USA
Vitou Financial Services
20148 Detroit Rd, Rocky River, OH 44116, USA
Edward Jones - Financial Advisor: Robert S Skerda Jr, AAMS®
14701 Detroit Ave Suite 535, Lakewood, OH 44107, USA
CapWell Financial Advisors
159 Crocker Park Blvd Ste 330, Westlake, OH 44145, USA
HFS Wealth Advisors
3866 Brecksville Rd, Richfield, OH 44286, USA
Sherri Banta Group Rocky River
19035 Old Detroit Rd # 205, Rocky River, OH 44116, USA
Legacy Wealth Holdings LLC
13443 Detroit Ave, Lakewood, OH 44107, USA
John Witri: Primerica - Financial Services
14900 Detroit Ave STE 205, Lakewood, OH 44107, USA
Elevate Financial Consulting
2150 W 117th St #1176, Cleveland, OH 44111, USA
Edward Jones - Financial Advisor: Stephanie Flask, ABFP®|AAMS®
14701 Detroit Ave Suite 535, Lakewood, OH 44107, USA
Morgan Stanley Financial Advisors
159 Crocker Park Blvd Ste 460, Westlake, OH 44145, USA
Merrill Lynch Financial Advisor Matthew Meyer
159 Crocker Park Blvd, Westlake, OH 44145, USA
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Frequently Asked Questions — Financial Advisors in Lakewood
What is a fiduciary financial advisor and why does it matter in Lakewood?
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 Lakewood, 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 Lakewood?
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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