10+ Years · Parma
Experienced Financial Advisors in Parma, OH
Experience matters. These financial advisors in Parma have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 15 financial advisors in Parma, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is LC Financial Group with a 5.0-star rating from 225 Google reviews and an RNM Score of 99/100. Also in the top tier: The Estate Planning Team, Inc. and Karma Financial. The average rating across all listed financial advisors in Parma is 4.8 stars from 27 reviews per business on average.
Financial advisors in Parma typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Parma, OH is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in Parma, consumers should consider factors like credentials, experience, and fee structures.
- ✓Parma has a range of financial advisory firms and independent advisors
- ✓Services include investment management, retirement planning, and wealth management
- ✓Consumers should research advisor credentials, experience, and fee structures
Best Overall
Brian Shreve
Brian Shreve stands out as a top-ranked advisor in Parma due to his consistent recognition for personalized financial planning and strong client relationships.
Most Reviewed
Ameriprise Financial Services, LLC
A high review count reflects widespread client trust and satisfaction, helping consumers gauge the firm's reliability and service quality.
When choosing a financial advisor in Parma, verify credentials and fee structures, and consider scheduling initial consultations with multiple firms to find the best fit for your specific financial goals.
How to Choose a Financial Advisor in Parma
What to look for
- • Certified Financial Planner (CFP) or other relevant certifications
- • Experience working with clients in the Parma, OH area
- • Fiduciary standard of care (putting client's interests first)
- • Clear fee structure and transparency around costs
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Parma, OH clients?
Red flags
- ⚠ Overly aggressive or high-pressure sales tactics
- ⚠ Lack of transparency around fees and conflicts of interest
- ⚠ Unwillingness to provide clear explanations or answer questions
In Ohio, financial advisors must be licensed as investment advisers or registered representatives. Verify their credentials and check for any disciplinary actions or complaints.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
27
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Parma’s top-rated financial advisor with a perfect 5.0 stars from 225 reviews.
5000 Rockside Rd STE 450, Independence, OH 44131, USA5.0 stars from 32 reviews, reflecting exceptional client satisfaction.
16600 W Sprague Rd Suite 285, Middleburg Heights, OH 44130, USAA highly rated Parma financial advisor with a 4.9-star average from 59 reviews.
1440 Rockside Rd #319, Parma, OH 44134, USAFinancial Advisors Rankings in Parma, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | LC Financial Group5000 Rockside Rd STE 450, Independence, OH 44131, USA | 5.0★ | 225 |
| #2 | The Estate Planning Team, Inc.16600 W Sprague Rd Suite 285, Middleburg Heights, OH 44130, USA | 5.0★ | 32 |
| #3 | Karma Financial1440 Rockside Rd #319, Parma, OH 44134, USA | 4.9★ | 59 |
| #4 | Strategic Wealth Partners, Ltd.5005 Rockside Rd # 1200, Independence, OH 44131, USA | 5.0★ | 1 |
| #5 | Brian Shreve7360 York Rd, Parma, OH 44130, USA | 5.0★ | 1 |
| #6 | Integrity Financial - Ameriprise Financial Services, LLC4401 Rockside Rd Suite 406, Independence, OH 44131, USA | 5.0★ | 1 |
| #7 | U.S. Bancorp Advisors - Financial Advisors: Parma5659 Broadview Rd, Parma, OH 44134, USA | — | — |
| #8 | Angela Monateri - Financial Advisor, Ameriprise Financial Services, LLC4141 Rockside Rd #105, Seven Hills, OH 44131, USA | 5.0★ | 1 |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Darrell Benjamin2075 Snow Rd, Parma, OH 44134, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Jacob P Karnow, CFP®5005 Rockside Rd Suite 960, Independence, OH 44131, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Parma
Consistently earns perfect 5.0-star ratings from its clients.
5005 Rockside Rd # 1200, Independence, OH 44131, USA
5.0-star rating from a handful of Google reviews reflects strong client satisfaction.
7360 York Rd, Parma, OH 44130, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
4401 Rockside Rd Suite 406, Independence, OH 44131, USA
This financial advisor currently has no Google reviews or ratings available.
5659 Broadview Rd, Parma, OH 44134, USA
Trusted Parma financial advisor with a flawless 5.0-star rating from clients.
4141 Rockside Rd #105, Seven Hills, OH 44131, USA
This financial advisor has no customer reviews yet to reference.
2075 Snow Rd, Parma, OH 44134, USA
Rated 5.0 stars from 6 reviews, this advisor offers trusted financial guidance.
5005 Rockside Rd Suite 960, Independence, OH 44131, USA
Parma financial advisor with a perfect 5.0-star rating from multiple reviews.
2 Summit Park Dr Ste 240, Independence, OH 44131, USA
Trusted local advisor with a strong 4.5-star rating from recent clients.
6650 Pearl Rd, Parma Heights, OH 44130, USA
Serves Parma with a 3.0-star rating based on 2 Google reviews.
1085 Rockside Rd, Parma, OH 44134, USA
Parma's top-rated financial advisor with a perfect 5.0-star score from 13 reviews.
4401 Rockside Rd #310, Independence, OH 44131, USA
Parma's top-rated financial advisor holds a perfect 5.0-star score from client reviews.
6100 Oak Tree Blvd South Suite 130, Independence, OH 44131, USA
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Financial Advisors in Parma, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | LC Financial Group | 99/100 | 5.0 ★ | 225 |
| 2 | The Estate Planning Team, Inc. | 89/100 | 5.0 ★ | 32 |
| 3 | Karma Financial | 82/100 | 4.9 ★ | 59 |
| 4 | Strategic Wealth Partners, Ltd. | 74/100 | 5.0 ★ | 1 |
| 5 | Brian Shreve | 74/100 | 5.0 ★ | 1 |
| 6 | Integrity Financial - Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 7 | U.S. Bancorp Advisors - Financial Advisors: Parma | 7/100 | — | 0 |
| 8 | Angela Monateri - Financial Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Darrell Benjamin | 15/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Jacob P Karnow, CFP® | 72/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Parma
What is a fiduciary financial advisor and why does it matter in Parma?
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 Parma, 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 Parma?
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: June 10, 2026.
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