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Same-Day Financial Advisors in Cleveland, OH
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Cleveland, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is W.A. Smith Financial Group with a 4.8-star rating from 43 Google reviews and an RNM Score of 75/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Transworld Business Advisors of Cleveland Metro
Specializes in business valuations and transitions, making it ideal for business owners seeking comprehensive advisory services.
Most Reviewed
Equitable Advisors
A high review count suggests a broad client base and proven reliability, helping new clients gauge credibility.
When choosing a financial advisor in Cleveland, consider whether you need personal wealth management or business advisory; check credentials and interview multiple firms to find the best fit for your goals.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by 43 clients with a 4.8-star average rating in Cleveland.
5070 Waterford Dr, Elyria, OH 44035, USA4.9 stars from 27 reviews, reflecting exceptional client satisfaction in Cleveland.
5005 Rockside Rd Suite 600, Independence, OH 44131, USA5.0-star rating from 15 Google reviews for trusted financial guidance in Cleveland.
1414 S Green Rd Suite 105, South Euclid, OH 44121, USAFinancial 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 | Lineweaver Financial Group9035 Sweet Valley Dr, Valley View, OH 44125, USA | 5.0★ | 12 |
| #5 | Cornerstone Wealth Management27366 Center Ridge Rd, Westlake, OH 44145, USA | 5.0★ | 5 |
| #6 | Beacon Financial Partners25825 Science Park Dr #110, Cleveland, OH 44122, USA | 5.0★ | 11 |
| #7 | Skylight Financial Group1956 Carter Rd Suite 200, Cleveland, OH 44113, USA | 4.1★ | 9 |
| #8 | Wells Fargo Advisors950 Main Ave Suite 300, Cleveland, OH 44113, USA | 4.5★ | 8 |
| #9 | Oswald Financial Inc950 Main Ave Suite 1400, Cleveland, OH 44113, USA | 3.0★ | 5 |
| #10 | Cleveland, OH Branch Office - UBS Financial Services Inc.600 Superior Ave E 27th Floor, Cleveland, OH 44114, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Cleveland
Highly rated Cleveland financial advisor with 5.0 stars from 12 reviews.
9035 Sweet Valley Dr, Valley View, OH 44125, USA
Exceptional 5.0-star rating from 5 Google reviews.
27366 Center Ridge Rd, Westlake, OH 44145, USA
Exceptional 5.0-star rating based on 11 Google reviews from Cleveland clients.
25825 Science Park Dr #110, Cleveland, OH 44122, USA
Known for solid client service with a 4.1-star rating from 9 reviews.
1956 Carter Rd Suite 200, Cleveland, OH 44113, USA
Trusted by clients with a strong 4.5-star rating from 8 reviews in Cleveland.
950 Main Ave Suite 300, Cleveland, OH 44113, USA
3.0 stars from 5 reviews, indicating mixed client feedback for this Cleveland advisor.
950 Main Ave Suite 1400, Cleveland, OH 44113, USA
Rated 5.0 stars from 3 Google reviews, this Cleveland financial advisor is highly regarded.
600 Superior Ave E 27th Floor, Cleveland, OH 44114, USA
A trusted local advisor with a perfect 5.0-star rating from satisfied clients in Cleveland.
200 Public Square Ste 1650, Cleveland, OH 44114, USA
Rated 5.0 stars from 2 Google reviews for financial guidance in Cleveland.
22901 Millcreek Blvd Suite 225, Cleveland, OH 44122, USA
Rated 5.0 stars from two glowing Google reviews.
E, 1100 Superior Ave #700, Cleveland, OH 44114, USA
Offering financial planning in Cleveland, with a 3.0-star rating from 2 reviews.
2360 W 11th St, Cleveland, OH 44113, USA
Earns a perfect 5.0-star rating from its first Google reviews.
1001 Lakeside Ave E #1650, Cleveland, OH 44114, USA
Top-rated Cleveland financial advisor with a perfect 5.0-star rating from clients.
600 Superior Ave E 27th Floor, Cleveland, OH 44114, USA
A Cleveland financial advisor with no customer reviews yet on Google.
1350 Euclid Ave Suite 400, Cleveland, OH 44115, USA
Exceptional 5.0-star rating from 2 reviews for financial advising in Cleveland.
2001 Crocker Rd, Westlake, OH 44145, USA
Exceptional 5.0-star rating based on 5 Google reviews from local clients.
The Hanna Bldg, 1422 Euclid Ave #1564, Cleveland, OH 44115, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
1468 W 9th St Suite #100, Cleveland, OH 44113, USA
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Financial Advisors in Cleveland, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | W.A. Smith Financial Group | 75/100 | 4.8 ★ | 43 |
| 2 | Transworld Business Advisors of Cleveland Metro | 75/100 | 4.9 ★ | 27 |
| 3 | Reserve Investment Group | 73/100 | 5.0 ★ | 15 |
| 4 | Lineweaver Financial Group | 72/100 | 5.0 ★ | 12 |
| 5 | Cornerstone Wealth Management | 68/100 | 5.0 ★ | 5 |
| 6 | Beacon Financial Partners | 72/100 | 5.0 ★ | 11 |
| 7 | Skylight Financial Group | 56/100 | 4.1 ★ | 9 |
| 8 | Wells Fargo Advisors | 62/100 | 4.5 ★ | 8 |
| 9 | Oswald Financial Inc | 34/100 | 3.0 ★ | 5 |
| 10 | Cleveland, OH Branch Office - UBS Financial Services Inc. | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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