Top Picks · Lakewood
Best Financial Advisors in Lakewood, OH
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Lakewood, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Zingale & Associates with a 5.0-star rating from 160 Google reviews and an RNM Score of 98/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®
This business stands out as the top-ranked advisor due to its combination of CFP® credentials, comprehensive wealth management services, and strong local reputation in Lakewood.
Most Reviewed
Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®
A high review count indicates broad client trust and consistent service quality, which is critical when selecting a financial advisor.
When choosing a financial advisor in Lakewood, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
17
Businesses listed
4.6★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by 160 clients, this Lakewood advisor holds a flawless 5.0-star rating.
13400 Madison Ave Unit B, Lakewood, OH 44107, USAConsistently earns a perfect 5.0-star rating from dozens of client reviews.
Parkway, Crossings Pkwy A, Westlake, OH 44145, USAExceptional 5.0-star rating from 23 Google reviews in Lakewood, OH.
7990 Sweetgum Trail, Mentor, OH 44060, USAFinancial 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 | Morgan Stanley Financial Advisors159 Crocker Park Blvd Ste 460, Westlake, OH 44145, USA | 1.0★ | 1 |
| #5 | Roger Baranovic - Edelman Financial Engines3201 Enterprise Parkwy # 450, Beachwood, OH 44122, USA | 4.9★ | 13 |
| #6 | Copper Ridge Capital1625 Waterbury Rd, Lakewood, OH 44107, USA | 5.0★ | 3 |
| #7 | HFS Wealth Advisors3866 Brecksville Rd, Richfield, OH 44286, USA | 5.0★ | 2 |
| #8 | AXA Advisors16300 Delaware Ave, Lakewood, OH 44107, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Robert S Skerda Jr, AAMS®14701 Detroit Ave Suite 535, Lakewood, OH 44107, USA | — | — |
| #10 | CapWell Financial Advisors159 Crocker Park Blvd Ste 330, Westlake, OH 44145, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lakewood
One star rating based on a single Google review.
159 Crocker Park Blvd Ste 460, Westlake, OH 44145, USA
Trusted by 13 clients with a near-perfect 4.9-star rating.
3201 Enterprise Parkwy # 450, Beachwood, OH 44122, USA
Rated 5.0 stars from 3 reviews, offering trusted financial guidance in Lakewood.
1625 Waterbury Rd, Lakewood, OH 44107, USA
Trusted by clients with a perfect 5.0-star rating from 2 reviews.
3866 Brecksville Rd, Richfield, OH 44286, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
16300 Delaware Ave, Lakewood, OH 44107, USA
A Lakewood financial advisor with no customer reviews yet to reference.
14701 Detroit Ave Suite 535, Lakewood, OH 44107, USA
This financial advisor has no online ratings or reviews yet.
159 Crocker Park Blvd Ste 330, Westlake, OH 44145, USA
Consistently rated 4.7 stars across a handful of Google reviews.
14900 Detroit Ave STE 205, Lakewood, OH 44107, USA
Rated 5.0 stars from 2 reviews, consistently earning top marks from clients.
19035 Old Detroit Rd # 205, Rocky River, OH 44116, USA
5.0-star rating from 2 Google reviews highlights exceptional client satisfaction.
2150 W 117th St #1176, Cleveland, OH 44111, USA
A new financial advisor in Lakewood, OH, with no client reviews yet.
14701 Detroit Ave Suite 535, Lakewood, OH 44107, USA
A Lakewood financial advisor with no customer reviews yet to reference.
159 Crocker Park Blvd, Westlake, OH 44145, USA
Rated 4.0 stars from 4 Google reviews, offering trusted financial guidance.
13443 Detroit Ave, Lakewood, OH 44107, USA
Proudly rated 5.0 stars from 2 Google reviews by local clients.
20148 Detroit Rd, Rocky River, OH 44116, USA
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Financial Advisors in Lakewood, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Zingale & Associates | 98/100 | 5.0 ★ | 160 |
| 2 | Lakeview Wealth Management | 86/100 | 5.0 ★ | 17 |
| 3 | Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP® | 76/100 | 5.0 ★ | 23 |
| 4 | Morgan Stanley Financial Advisors | 14/100 | 1.0 ★ | 1 |
| 5 | Roger Baranovic - Edelman Financial Engines | 71/100 | 4.9 ★ | 13 |
| 6 | Copper Ridge Capital | 66/100 | 5.0 ★ | 3 |
| 7 | HFS Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 8 | AXA Advisors | 62/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Robert S Skerda Jr, AAMS® | 3/100 | — | 0 |
| 10 | CapWell Financial Advisors | 3/100 | — | 0 |
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 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: July 4, 2026.
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