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Fidelon
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Market Standing · 2026

The most transparent firms in Cleveland.

288 scored firmsTop 10 recognizedfidelon.com/markets/cleveland-oh
1IA-only—92.5Arank within Top 10; below the 80 standard
2IA-only—91Arank within Top 10; below the 80 standard
3IA-only$8.7M91ARecognized · Top 10
4IA-only$7.6M91ARecognized · Top 10
5IA-only—90.8Arank within Top 10; below the 80 standard
6
Cbs Funding
CRD 158408
IA-only$70.5M90.8ARecognized · Top 10
7IA-only—90.6Arank within Top 10; below the 80 standard
8IA-only—90.6Arank within Top 10; below the 80 standard
9IA-only$1.6M90.6ARecognized · Top 10
10IA-only—90.4Arank within Top 10; below the 80 standard
11IA-only$81.3M90.4A—
12IA-only$93.5M90.3A—
13IA-only$210M90.1A—
14IA-only$273K90.1A—
15IA-only—90A—
16IA-only$33.5M89.8A—
17IA-only$563M89.8A—
18IA-only$146M89.7A—
19IA-only$60.1M89.6A—
20IA-only$82M89.5A—
21IA-only$5.8M89.5A—
22IA-only—89.4A—
23IA-only$5.1M89.3A—
24IA-only—89.2A—
25IA-only—89.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Cleveland

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    LAUREN RICH FINE
    BEATRICE ADVISORS LP · Cleveland, OH
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  2. 2
    JOSEPH QUERY
    INDEPENDENCE WEALTH ADVISORS, LLC · Independence, OH
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  3. 3
    JAMES ALAN BLUE II
    PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. · Solon, OH
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  4. 4
    MOLLY BERNET BALUNEK
    ENDEAVOR WEALTH ADVISORS, LLC · Pepper Pike, OH
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  5. 5
    KATHLEEN K. CHAPMAN
    RIDGE CREEK GLOBAL, INC. · Strongsville, OH
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  6. 6
    WILLIAM N. CHAPMAN
    RIDGE CREEK GLOBAL, INC. · Strongsville, OH
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  7. 7
    MICHAEL WAYNE KELLEY II
    CORNERSTONE WEALTH MANAGEMENT · Westlake, OH
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  8. 8
    KARA LYNN DOWNING
    ENDEAVOR WEALTH ADVISORS, LLC · Pepper Pike, OH
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  9. 9
    GEORGE BYRON CHAPMAN III
    CHAPMAN & CHAPMAN ADVISORS LLC · Chagrin Falls, OH
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  10. 10
    Michael Ryan Baker
    JOURNEY WEALTH MANAGEMENT · Cleveland, OH
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