Investment Firms in Cleveland To Consider

Selecting the right investment firm is a crucial move toward achieving lasting financial security. Whether you’re aiming to expand your portfolio, plan for retirement, or pursue new growth opportunities, partnering with a seasoned and dependable financial advisor can give you the confidence to navigate today’s evolving financial landscape.

For individuals and businesses in Cleveland, the firms featured below are known for providing personalized financial strategies, upholding fiduciary standards, and offering valuable insights shaped by a deep understanding of the local market.

Confiance

​Confiance, LLC is a boutique, fee-only Registered Investment Advisor (RIA) headquartered in Cleveland, Ohio. Founded in 2008 by Pamela Sandy, a Certified Financial Planner™ and Accredited Domestic Partnership Advisor, the firm specializes in personalized financial planning and wealth management services for individuals across the United States. Confiance emphasizes a client-centered approach, tailoring strategies to each client’s unique life circumstances and goals. ​

Address: 600 Superior Ave E, Cleveland, OH 44114

Phone: 18669878781

Email: [email protected]

Website: http://www.confiance-llc.com

The Private Trust Company

​The Private Trust Company, N.A. (PTC) is a nationally chartered trust bank and a wholly owned subsidiary of LPL Financial Holdings Inc., the largest independent broker-dealer in the U.S. Established in 1995, PTC specializes in trust administration and legacy planning services, operating across all 50 states.

Address: 1422 Euclid Ave # 1130, Cleveland, OH 44115

Phone: 18587795053

Email: [email protected]

Website: http://theprivatetrustcompany.com/

Fairport Wealth

​Fairport Wealth is a fee-only, fiduciary wealth management firm headquartered in Cleveland, Ohio, with additional offices in Chicago, Harrisburg, Princeton, Buffalo, and Cherry Hill. Serving over 2,000 families nationwide, the firm offers comprehensive financial planning and investment advisory services tailored to high-net-worth individuals, business owners, women executives, and those navigating significant life transitions. ​

Address: 1350 Euclid Ave Suite 400, Cleveland, OH 44115

Phone: 18002227459

Email: [email protected]

Website: https://fairportwealth.com/

LPL Financial

LPL Financial is the largest independent broker-dealer in the United States, providing comprehensive support to over 28,000 financial advisors and institutions nationwide. Founded in 1989 through the merger of Linsco and Private Ledger, LPL was established as an alternative to traditional Wall Street firms, emphasizing advisor independence and client-focused service. Headquartered in San Diego, California, with additional offices in Boston, Fort Mill, and Austin, the firm offers a wide range of services, including technology solutions, brokerage platforms, compliance services, and consultative practice management. As of 2023, LPL manages approximately $1.5 trillion in advisory and brokerage assets and employs around 8,400 individuals. The company’s mission centers on empowering financial professionals to build competitive businesses while serving their clients’ best interests. LPL Financial is a publicly traded company on the NASDAQ under the ticker symbol LPLA and is a member of FINRA and SIPC.

Address: 6659 Pearl Rd # 402, Cleveland, OH 44130

Phone: 14408425087

Email: [email protected]

Website: https://www.lpl.com/

Anfield Wealth Management

Anfield Wealth Management is an independent wealth management firm based in Cleveland, Ohio. They specialize in customized financial planning and investment management services for individuals and nonprofit organizations. Founded and led by Alex Doll, CFA, CFP®, the firm manages over $250 million in client assets. Anfield Wealth limits its client roster to a maximum of 50 families or organizations at a time, ensuring personalized, high-touch service for each client.

Address: 515 Euclid Ave Suite 1703, Cleveland, OH 44114

Phone: 13305923870

Email: [email protected]

Website: http://anfieldwealth.com/

Ancora

​Ancora Holdings Group LLC is a Cleveland-based wealth management and institutional asset management firm that provides customized financial solutions for individuals, businesses, and institutions. Founded in 2003, Ancora has grown into a boutique investment services firm with broad capabilities tailored to clients’ goals.

Address: 6060 Parkland Blvd #200, Cleveland, OH 44124

Phone: 12168254000

Email: [email protected]

Website: https://ancora.net/

MPE Partners

MPE Partners, also known as Morgenthaler Private Equity, is a private equity firm that specializes in lower middle market leveraged buyouts, recapitalizations, and build-up investments. Founded in 2012 by Peter Taft, Karen Tuleta, and Joe Machado, the firm operates independently from its predecessor, Morgenthaler, and is headquartered in Cleveland, Ohio, with an additional office in Boston, Massachusetts. MPE Partners focuses on partnering with entrepreneur- and family-owned businesses, as well as corporate divestitures, primarily within the high-value manufacturing and commercial & industrial services sectors. The firm’s investment criteria target companies with EBITDA between $8 million and $40 million, and it actively seeks add-on acquisitions globally to complement its platform investments. MPE Partners is committed to providing strategic, operational, and financial support to its portfolio companies, leveraging its extensive network and resources to drive long-term shareholder value.

Address: 600 Superior Ave East, Cleveland, OH 44114

Phone: 12164167500

Email: [email protected]

Website: http://www.mpepartners.com/

Foley Investment Management

​Foley & Lardner LLP is a prominent international law firm headquartered in Milwaukee, Wisconsin. Established in 1842, the firm has expanded to over 1,100 attorneys across 26 offices worldwide, including locations in the United States, Mexico, Europe, and Asia. ​Foley & Lardner operates 26 offices globally. In the United States, their offices are located in major cities such as Milwaukee, Chicago, New York, Washington D.C., Boston, Miami, and Los Angeles. Internationally, they have offices in Brussels, Belgium; Mexico City, Mexico; and Tokyo, Japan. ​

Address: 1801 E 9th St #1420, Cleveland, OH 44114

Phone: 12168611059

Email: [email protected]

Website: https://www.foley.com/fund-formation–investment-management/

McDonald Partners Financial Advisors

McDonald Partners is a trusted investment and wealth management boutique dedicated to creating hardworking financial strategies for individuals, families, and businesses. Headquartered at 1301 East 9th Street, Suite 3700, Cleveland, OH 44114, with additional offices in Michigan and Ohio, McDonald Partners blends a proven investment philosophy with a client-centered approach. Their team of seasoned advisors specializes in comprehensive financial planning, investment management, and retirement services, offering personalized solutions that evolve with clients’ needs and goals. Family and employee-owned, the firm is committed to principles of integrity, performance, and lasting partnerships, helping clients build and preserve their financial future. For those seeking a dedicated partner in navigating their financial journey, McDonald Partners stands ready to deliver clarity, confidence, and results. For more information or to schedule a consultation, visit mcdonald-partners.com.

Address: 1301 E 9th St #3700, Cleveland, OH 44114

Phone: 12169120567

Email: [email protected]

Website: http://www.mcdonald-partners.com/

Evolution Capital Partners LLC

Evolution Capital Partners is a dedicated private equity firm specializing in transforming small businesses into professionally managed organizations. Established in 2005 and headquartered at 1100 Superior Avenue East, Suite 1620, Cleveland, OH 44114, the firm partners with founder-led companies across the United States, providing the capital and strategic guidance necessary for sustainable growth. Through its proprietary Evolution Pro methodology, Evolution Capital Partners implements a structured approach focusing on accurate financial reporting, strategic planning, leadership alignment, team accountability, and scalable sales processes. This comprehensive strategy empowers small businesses to overcome growth barriers and achieve their full potential. With a commitment to hands-on collaboration and a track record of success, Evolution Capital Partners serves as a trusted ally for entrepreneurs aiming to elevate their businesses to new heights.

Address: 1100 Superior Ave #1620, Cleveland, OH 44114

Phone: 12165930402

Email: [email protected]

Website: http://www.evolutioncp.com/