Falists

Ohio · 5 advisers

Financial Advisors in Middleburg Heights, Ohio

Looking for a financial advisor in Middleburg Heights, Ohio? Falists indexes 5 SEC-registered and state-registered investment advisers in Middleburg Heights — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $510.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

4

Largest AUM

$510.8M

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning5Trusts3Retirement3Institutional3

Top advisors in Middleburg Heights

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

WS WEALTH MANAGEMENT, LLC

Middleburg Heights, OH

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

440-239-1911

Full profileNo website

More cities in Ohio

Cincinnati (129)Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Toledo (14)

Common questions

How many financial advisors are in Middleburg Heights, Ohio?
5 registered investment advisers are listed in our Middleburg Heights directory, sourced from public SEC filings.
What types of advisors are in Middleburg Heights?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Middleburg Heights?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.