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Financial Advisors in Berea, OH: 2026 rankings

229 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Berea: Mutual of Omaha Mortgage, RFA Score 73/100; 4.9★ from 441 Google reviews.

  2. 2

    Most-reviewed: Advanced Dealer Solutions, 325 Google reviews at 5.0★, the most of 229 ranked after Mutual of Omaha Mortgage; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

229 Berea financial advisors are ranked here by RFA Score, from eight published factors. 26 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 229 rated firms.

Top 10 financial advisors in Berea at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Berea at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage734.9★ (441)Seven Hills, 10 mi away—Top score
2Advanced Dealer Solutions725.0★ (325)Brecksville, 14 mi away—Most reviews
3Zingale & Associates725.0★ (181)Lakewood, 9 mi away——
4Turney Income Tax/DWR Financial LLC724.9★ (66)Berea——
5Brookside Tax & Financial Group714.8★ (105)Parma, 5 mi away——
6The Estate Planning Team, Inc.705.0★ (35)Middleburg Heights, 2 mi away——
7Pathways Financial Credit Union - Seven Hills694.8★ (86)Seven Hills, 9 mi away——
8Upright694.7★ (145)Cleveland, 13 mi awaySat · Sun · Evenings—
9Theory Federal Credit Union (North Olmsted Branch)695.0★ (34)North Olmsted, 6 mi away——
10Intentional Divorce Solutions694.7★ (37)Middleburg Heights, 3 mi away——

All 229 financial advisors in Berea, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Berea

    #1 Mutual of Omaha Mortgage

    Based in Seven Hills, 10 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 441 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 441 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    5800 Lombardo Center, Seven Hills, OH 44131
    View profile for Mutual of Omaha Mortgage(216) 239-1263

  3. #3 Zingale & Associates

    Based in Lakewood, 9 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 181 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13400 Madison Ave Unit B, Lakewood, OH 44107
    View profile for Zingale & Associates(216) 677-8207

  8. #8 Upright

    Based in Cleveland, 13 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 145 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 145 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1300 E 9th St Ste 800, Cleveland, OH 44114
    View profile for Upright(646) 895-6090

  11. #11 Fitzstock Charts LLC

    Based in Brecksville, 13 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    1 Community Dr d, Brecksville, OH 44141
    View profile for Fitzstock Charts LLC

  14. #14 Advance Partners

    Based in Bedford Heights, 18 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 132 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 132 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    23000 Millcreek Blvd #200, Highland Hills, OH 44122
    View profile for Advance Partners(216) 831-8900

  15. #15 Tempo Wealth, LLC.

    Based in Brecksville, 11 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6133 Rockside Rd Bldg 2, Suite 400, Independence, OH 44131
    View profile for Tempo Wealth, LLC.(440) 568-3676

  16. #16 KRI Partners

    Based in Brecksville, 17 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9821 Olde 8 Rd E, Northfield, OH 44067
    View profile for KRI Partners(330) 467-1985

  18. #18 Lineweaver Financial Group

    Based in Brecksville, 12 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    9035 Sweet Valley Dr, Valley View, OH 44125
    View profile for Lineweaver Financial Group(216) 520-1711

  19. #19 Lazor Agency

    Based in Medina, 15 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    404 N Court St, Medina, OH 44256
    View profile for Lazor Agency(330) 722-4444

  21. #21 Ta-Check Financial

    Based in Strongsville, 2 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 24 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    7979 Pearl Rd, Strongsville, OH 44136
    View profile for Ta-Check Financial(440) 891-1200

  23. #23 Bankers Life

    Based in Beachwood, 20 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    25101 Chagrin Blvd Ste 170, Beachwood, OH 44122
    View profile for Bankers Life(216) 360-8000

  24. #24 PRO Financial Network

    Based in Westlake, 8 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    24930 Detroit Rd, Westlake, OH 44145
    View profile for PRO Financial Network(440) 871-3067

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 229 ranked financial advisors here; the rest are on their profiles.

financial advisors in Berea, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Elios Financial Group, Inc.664.5★ (21)7 mi
27ViewPoint Wealth Partners665.0★ (19)10 mi
28Edward Jones - Financial Advisor: Steve Kulikowski, ABFP®|AAMS®665.0★ (7)3 mi
29Fairpoint Wealth Management665.0★ (5)In Berea
30Bank of America Financial Center664.3★ (40)9 mi
31Edward Jones - Financial Advisor: Cam Caizzo, CFP®665.0★ (7)3 mi
32Zayti & Asscoiates664.9★ (13)8 mi
33Gerst Tax & Financial Services654.0★ (26)5 mi
34Bank of America (with Drive-thru ATM)653.9★ (29)5 mi
35CB Tax and Accounting654.6★ (18)9 mi
36Afia Wealth Management655.0★ (9)7 mi
37Prosperity Capital Advisors654.8★ (13)9 mi
38KOLER FINANCIAL GROUP654.9★ (7)5 mi
39Miranda S Sullivan: Primerica - Financial Services655.0★ (24)16 mi
40Danielle Acosta Realtor® and Investment Specialist654.9★ (35)19 mi
41Aspire Investment Management655.0★ (10)8 mi
42Bank of America (with Drive-thru ATM)653.9★ (38)7 mi
43Retirement Protection Solutions655.0★ (9)8 mi
44Statz & Associates General Agency655.0★ (18)14 mi
45Szarka Financial654.5★ (8)6 mi
46Lee Hyder and Associates655.0★ (42)23 mi
47Edelman Financial Engines655.0★ (8)8 mi
48W.A. Smith Financial Group654.4★ (19)11 mi
49Ta-Check Financial654.4★ (7)5 mi
50Scott James Tinter: Primerica - Financial Services645.0★ (5)5 mi

Also serving Berea

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Berea
BusinessGoogle ratingDistance
Best Tax & Accounting5.0★ (2)3 mi
Christopher Hirz - ThriventIn Berea
David Gardner - ThriventIn Berea
Dijit FinancialIn Berea
Edward Jones - Financial Advisor: Matthew C Rhode5.0★ (2)6 mi
Edward Jones - Financial Advisor: Serina M Lopez5.0★ (2)4 mi
Fifth Third Preferred - Andrew TimkoIn Berea
Fifth Third Securities - Eric Haddad3.0★ (2)5 mi
Financial Guidance Group5.0★ (1)In Berea
Hamel Advisory Services LLC4.5★ (2)4 mi
Jonathan Bundy - ThriventIn Berea
Jonathan Wilterdink - ThriventIn Berea
Kiplinger & Co CPAs LLC5.0★ (2)4 mi
Nicole E Brewer & Crew5.0★ (1)In Berea
Parkhurst Financial Services, Inc.5.0★ (2)3 mi
Plum Creek Wealth AdvisorsIn Berea
Prudential | Randy Richards | Life Insurance & AnnuitiesIn Berea
Rockport Wealth Advisors5.0★ (2)4 mi
Timothy Regan - ThriventIn Berea
WestPoint Wealth ManagementIn Berea

How we ranked Berea financial advisors

We scored 229 Berea financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Berea data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Berea: frequently asked questions

Which financial advisor has the highest RFA Score in Berea?

By RFA Score, the highest-ranked financial advisor in Berea, OH is Mutual of Omaha Mortgage with an RFA Score of 73/100. It has 4.9★ from 441 Google reviews. Advanced Dealer Solutions (#2) and Zingale & Associates (#3) follow. We ranked 229 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Berea?

RankedFinancialAdvisors ranks 229 financial advisors serving Berea, OH. 2 of them are based in Berea; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Berea work on weekends?

26 of 229 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Upright (#8) and Bankers Life (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Berea financial advisors have?

The median Google rating among 229 rated financial advisors in Berea is 4.9★, with a median of 9 reviews. Mutual of Omaha Mortgage has the most, 441 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Berea count in this ranking?

Yes, if they are within 25 mi of the Berea city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Berea ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Berea a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Berea

  1. November 2026: RFA Scores recalculated for 229 financial advisors serving Berea.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Berea pages