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Financial Advisors in Painesville, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Painesville: Regano Financial Services, Inc., RFA Score 76/100; 5.0★ from 83 Google reviews.

  2. 2

    Most-reviewed: Advance Partners, 132 Google reviews at 4.8★, the most of 69 ranked; ranked #2.

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

69 Painesville financial advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 69 rated firms.

Top 10 financial advisors in Painesville 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 Painesville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Regano Financial Services, Inc.765.0★ (83)Mentor, 5 mi away—Top score
2Advance Partners724.8★ (132)Bedford Heights, 24 mi away—Most reviews
3Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®725.0★ (23)Mentor, 6 mi away——
4Zappitelli Financial Services724.3★ (43)Mentor, 4 mi away——
5Bankers Life704.8★ (75)Beachwood, 22 mi awaySat—
6Barbish Financial Group705.0★ (11)Eastlake, 3 mi away——
7Kimberley Sue Vitello: Primerica - Financial Services694.8★ (20)Willoughby, 11 mi away——
8TaxUS Financial LLC694.9★ (25)Euclid, 16 mi awaySat · Evenings—
9SD Capital695.0★ (38)Solon, 22 mi away——
10Danielle Acosta Realtor® and Investment Specialist694.9★ (35)Cleveland Heights, 21 mi awaySat—

All 69 financial advisors in Painesville, 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.

  2. #2 Advance Partners

    Based in Bedford Heights, 24 mi away

    72/100RFA Score

    Ranked #2 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

  3. #3 Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®

    Based in Mentor, 6 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7990 Sweetgum Trail, Mentor, OH 44060
    View profile for Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®(440) 589-7700

  5. #5 Bankers Life

    Based in Beachwood, 22 mi away

    70/100RFA Score

    Ranked #5 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

  6. #6 Barbish Financial Group

    Based in Eastlake, 3 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed 9 AM–4 PM · Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    View profile for Barbish Financial Group(440) 398-5352

  8. #8 TaxUS Financial LLC

    Based in Euclid, 16 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 25 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun closed
    Address
    24451 Lakeshore Blvd Ste 1709, Euclid, OH 44123
    View profile for TaxUS Financial LLC(440) 595-9500

  9. #9 SD Capital

    Based in Solon, 22 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    7227 Chagrin Rd Ste D, Chagrin Falls, OH 44023
    View profile for SD Capital(440) 561-6800

  11. #11 Lifeguard Financial

    Based in Mentor, 8 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 14 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    Address
    7536 Mentor Ave, Mentor, OH 44060
    View profile for Lifeguard Financial(440) 942-1936

  12. #12 Carver Financial Services

    Based in Mentor, 6 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 11 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–5 PM · Sat 8 AM–12 PM · Sun closed
    Address
    7473 Center St, Mentor, OH 44060
    View profile for Carver Financial Services(440) 974-0808

  14. #14 DeMell Wealth Management

    Based in Mentor, 5 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.9★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 8 AM–12 PM · Sun closed
    Address
    7985 Augusta Ln, Concord, OH 44077
    View profile for DeMell Wealth Management(440) 669-5249

  16. #16 Alpha Planning

    Based in Solon, 25 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    31005 Bainbridge Rd STE 6, Solon, OH 44139
    View profile for Alpha Planning(440) 519-0300

  19. #19 A.N.D. Direct

    Based in Beachwood, 22 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 12 PM–3 PM · Sun closed
    Address
    24331 Chagrin Blvd Ste 145, Beachwood, OH 44122
    View profile for A.N.D. Direct(440) 596-4289

  20. #20 Lyle & Associates CPA

    Based in Bedford Heights, 22 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 31 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    549 Washington St, Chagrin Falls, OH 44022
    View profile for Lyle & Associates CPA(440) 247-1178

  24. #24 Frank J. Legan

    Based in Cleveland, 19 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5885 Landerbrook Dr #200, Cleveland, OH 44124
    View profile for Frank J. Legan(440) 683-9213

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 69 ranked financial advisors here; the rest are on their profiles.

financial advisors in Painesville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Beacon Financial Partners655.0★ (11)22 mi
27Edward Jones - Financial Advisor: Eric C Ziegler655.0★ (3)9 mi
28Morin-Levine Financial Services655.0★ (4)12 mi
29Bank of America Financial Center654.0★ (9)17 mi
30A-Z Financial Consulting Service645.0★ (8)20 mi
31Santagata Fini LLC645.0★ (5)16 mi
32Edward Jones - Financial Advisor: Dale Braun645.0★ (9)22 mi
33Ryan Sullivan - Edelman Financial Engines644.9★ (9)22 mi
34Tyler-Stone Group645.0★ (9)23 mi
35M. Thomas Capital Management645.0★ (8)22 mi
36Signal Tree Financial Partners, LLC645.0★ (6)19 mi
37Bucholtz & Germo644.0★ (4)14 mi
38Bank of America Financial Center643.1★ (21)17 mi
39Otium Financial Planners645.0★ (3)14 mi
40Synergy One Lending644.9★ (29)In Painesville
41Michelle Bissler CPA, CFP®645.0★ (6)21 mi
42The Northcoast Wealth Management Group - Morgan Stanley634.1★ (9)21 mi
43Ancora633.2★ (11)19 mi
44Cleveland Certified Financial Advisors635.0★ (6)22 mi
45Lassiter Tax Service635.0★ (7)24 mi
46Painesville Credit Union-Painesville634.5★ (39)In Painesville
47Royal Financial Services LLC634.4★ (7)22 mi
48Sarit Zamir: Primerica - Financial Services635.0★ (3)16 mi
49Pepper Pike, OH Branch Office - UBS Financial Services Inc.635.0★ (5)22 mi
50Western Reserve Wealth Advisors635.0★ (5)22 mi

Also serving Painesville

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 Painesville
BusinessGoogle ratingDistance
Abundance Financial Group - ThriventIn Painesville
Caritas Financial Services5.0★ (2)13 mi
Comprehensive Financial Services5.0★ (2)12 mi
David Hamm - Prudential Financial5.0★ (2)11 mi
Edward Jones5.0★ (1)In Painesville
Edward Jones - Financial Advisor: Douglas M Bunker, AAMS®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Jim Redmond5.0★ (2)18 mi
Edward Jones - Financial Advisor: Kevin V CavanaghIn Painesville
Edward Jones - Financial Advisor: Matt Greenway5.0★ (1)In Painesville
Edward Jones - Financial Advisor: Steve Mrozek5.0★ (2)14 mi
Financial Aid3.0★ (2)9 mi
Foresters Financial Partners3.0★ (2)4 mi
Merrill Lynch Financial Advisor Robert Teren3.5★ (2)21 mi
Ridgevale Financial Planning4.0★ (1)In Painesville
Rob Lord - ThriventIn Painesville
Ronald Hollis Jr: Primerica - Financial Services5.0★ (2)18 mi
Salute Financial5.0★ (2)4 mi
Suttman Denholm Financial Group5.0★ (2)14 mi
Todd Financial Associates - ThriventIn Painesville
TTI HoldingsIn Painesville

How we ranked Painesville financial advisors

We scored 69 Painesville 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 Painesville 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 Painesville: frequently asked questions

Which financial advisor has the highest RFA Score in Painesville?

By RFA Score, the highest-ranked financial advisor in Painesville, OH is Regano Financial Services, Inc. with an RFA Score of 76/100. It has 5.0★ from 83 Google reviews. Advance Partners (#2) and Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP® (#3) follow. We ranked 69 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Painesville?

RankedFinancialAdvisors ranks 69 financial advisors serving Painesville, OH. 2 of them are based in Painesville; 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 Painesville work on weekends?

14 of 69 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Bankers Life (#5), TaxUS Financial LLC (#8) and Danielle Acosta Realtor® and Investment Specialist (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Painesville financial advisors have?

The median Google rating among 69 rated financial advisors in Painesville is 4.9★, with a median of 9 reviews. Advance Partners has the most, 132 reviews, and ranks #2. 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 Painesville count in this ranking?

Yes, if they are within 25 mi of the Painesville 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 Painesville 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 Painesville 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 Painesville

  1. November 2026: RFA Scores recalculated for 69 financial advisors serving Painesville.

More financial advisors and Painesville pages