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Financial Advisors in Shaker Heights, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Shaker Heights: Mutual of Omaha Mortgage, RFA Score 74/100; 4.9★ from 441 Google reviews.

  2. 3

    Most-reviewed: Advanced Dealer Solutions, 325 Google reviews at 5.0★, the most of 228 ranked after Mutual of Omaha Mortgage; ranked #3.

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

228 Shaker Heights financial advisors are ranked here by RFA Score, from eight published factors. 30 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.9★ across 228 rated firms.

Most of this list also appears on the Financial advisors in Cleveland ranking. See Financial advisors in Cleveland

Top 10 financial advisors in Shaker Heights 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 Shaker Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage744.9★ (441)Seven Hills, 8 mi away—Top score
2Advance Partners724.8★ (132)Bedford Heights, 2 mi away——
3Advanced Dealer Solutions725.0★ (325)Brecksville, 15 mi away—Most reviews
4Zingale & Associates715.0★ (181)Lakewood, 13 mi away——
5Bankers Life714.8★ (75)Beachwood, 2 mi awaySat—
6Upright704.7★ (145)Cleveland, 8 mi awaySat · Sun · Evenings—
7Danielle Acosta Realtor® and Investment Specialist694.9★ (35)Cleveland Heights, 3 mi awaySat—
8Pathways Financial Credit Union - Seven Hills694.8★ (86)Seven Hills, 11 mi away——
9Ronald Hollis: Primerica - Financial Services694.9★ (30)Beachwood, 3 mi away——
10KRI Partners695.0★ (54)Brecksville, 10 mi away——

All 228 financial advisors in Shaker Heights, 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 Shaker Heights

    #1 Mutual of Omaha Mortgage

    Based in Seven Hills, 8 mi away

    74/100RFA 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

  2. #2 Advance Partners

    Based in Bedford Heights, 2 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

  4. #4 Zingale & Associates

    Based in Lakewood, 13 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 Bankers Life

    Based in Beachwood, 2 mi away

    71/100RFA 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 Upright

    Based in Cleveland, 8 mi away

    70/100RFA Score

    Ranked #6 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

  10. #10 KRI Partners

    Based in Brecksville, 10 mi away

    69/100RFA Score

    Ranked #10 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

  11. #11 Fitzstock Charts LLC

    Based in Brecksville, 12 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

  12. #12 Lineweaver Financial Group

    Based in Brecksville, 7 mi away

    68/100RFA Score

    Ranked #12 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

  14. #14 Tempo Wealth, LLC.

    Based in Brecksville, 8 mi away

    68/100RFA Score

    Ranked #14 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

  15. #15 SD Capital

    Based in Solon, 9 mi away

    68/100RFA Score

    Ranked #15 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

  16. #16 A.N.D. Direct

    Based in Beachwood, 2 mi away

    68/100RFA Score

    Ranked #16 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

  18. #18 Alpha Planning

    Based in Solon, 7 mi away

    68/100RFA Score

    Ranked #18 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 Marko Tax & Financial Services

    Based in Solon, 8 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Tue 11 AM–8 PM · Wed 11 AM–4 PM · Thu 11 AM–8 PM · Fri 11 AM–4 PM · Sat 10 AM–2 PM · Sun closed
    Address
    33595 Bainbridge Rd #200c, Solon, OH 44139
    View profile for Marko Tax & Financial Services(440) 439-3193

  24. #24 Tyler-Stone Group

    Based in Beachwood, 1 mi away

    67/100RFA 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 9 AM–5 PM · Sat–Sun closed
    Address
    3601 S Green Rd, Beachwood, OH 44122
    View profile for Tyler-Stone Group(216) 295-0945

  25. #25 TaxUS Financial LLC

    Based in Euclid, 10 mi away

    66/100RFA Score

    Ranked #25 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

How we ranked Shaker Heights financial advisors

We scored 228 Shaker Heights 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 Shaker Heights 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 Shaker Heights: frequently asked questions

Which financial advisor has the highest RFA Score in Shaker Heights?

By RFA Score, the highest-ranked financial advisor in Shaker Heights, OH is Mutual of Omaha Mortgage with an RFA Score of 74/100. It has 4.9★ from 441 Google reviews. Advance Partners (#2) and Advanced Dealer Solutions (#3) follow. We ranked 228 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Shaker Heights?

RankedFinancialAdvisors ranks 228 financial advisors serving Shaker Heights, OH. Counts are as of November 2026.

Which financial advisors in Shaker Heights work on weekends?

30 of 228 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Bankers Life (#5), Upright (#6) and Danielle Acosta Realtor® and Investment Specialist (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Shaker Heights financial advisors have?

The median Google rating among 228 rated financial advisors in Shaker Heights 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 Shaker Heights count in this ranking?

Yes, if they are within 25 mi of the Shaker Heights 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 Shaker Heights 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 Shaker Heights 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 Shaker Heights

  1. November 2026: RFA Scores recalculated for 228 financial advisors serving Shaker Heights.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Shaker Heights pages