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Investment Advisors in Elyria, OH: 2026 rankings

55 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Elyria: Upright, RFA Score 70/100; 4.7★ from 145 Google reviews; open 7 days a week.

  2. 4

    Most-reviewed: Brookside Tax & Financial Group, 105 Google reviews at 4.8★, the most of 55 ranked after Upright; ranked #4.

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

55 Elyria investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 55 rated firms.

Top 10 investment advisors in Elyria 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 investment advisors in Elyria at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Upright704.7★ (145)Cleveland, 24 mi awaySat · Sun · EveningsTop score
2JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company624.7★ (72)Avon, 7 mi away——
3Wells Fargo Advisors613.0★ (4)Westlake, 10 mi away——
4Brookside Tax & Financial Group614.8★ (105)Parma, 18 mi away—Most reviews
5Crescendo Finance614.3★ (3)Bay Village, 13 mi away——
6Wells Fargo Advisors614.5★ (8)Cleveland, 23 mi away——
7Victory Capital Management602.6★ (25)Brooklyn, 18 mi away——
8Legacy Wealth Holdings LLC604.0★ (4)Lakewood, 19 mi away——
9Aspire Investment Management595.0★ (10)Westlake, 11 mi away——
10Lazor Agency594.9★ (51)Medina, 20 mi away——

All 55 investment advisors in Elyria, 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 Elyria

    #1 Upright

    Based in Cleveland, 24 mi away

    70/100RFA Score

    Ranked #1 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

  5. #5 Crescendo Finance

    Based in Bay Village, 13 mi away

    61/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Investment company”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 11 AM–4 PM · Sat–Sun closed
    Address
    568 Red Oak Ln, Bay Village, OH 44140
    View profile for Crescendo Finance(440) 527-0672

  10. #10 Lazor Agency

    Based in Medina, 20 mi away

    59/100RFA Score

    Ranked #10 because of its Google rating and review volume: 4.9★ from 51 Google reviews.

    • 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

  11. #11 iPlanGroup

    Based in Westlake, 12 mi away

    58/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 40 Google reviews, listed on Google as “Financial institution”.

    • 4.4★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28011 Clemens Rd, Westlake, OH 44145
    View profile for iPlanGroup(855) 604-7526

  13. #13 Western & Southern Life

    Based in Amherst, 4 mi away

    57/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 13 Google reviews, listed on Google as “Life insurance agency”.

    • 4.4★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5078 Waterford Dr, Sheffield, OH 44035
    View profile for Western & Southern Life(800) 283-8462

  15. #15 Republic Finance

    Based in Avon Lake, 11 mi away

    57/100RFA Score

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

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    377 Lear Rd D, Avon Lake, OH 44012
    View profile for Republic Finance(440) 961-2238

  18. #18 PRO Financial Network

    Based in Westlake, 13 mi away

    56/100RFA Score

    Ranked #18 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

  20. #20 Golden Reserve

    Based in Amherst, 4 mi away

    56/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    5054 Waterford Dr Ste A, Sheffield, OH 44035
    View profile for Golden Reserve(216) 282-1055

  24. #24 Fidelity Investments

    Based in Westlake, 10 mi away

    55/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.4★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1800 Crocker Rd, Westlake, OH 44145
    View profile for Fidelity Investments(800) 418-6591

  25. #25 Afia Wealth Management

    Based in Westlake, 13 mi away

    54/100RFA Score

    Ranked #25 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 8:30 AM–6:30 PM · Tue–Wed 8:30 AM–5 PM · Thu 8:30 AM–6:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    24500 Center Ridge Rd Ste 115, Westlake, OH 44145
    View profile for Afia Wealth Management(440) 397-4188

Investment 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 55 ranked investment advisors here; the rest are on their profiles.

investment advisors in Elyria, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab543.8★ (13)10 mi
27ViewPoint Wealth Partners545.0★ (19)23 mi
28Edward Jones - Financial Advisor: Cam Caizzo, CFP®535.0★ (7)13 mi
29Advance Capital Management, Inc.535.0★ (4)24 mi
30Cornerstone Wealth Management535.0★ (5)11 mi
31Edward Jones - Financial Advisor: Mark Zickefoose, AAMS®535.0★ (3)6 mi
32Edward Jones - Financial Advisor: Steve Kulikowski, ABFP®|AAMS®535.0★ (7)16 mi
33Edward Jones - Financial Advisor: Dana A Banyasz, AAMS®535.0★ (5)12 mi
34Western & Southern Life524.2★ (19)23 mi
35Smart Tax & Accounting524.0★ (7)15 mi
36Edward Jones - Financial Advisor: Nick A Miranda, CFP®|CEPA®525.0★ (3)11 mi
37Edward Jones - Financial Advisor: Daniel T Trotter, CEPA®525.0★ (3)11 mi
38Edward Jones - Financial Advisor: Khory S Katz, CFP®|ChFC®|CEPA®525.0★ (3)11 mi
39Golden Reserve514.6★ (11)24 mi
40Edward Jones - Financial Advisor: Terry L Caudill515.0★ (3)13 mi
41Steven Shields - Financial Advisor, Ameriprise Financial Services, LLC515.0★ (7)22 mi
42Edward Jones - Financial Advisor: Paul Hoffman, ChFC®515.0★ (3)14 mi
43Edward Jones - Financial Advisor: Joseph F LiPuma, CEPA®515.0★ (3)15 mi
44Edward Jones - Financial Advisor: Brian A Kljun, CFP®|AAMS®515.0★ (3)15 mi
45Fifth Third Securities - Darin Kershner513.7★ (3)13 mi
46Skylight Financial Group504.1★ (9)23 mi
47Edward Jones - Financial Advisor: Jacob P Karnow, CFP®505.0★ (6)24 mi
48Copper Ridge Capital505.0★ (3)19 mi
49Strategic Wealth Partners, Ltd.505.0★ (5)24 mi
50Eric Tolbert & Associates - Ameriprise Financial Services, LLC505.0★ (5)24 mi

Also serving Elyria

20 more investment 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 investment advisors serving Elyria
BusinessGoogle ratingDistance
Berthel Fisher & CoIn Elyria
Couch Investment Management, LLCIn Elyria
Edward Jones - Financial Advisor: Kim Plzak, CEPA®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Lloyd Wright5.0★ (2)6 mi
Edward Jones - Financial Advisor: Matthew C Rhode5.0★ (2)16 mi
Edward Jones - Financial Advisor: Max SchmittleIn Elyria
Edward Jones - Financial Advisor: Raymond Loeser, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Ron Dziedziak, CFP®|CRPC™3.0★ (2)11 mi
Edward Jones - Financial Advisor: Serina M Lopez5.0★ (2)11 mi
Edward Jones - Financial Advisor: Tom Chaplin5.0★ (2)13 mi
Eric Wagner - WealthwaveIn Elyria
Fifth Third Securities - Eric Haddad3.0★ (2)14 mi
Great Lakes Benefits and Wealth Management5.0★ (1)In Elyria
Huntington Wealth ServiceIn Elyria
Janney Montgomery ScottIn Elyria
Merrill Lynch Wealth Management1.0★ (2)10 mi
Mutual of Omaha® Advisors - Great Lakes - ClevelandIn Elyria
Steven L Schippel Consulting, LLCIn Elyria
W.A. Smith Financial Group4.8★ (43)In Elyria
Wealth Management Associate - U.S. Bancorp Investments: Kristen LeiboltIn Elyria

How we ranked Elyria investment advisors

We scored 55 Elyria investment 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 Elyria 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Elyria: frequently asked questions

Which investment advisor has the highest RFA Score in Elyria?

By RFA Score, the highest-ranked investment advisor in Elyria, OH is Upright with an RFA Score of 70/100. It has 4.7★ from 145 Google reviews. It is open 7 days a week. JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company (#2) and Wells Fargo Advisors (#3) follow. We ranked 55 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Elyria?

RankedFinancialAdvisors ranks 55 investment advisors serving Elyria, OH. 3 of them are based in Elyria; 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 investment advisors in Elyria work on weekends?

5 of 55 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Upright (#1). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Elyria investment advisors have?

The median Google rating among 55 rated investment advisors in Elyria is 5.0★, with a median of 7 reviews. Upright has the most, 145 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Elyria count in this ranking?

Yes, if they are within 25 mi of the Elyria city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Elyria ranked?

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

How do I check an investment 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 investment advisor in Elyria 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 investment 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 Elyria

  1. November 2026: RFA Scores recalculated for 55 investment advisors serving Elyria.

More investment advisors and Elyria pages