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Investment Advisors in Solon, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Solon: KRI Partners, RFA Score 72/100; 5.0★ from 54 Google reviews.

  2. 12

    Most-reviewed: Smartland, 592 Google reviews at 4.5★, the most of 79 ranked; ranked #12.

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

79 Solon investment advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 79 rated firms.

Top 10 investment advisors in Solon 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 Solon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1KRI Partners725.0★ (54)Brecksville, 7 mi away—Top score
2Fitzstock Charts LLC715.0★ (57)Brecksville, 11 mi away——
3Upright704.7★ (145)Cleveland, 15 mi awaySat · Sun · Evenings—
4Danielle Acosta Realtor® and Investment Specialist694.9★ (35)Cleveland Heights, 11 mi awaySat—
5Wells Fargo Advisors653.5★ (8)Beachwood, 5 mi away——
6Ancora643.2★ (11)Cleveland, 8 mi away——
7Wells Fargo Advisors634.5★ (8)Cleveland, 16 mi away——
8Broadleaf Partners LLC635.0★ (3)Hudson, 10 mi away——
9Wells Fargo Advisors634.0★ (5)Hudson, 13 mi away——
10VectorVest, Inc.635.0★ (8)Copley, 20 mi away——

All 79 investment advisors in Solon, 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 Solon

    #1 KRI Partners

    Based in Brecksville, 7 mi away

    72/100RFA Score

    Ranked #1 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

  2. #2 Fitzstock Charts LLC

    Based in Brecksville, 11 mi away

    71/100RFA Score

    Ranked #2 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

  3. #3 Upright

    Based in Cleveland, 15 mi away

    70/100RFA Score

    Ranked #3 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

  6. #6 Ancora

    Based in Cleveland, 8 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.2★ from 11 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6060 Parkland Blvd #200, Cleveland, OH 44124
    View profile for Ancora(216) 825-4000

  10. #10 VectorVest, Inc.

    Based in Copley, 20 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2650 W Market St #1A, Fairlawn, OH 44333
    View profile for VectorVest, Inc.(330) 867-2814

  11. #11 Paramount Property Investments

    Based in Cuyahoga Falls, 18 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Sat 8 AM–7 PM · Sun closed
    Address
    141 Broad Blvd #111, Cuyahoga Falls, OH 44221
    View profile for Paramount Property Investments

  12. #12 Smartland

    Based in Eastlake, 17 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and review volume: 4.5★ from 592 Google reviews, the most in Solon.

    • 4.5★ from 592 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    35350 Curtis Blvd, Eastlake, OH 44095
    View profile for Smartland(440) 374-8403

  19. #19 Crescendo Finance

    Based in Bay Village, 25 mi away

    59/100RFA Score

    Ranked #19 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

  23. #23 ViewPoint Wealth Partners

    Based in Brecksville, 11 mi away

    57/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    4401 Rockside Rd #310, Independence, OH 44131
    View profile for ViewPoint Wealth Partners(216) 447-1470

  24. #24 Gateway Financial, LLC

    Based in Brecksville, 7 mi away

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9821 Olde 8 Rd M, Northfield, OH 44067
    View profile for Gateway Financial, LLC(844) 592-9888

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

investment advisors in Solon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Dale Braun575.0★ (9)6 mi
27Ryan Sullivan - Edelman Financial Engines574.9★ (9)6 mi
28Edward Jones - Financial Advisor: Mark P Kautzman565.0★ (3)In Solon
29Mayfield Financial Services564.6★ (10)8 mi
30The Northcoast Wealth Management Group - Morgan Stanley564.1★ (9)5 mi
31Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®565.0★ (23)20 mi
32Golden Reserve554.6★ (11)11 mi
33Western & Southern Life554.2★ (19)12 mi
34Fidelity Investments553.6★ (10)5 mi
35Smith Financial Services, Inc.553.9★ (11)7 mi
36Charles Schwab553.1★ (15)5 mi
37Becerra Investment Group LLC555.0★ (25)24 mi
38Western & Southern Life554.4★ (22)17 mi
39Merrill Lynch Wealth Management554.7★ (3)5 mi
40Golden Reserve543.8★ (4)5 mi
41Edward Jones - Financial Advisor: Jacob P Karnow, CFP®545.0★ (6)11 mi
42Matt Loeffler - Edelman Financial Engines545.0★ (17)21 mi
43Strategic Wealth Partners, Ltd.545.0★ (5)11 mi
44Morgan Stanley Financial Advisors543.0★ (4)5 mi
45Capital Planners Cleveland543.0★ (3)6 mi
46W3 Financial Group, LLC535.0★ (11)20 mi
47Edelman Financial Engines534.9★ (13)21 mi
48Golden Reserve535.0★ (10)20 mi
49Skylight Financial Group534.1★ (9)15 mi
50Eric Tolbert & Associates - Ameriprise Financial Services, LLC535.0★ (5)15 mi

Also serving Solon

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 Solon
BusinessGoogle ratingDistance
Allied Wealth Planners5.0★ (6)In Solon
Alpha Planning5.0★ (25)In Solon
David A. Jackson Investment Services5.0★ (1)In Solon
David Bizjak - Raymond JamesIn Solon
Dipre Brodnik Financial5.0★ (3)In Solon
Edward Jones - Financial Advisor: David J Grossman5.0★ (1)In Solon
Edward Jones - Financial Advisor: Emily J Heyman5.0★ (1)In Solon
Edward Jones - Financial Advisor: Jerrold J McMillan, CFP®5.0★ (1)In Solon
Edward Jones - Financial Advisor: Justin M Yates, AAMS®3.0★ (2)In Solon
LRJ Wealth Management5.0★ (1)In Solon
Matthew J. Puflea - Raymond JamesIn Solon
Nick Tibaldi - Raymond James5.0★ (2)In Solon
Noble-Davis Consulting, Inc3.7★ (12)In Solon
North Coast Executive Consulting5.0★ (1)In Solon
Regal Financial4.2★ (5)In Solon
SD Capital5.0★ (38)In Solon
Shawn Kennedy - Prudential Financial5.0★ (1)In Solon
Solon Financial Group LLC5.0★ (1)In Solon
Tungsten Capital Partners5.0★ (1)In Solon
Western Reserve Wealth Advisors5.0★ (5)In Solon

How we ranked Solon investment advisors

We scored 79 Solon 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 Solon 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 Solon: frequently asked questions

Which investment advisor has the highest RFA Score in Solon?

By RFA Score, the highest-ranked investment advisor in Solon, OH is KRI Partners with an RFA Score of 72/100. It has 5.0★ from 54 Google reviews. Fitzstock Charts LLC (#2) and Upright (#3) follow. We ranked 79 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Solon?

RankedFinancialAdvisors ranks 79 investment advisors serving Solon, OH. 1 of them is based in Solon; 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 Solon work on weekends?

8 of 79 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Upright (#3), Danielle Acosta Realtor® and Investment Specialist (#4) and Paramount Property Investments (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Solon investment advisors have?

The median Google rating among 79 rated investment advisors in Solon is 4.9★, with a median of 8 reviews. Smartland has the most, 592 reviews, and ranks #12. 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 Solon count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 79 investment advisors serving Solon.

More investment advisors and Solon pages