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Investment Advisors in Streetsboro, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Streetsboro: KRI Partners, RFA Score 74/100; 5.0★ from 54 Google reviews.

  2. 12

    Most-reviewed: Brookside Tax & Financial Group, 105 Google reviews at 4.8★, the most of 57 ranked; ranked #12.

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

57 Streetsboro investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 57 rated firms.

Top 10 investment advisors in Streetsboro 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 Streetsboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1KRI Partners745.0★ (54)Brecksville, 12 mi away—Top score
2Fitzstock Charts LLC735.0★ (57)Brecksville, 15 mi away——
3Danielle Acosta Realtor® and Investment Specialist694.9★ (35)Cleveland Heights, 22 mi awaySat—
4Wells Fargo Advisors674.0★ (5)Hudson, 5 mi away——
5Broadleaf Partners LLC665.0★ (3)Hudson, 5 mi away——
6Paramount Property Investments665.0★ (5)Cuyahoga Falls, 10 mi awaySat · Evenings—
7VectorVest, Inc.665.0★ (8)Copley, 16 mi away——
8Western Reserve Capital Management, LLC655.0★ (16)Hudson, 5 mi away——
9Wells Fargo Advisors643.6★ (9)Akron, 17 mi away——
10Wells Fargo Advisors643.5★ (8)Beachwood, 17 mi away——

All 57 investment advisors in Streetsboro, 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 Streetsboro

    #1 KRI Partners

    Based in Brecksville, 12 mi away

    74/100RFA 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, 15 mi away

    73/100RFA 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

  6. #6 Paramount Property Investments

    Based in Cuyahoga Falls, 10 mi away

    66/100RFA Score

    Ranked #6 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

  7. #7 VectorVest, Inc.

    Based in Copley, 16 mi away

    66/100RFA Score

    Ranked #7 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 Ancora

    Based in Cleveland, 19 mi away

    63/100RFA Score

    Ranked #11 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

  16. #16 Gateway Financial, LLC

    Based in Brecksville, 12 mi away

    58/100RFA Score

    Ranked #16 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

  19. #19 ViewPoint Wealth Partners

    Based in Brecksville, 20 mi away

    58/100RFA Score

    Ranked #19 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

  21. #21 Republic Finance

    Based in Tallmadge, 12 mi away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Loan agency”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    578 South Ave, Tallmadge, OH 44278
    View profile for Republic Finance(234) 417-0339

  24. #24 Fidelity Investments

    Based in Copley, 17 mi away

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.1★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3750 W Market St Unit a, Fairlawn, OH 44333
    View profile for Fidelity Investments(800) 476-4735

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

investment advisors in Streetsboro, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Jeff Womack, CFP®|AAMS®575.0★ (4)6 mi
27W3 Financial Group, LLC575.0★ (11)17 mi
28Golden Reserve565.0★ (10)17 mi
29Home Sweet Home Offers - Cleveland Cash Home Buyers565.0★ (14)21 mi
30JGR Financial Solutions565.0★ (17)24 mi
31Nye Wealth Management562.3★ (6)4 mi
32Edward Jones - Financial Advisor: Eric W Roberts, CFP®565.0★ (3)6 mi
33Western & Southern Life564.1★ (16)17 mi
34Western & Southern Life564.2★ (19)20 mi
35Edward Jones - Financial Advisor: Dale Braun565.0★ (9)18 mi
36Ryan Sullivan - Edelman Financial Engines564.9★ (9)18 mi
37Golden Reserve554.6★ (11)19 mi
38Sequoia Financial Group555.0★ (7)17 mi
39Mayfield Financial Services554.6★ (10)19 mi
40The Northcoast Wealth Management Group - Morgan Stanley554.1★ (9)16 mi
41Fidelity Investments553.6★ (10)16 mi
42Edward Jones - Financial Advisor: Mark P Kautzman555.0★ (3)12 mi
43Charles Schwab543.1★ (15)16 mi
44Edward Jones - Financial Advisor: Mike Sheppard, CEPA®|CRPC™545.0★ (4)15 mi
45Edward Jones - Financial Advisor: Jacob P Karnow, CFP®545.0★ (6)19 mi
46True Wealth Design544.2★ (5)16 mi
47Charles Schwab543.2★ (11)18 mi
48Strategic Wealth Partners, Ltd.545.0★ (5)19 mi
49Morgan Stanley Financial Advisors544.5★ (4)17 mi
50Golden Reserve533.8★ (4)17 mi

Also serving Streetsboro

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 Streetsboro
BusinessGoogle ratingDistance
Bullington Capital Management5.0★ (2)18 mi
Carnegie Investment Counsel5.0★ (2)17 mi
Edelman Financial Engines4.5★ (2)18 mi
Edward Jones - Financial Advisor: Craig F Finger, CFP®|AAMS®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Greg Terhune, CFP®|AAMS®|CKA®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Jennifer Bowen, AAMS®4.0★ (1)In Streetsboro
Edward Jones - Financial Advisor: Justin M Yates, AAMS®3.0★ (2)12 mi
Edward Jones - Financial Advisor: Ken Frost5.0★ (2)11 mi
Edward Jones - Financial Advisor: Mike LahiffIn Streetsboro
Hudson Financial Advisors5.0★ (1)In Streetsboro
Key Private Bank3.0★ (2)14 mi
Oelschlager Investments5.0★ (2)17 mi
Raymond James Financial Services5.0★ (2)15 mi
Revisor5.0★ (2)16 mi
Stifel5.0★ (2)17 mi
Stifel5.0★ (2)17 mi
The Land Financial Group - Ameriprise Financial Services, LLC3.0★ (2)17 mi
The Weilacher Group - Morgan Stanley3.0★ (2)16 mi
TIAA Financial Services1.0★ (2)17 mi
Wealth Enhancement Group5.0★ (2)16 mi

How we ranked Streetsboro investment advisors

We scored 57 Streetsboro 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 Streetsboro 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 Streetsboro: frequently asked questions

Which investment advisor has the highest RFA Score in Streetsboro?

By RFA Score, the highest-ranked investment advisor in Streetsboro, OH is KRI Partners with an RFA Score of 74/100. It has 5.0★ from 54 Google reviews. Fitzstock Charts LLC (#2) and Danielle Acosta Realtor® and Investment Specialist (#3) follow. We ranked 57 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Streetsboro?

RankedFinancialAdvisors ranks 57 investment advisors serving Streetsboro, OH. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Streetsboro work on weekends?

3 of 57 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Danielle Acosta Realtor® and Investment Specialist (#3) and Paramount Property Investments (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Streetsboro investment advisors have?

The median Google rating among 57 rated investment advisors in Streetsboro is 4.9★, with a median of 9 reviews. Brookside Tax & Financial Group has the most, 105 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 Streetsboro count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 57 investment advisors serving Streetsboro.

More investment advisors and Streetsboro pages