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Wealth Managers in Mentor, OH: 2026 rankings

30 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Mentor: Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®, RFA Score 66/100; 5.0★ from 23 Google reviews.

  2. 30

    Most-reviewed: Westlake Wealth Management Group, 89 Google reviews at 1.2★, the most of 30 ranked; ranked #30.

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

30 Mentor wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 30 rated firms.

Top 10 wealth managers in Mentor 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 wealth managers in Mentor at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®665.0★ (23)Mentor—Top score
2Tempo Wealth, LLC.645.0★ (36)Brecksville, 25 mi away——
3SilverStone Tax & Wealth Management644.9★ (52)Westlake, 33 mi away——
4JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company634.7★ (72)Avon, 39 mi away——
5DeMell Wealth Management623.9★ (10)MentorSat—
6ViewPoint Wealth Partners615.0★ (19)Brecksville, 25 mi away——
7Lakeview Wealth Management605.0★ (20)Westlake, 35 mi away——
8The Northcoast Wealth Management Group - Morgan Stanley594.1★ (9)Beachwood, 16 mi away——
9Western Reserve Wealth Advisors585.0★ (5)Solon, 17 mi away——
10Allied Wealth Planners585.0★ (6)Solon, 20 mi away——

All 30 wealth managers in Mentor, 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 Mentor

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

    Based in Mentor

    66/100RFA Score

    Ranked #1 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

  2. #2 Tempo Wealth, LLC.

    Based in Brecksville, 25 mi away

    64/100RFA Score

    Ranked #2 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

  6. #6 ViewPoint Wealth Partners

    Based in Brecksville, 25 mi away

    61/100RFA Score

    Ranked #6 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

  10. #10 Allied Wealth Planners

    Based in Solon, 20 mi away

    58/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6200 SOM Ctr Rd Ste A11, Solon, OH 44139
    View profile for Allied Wealth Planners(440) 600-2015

  13. #13 Afia Wealth Management

    Based in Westlake, 32 mi away

    57/100RFA Score

    Ranked #13 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

  19. #19 Prasad Wealth Partners

    Based in Brecksville, 25 mi away

    55/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    6050 Oak Tree Blvd Ste 100, Independence, OH 44131
    View profile for Prasad Wealth Partners(216) 313-9999

  22. #22 Nye Wealth Management

    Based in Hudson, 27 mi away

    54/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    7941 Ravenna Rd, Hudson, OH 44236
    View profile for Nye Wealth Management(330) 650-6360

  23. #23 Impel Wealth Management

    Based in Cuyahoga Falls, 38 mi away

    54/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2006 4th St, Cuyahoga Falls, OH 44221
    View profile for Impel Wealth Management(330) 800-0182

  24. #24 True Wealth Design

    Based in Akron, 39 mi away

    54/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    700 Ghent Rd Suite 100, Akron, OH 44333
    View profile for True Wealth Design(330) 668-6991

All 30 wealth managers

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

wealth managers in Mentor, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Kelda Wealth Management535.0★ (3)36 mi
27Wealth Health, LLC534.7★ (3)38 mi
28Baird Private Wealth Management535.0★ (3)40 mi
29Momentum Wealth Partners535.0★ (3)39 mi
30Westlake Wealth Management Group471.2★ (89)35 mi

Also serving Mentor

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Mentor
BusinessGoogle ratingDistance
Benjamin F. Edwards5.0★ (1)In Mentor
Carver Financial Services4.5★ (11)In Mentor
Concord AdvisorsIn Mentor
Douglas EsenwineIn Mentor
Edward Jones - Financial Advisor: Stacey A Smaretsky, AAMS®|CRPC™5.0★ (4)In Mentor
Family Life Financial Planning5.0★ (4)In Mentor
Grand River CapitalIn Mentor
Harbor Financial Advisors, LLC5.0★ (1)In Mentor
Jason Stockmaster, Financial Services Professional - New York Life5.0★ (1)In Mentor
Jeffrey Matchett - Financial Advisor, Ameriprise Financial Services, LLCIn Mentor
Johnnycake Financial5.0★ (1)In Mentor
LakePointe Advisors LLC5.0★ (1)In Mentor
Lakeridge Wealth ManagementIn Mentor
Lifeguard Financial4.5★ (14)In Mentor
Rea Wealth ManagementIn Mentor
Regano Financial Services, Inc.5.0★ (83)In Mentor
Ryan Ricart5.0★ (1)In Mentor
Ryan Spengler - ThriventIn Mentor
Stephen BriggsIn Mentor
Zappitelli Financial Services4.3★ (43)In Mentor

How we ranked Mentor wealth managers

We scored 30 Mentor wealth managers 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 Mentor 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Mentor: frequently asked questions

Which wealth manager has the highest RFA Score in Mentor?

By RFA Score, the highest-ranked wealth manager in Mentor, OH is Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP® with an RFA Score of 66/100. It has 5.0★ from 23 Google reviews. Tempo Wealth, LLC. (#2) and SilverStone Tax & Wealth Management (#3) follow. We ranked 30 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Mentor?

RankedFinancialAdvisors ranks 30 wealth managers serving Mentor, OH. 2 of them are based in Mentor; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Mentor work on weekends?

1 of 30 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is DeMell Wealth Management (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mentor wealth managers have?

The median Google rating among 30 rated wealth managers in Mentor is 5.0★, with a median of 5 reviews. Westlake Wealth Management Group has the most, 89 reviews, and ranks #30. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Mentor count in this ranking?

Yes, if they are within 40 mi of the Mentor city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Mentor ranked?

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

How do I check a wealth manager’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 wealth manager in Mentor 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 wealth managers 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 Mentor

  1. November 2026: RFA Scores recalculated for 30 wealth managers serving Mentor.

More wealth managers and Mentor pages