#1 Mai Capital Management, LLC
MAI CAPITAL MANAGEMENT, LLC
Serves this area from Independence, OH (4 mi)
Call (216) 920-4800 · WebsiteRetirement Plan Advisors in Parma, OH
The top-ranked retirement plan advisors serving Parma, OH are Mai Capital Management, LLC, Prasad Wealth Partners and Independence Wealth Advisors, LLC. We list 49 retirement plan advisors serving Parma, OH. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Parma, OH (Cuyahoga County). 49 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Parma
#2 Prasad Wealth Partners
PRASAD WEALTH PARTNERS, LLCServes this area from Independence, OH (4 mi)Call (216) 313-9999#3 Independence Wealth Advisors, LLC
INDEPENDENCE WEALTH ADVISORS, LLCServes this area from Independence, OH (4 mi)Call (216) 268-3888 · Website#4 Strategic Wealth Partners, Ltd.
STRATEGIC WEALTH PARTNERS, LTD.Serves this area from Independence, OH (4 mi)Call (216) 800-9000 · Website#5 Cbiz Investment Advisory Services, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLCServes this area from Independence, OH (4 mi)Call (216) 447-9000 · Website#6 Cbiz Retirement Plan Advisory Services
CBIZ FINANCIAL SOLUTIONS, INC.Serves this area from Independence, OH (4 mi)Call (216) 447-9000 · Website#7 Enza Financial, LLC
ENZA FINANCIAL, LLCServes this area from Independence, OH (4 mi)Call (216) 236-0700 · Website#8 Tempo Wealth
TEMPO WEALTH, LLCServes this area from Independence, OH (4 mi)Call (440) 568-3676 · Website#9 Vantage Financial Group, Inc.
VANTAGE FINANCIAL GROUP, INC.Serves this area from Independence, OH (4 mi)Call (216) 642-7878 · Website#10 Riverview Research, LLC
RIVERVIEW RESEARCH, LLCServes this area from Independence, OH (5 mi)Call (216) 573-0420 · Website
20 more providers serving this area
- Fidato Wealth LLC, Middleburg Heights, OH (5 mi)
- Lineweaver Wealth Advisors, Valley View, OH (6 mi)
- Return On Life Wealth Partners, Brecksville, OH (6 mi)
- Financial Management Strategies, Inc., Broadview Heights, OH (6 mi)
- Westpoint Wealth Management, LLC, Berea, OH (7 mi)
- M3 Wealth Management, North Royalton, OH (7 mi)
- Park Edge Advisors, LLC, Cleveland, OH (7 mi)
- Ska Financial Services,inc., Fairview Park, OH (8 mi)
- Cleveland Wealth, LLC, Cleveland, OH (8 mi)
- Clearstead; Clearstead Advisory Solutions, Cleveland, OH (9 mi)
- Mcdonald Partners LLC, Cleveland, OH (9 mi)
- Balanced Wealth Group LLC, Westlake, OH (13 mi)
- Jps Financial, LLC, Westlake, OH (13 mi)
- Beacon Financial Advisory LLC, Beachwood, OH (13 mi)
- Highland Consulting Associates Inc., Westlake, OH (13 mi)
- Highland Consulting Associates International, Inc., Westlake, OH (13 mi)
- Oneseven, Beachwood, OH (13 mi)
- North Star Advisory Group, LLC, Beachwood, OH (13 mi)
- Stratos Wealth Advisors LLC, Beachwood, OH (13 mi)
- Stratos Wealth Partners, Ltd, Beachwood, OH (13 mi)
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Frequently asked questions
How many retirement plan advisors serve Parma?
We list 49 retirement plan advisors serving Parma, OH: 0 based there and 49 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Parma?
The top-ranked retirement plan advisors serving Parma, OH are Mai Capital Management, LLC, Prasad Wealth Partners, Independence Wealth Advisors, LLC, Strategic Wealth Partners, Ltd. and Cbiz Investment Advisory Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Parma are verified against official records?
10 of the top 10 match an active official record: Mai Capital Management, LLC (U.S. Securities and Exchange Commission), Prasad Wealth Partners (U.S. Securities and Exchange Commission), Independence Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Strategic Wealth Partners, Ltd. (U.S. Securities and Exchange Commission) and Cbiz Investment Advisory Services, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .