Ancora Advisors LLC

Ancora Advisors LLC (CRD# 124674) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $3,594,237,614 in 837 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,594
    MILLION
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $4,294,191
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, HI, IL, MI, NH, NY, OH, PA, SC, TX, WI

Financial Advisors at Ancora Advisors LLC
Showing 1 - 10 of 14 top financial advisors.
1
James M. Bernard
CRD#: 2433970
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
96
Wealthminder
score

James Bernard (CRD# 2433970) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.

2
Daniel G. Thelen
CRD#: 4402923
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
96
Wealthminder
score

Daniel Thelen (CRD# 4402923) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 13 years of experience in the finance industry.

3
Denis J. Amato
CRD#: 2944739
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Denis Amato (CRD# 2944739) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 14 years of experience in the finance industry.

4
Frederick D. Disanto
CRD#: 1467798
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Frederick Disanto (CRD# 1467798) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 30 years of experience in the finance industry.

5
Daniel J. Hyland
CRD#: 2222295
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Daniel Hyland (CRD# 2222295) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 24 years of experience in the finance industry.

6
Larry G. Joseph
CRD#: 1351442
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Larry Joseph (CRD# 1351442) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 28 years of experience in the finance industry.

7
John P. Kane
CRD#: 5032086
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

John Kane (CRD# 5032086) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 10 years of experience in the finance industry.

8
John P. Micklitsch
CRD#: 2454497
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

John Micklitsch (CRD# 2454497) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.

9
James G. Raimondo
CRD#: 1854591
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

James Raimondo (CRD# 1854591) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 14 years of experience in the finance industry.

10
Steven J. Varrone
CRD#: 1050044
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Steven Varrone (CRD# 1050044) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 21 years of experience in the finance industry.

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