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 23 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 14 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 15 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 31 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 25 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 29 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 11 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 23 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 15 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 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.