Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC (CRD# 286002) is a financial advisory firm headquartered in Cleveland, OH. They manage $8,859,446,751 in 2,257 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management8,859MILLION
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Total Number of Accounts2,257ACCOUNTS
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Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Andrew Vanburen (CRD# 1662282) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.
Bradley Warner (CRD# 4649039) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 20 years of experience in the finance industry.
Ryan Wehking (CRD# 6533391) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 8 years of experience in the finance industry.
James Winchester (CRD# 3173642) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 25 years of experience in the finance industry.
Colin Barker (CRD# 7453914) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 2 years of experience in the finance industry.
Nicholas Bebout (CRD# 7176392) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
Andrew Beck (CRD# 7834978) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Melissa Black (CRD# 7477992) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 2 years of experience in the finance industry.
Patrick Carroll (CRD# 7154362) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Roanoke, VA and has over 4 years of experience in the finance industry.
Julia Duque (CRD# 7259324) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 3 years of experience in the finance industry.