Cbiz Retirement Plan Advisory Services

Cbiz Retirement Plan Advisory Services (CRD# 16678) is a financial advisory firm headquartered in Cleveland, OH. They manage $13,843,772,954 in 1,050 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,844
    MILLION
  • Total Number of Accounts
    1,050
    ACCOUNTS
  • Average Account Value
    $13,184,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
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.

AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

Financial Advisors at Cbiz Retirement Plan Advisory Services
Showing 1 - 10 of 52 top financial advisors.
1
Martin B. Bel
CRD#: 2499468
2290 Lucien Way, Suite 260, Maitland, FL 32751
96
Wealthminder
score

Martin Bel (CRD# 2499468) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Maitland, FL and has over 23 years of experience in the finance industry.

2
Brian E. Dean
CRD#: 1735706
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
96
Wealthminder
score

Brian Dean (CRD# 1735706) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 19 years of experience in the finance industry.

3
Patrick G. Donnelly
CRD#: 5812508
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
96
Wealthminder
score

Patrick Donnelly (CRD# 5812508) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 6 years of experience in the finance industry. Patrick Donnelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John R. Dykes
CRD#: 1529998
6900 College Blvd, Suite 300, Overland Park, KS 66211
96
Wealthminder
score

John Dykes (CRD# 1529998) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Overland Park, KS and has over 20 years of experience in the finance industry.

5
Eric M. Endress
CRD#: 5084117
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
96
Wealthminder
score

Eric Endress (CRD# 5084117) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 9 years of experience in the finance industry.

6
Todd C. Pyles
CRD#: 2758310
50 Baltimore Street, 4th Floor, Cumberland, MD 21502
96
Wealthminder
score

Todd Pyles (CRD# 2758310) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 21 years of experience in the finance industry. Todd Pyles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Prashant J. Ravani
CRD#: 2875899
10474 Santa Monica Blvd, Suite 200, Los Angeles, CA 90025
96
Wealthminder
score

Prashant Ravani (CRD# 2875899) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Los Angeles, CA and has over 20 years of experience in the finance industry. Prashant Ravani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
John R. Smyth
CRD#: 1803757
50 Baltimore Street, 4th Floor, Cumberland, MD 21502
96
Wealthminder
score

John Smyth (CRD# 1803757) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 27 years of experience in the finance industry. John Smyth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Michael J. Swallow
CRD#: 4065168
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
96
Wealthminder
score

Michael Swallow (CRD# 4065168) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 9 years of experience in the finance industry.

10
Michael W. Varner
CRD#: 1533314
700 West 47th Street, Suite 1100, Kansas City, MO 64112
96
Wealthminder
score

Michael Varner (CRD# 1533314) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Kansas City, MO and has over 31 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.