Gries Financial LLC

Gries Financial LLC (CRD# 110031) is a financial advisory firm headquartered in Cleveland, OH. They manage $824,218,195 in 841 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    824
    MILLION
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $980,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
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.

CA, FL, IN, LA, MA, NY, OH, VT

Financial Advisors at Gries Financial LLC
Showing 1 - 8 of 8 top financial advisors.
1
Mary A. Doherty
CRD#: 1341354
,
96
Wealthminder
score

Mary Doherty (CRD# 1341354) is an Investment Advisor Representative working at Gries Financial LLC in , and has over 32 years of experience in the finance industry. Mary Doherty 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.

2
Lauren R. Fine
CRD#: 2632320
1801 E Ninth Street Ste 1600, Cleveland, OH 44114
96
Wealthminder
score

Lauren Fine (CRD# 2632320) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 22 years of experience in the finance industry.

3
Sarah L. Gries
CRD#: 229805
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114
93
Wealthminder
score

Sarah Gries (CRD# 229805) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 25 years of experience in the finance industry.

4
Robert J. Herman
CRD#: 3132466
,
93
Wealthminder
score

Robert Herman (CRD# 3132466) is an Investment Advisor Representative working at Gries Financial LLC in , and has over 18 years of experience in the finance industry.

5
Kristian D. Jarosz
CRD#: 2862072
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114
93
Wealthminder
score

Kristian Jarosz (CRD# 2862072) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 20 years of experience in the finance industry.

6
Jeffrey H. Palmer
CRD#: 4375785
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114
93
Wealthminder
score

Jeffrey Palmer (CRD# 4375785) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 18 years of experience in the finance industry.

7
Edward J. Bell
CRD#: 4375773
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114
90
Wealthminder
score

Edward Bell (CRD# 4375773) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has 1 year of experience in the finance industry. Edward Bell 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
Brent R. Horvath
CRD#: 2847443
,
90
Wealthminder
score

Brent Horvath (CRD# 2847443) is an Investment Advisor Representative working at Gries Financial LLC in , and has 1 year of experience in the finance industry. Brent Horvath 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.

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