Winfield Associates Inc.

Winfield Associates Inc. (CRD# 108969) is a financial advisory firm headquartered in Cleveland, OH. They manage $203,809,436 in 188 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,084,093
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, MD, MO, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at Winfield Associates Inc.
Showing 1 - 9 of 9 top financial advisors.
1
William W. Baker
CRD#: 10976
700 West St. Clair Ave, Suite 404, Cleveland, OH 44113
96
Wealthminder
score

William Baker (CRD# 10976) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 31 years of experience in the finance industry.

2
Christophe D. Jambon
CRD#: 6255316
700 W. Saint Clair Ave, Ste 404, Cleveland, OH 44113
95
Wealthminder
score

Christophe Jambon (CRD# 6255316) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 4 years of experience in the finance industry.

3
Christopher W. Baker
CRD#: 4378171
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

Christopher Baker (CRD# 4378171) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 18 years of experience in the finance industry.

4
Mark Q. Haley
CRD#: 4326879
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

Mark Haley (CRD# 4326879) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 17 years of experience in the finance industry.

5
George H. Hays
CRD#: 701747
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

George Hays (CRD# 701747) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 34 years of experience in the finance industry.

6
Bradley S. Norton
CRD#: 2783070
700 West St Clair Avenue, Suite 404, Cleveland, OH 44113
90
Wealthminder
score

Bradley Norton (CRD# 2783070) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

7
Garrett S. Carter
CRD#: 6263575
San Diego, CA
87
Wealthminder
score

Garrett Carter (CRD# 6263575) is an Investment Advisor Representative working at Winfield Associates Inc. in San Diego, CA and has 1 year of experience in the finance industry.

8
David C. Steines
CRD#: 6872545
San Francisco, CA
87
Wealthminder
score

David Steines (CRD# 6872545) is an Investment Advisor Representative working at Winfield Associates Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

9
Thomas J. Nyitray
CRD#: 350058
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
83
Wealthminder
score

Thomas Nyitray (CRD# 350058) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 34 years of experience in the finance industry.

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