Top Financial Services Companies in Cleveland, OH (49)
We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom. Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader. Today, the Rocket brand is synonymous with providing simple, fast...
Rocket's Top Stability & Growth Strengths
Strong Revenue Growth: 2025 revenue rose to $6.7B from $5.1B in 2024, and Q1–Q2 2026 revenues of roughly $2.94B and $2.78B were nearly double the prior-year periods. Adjusted revenue and earnings also accelerated materially over these intervals.
Strong Market Position & Advantage: Purchase-market share increased from 5.5% in Q4 2025 to 6.2% in Q2 2026, while refinance share reached 14.3%, alongside leadership claims in home equity and a top-tier servicing footprint. These gains occurred as closed mortgage volumes climbed in 2025 and continued strongly into early 2026.
Diversified Revenue Streams: The servicing portfolio expanded to about $2.1T and ~9.5M loans, with management indicating roughly $5B of annualized recurring cash flow from servicing and deposit income—reducing dependence on quarterly originations. Additional contributions from Rocket Money subscriber growth and home-equity lending broaden the mix.
Grant Thornton New Zealand is a leading professional services firm providing audit, tax, and advisory services to dynamic organizations across New Zealand. With a team of over 300 professionals, the firm combines local insight with global connectivity through the Grant Thornton International network. They are known for a collaborative, client-centered approach, delivering practical solutions that help businesses improve performance, grow...
Founded in 1896, Northwest Bank is a full-service financial institution offering a complete line of business and personal banking products, employee benefits, and wealth management services. It is committed to serving its customers and communities, embodying a philosophy where people make the difference.
Northwest Bank's Top Stability & Growth Strengths
Market Expansion: The company completed a scale‑enhancing acquisition (Penns Woods Bancorp) and is opening new financial centers in Central Ohio, broadening its presence across Pennsylvania and Ohio. Branch and footprint disclosures indicate a larger network across four states following the deal and subsequent additions.
Profitability: Recent periods delivered record revenue for 2025 and a record first‑quarter profit in early 2026, with improving net interest margin and operating leverage. Quarterly results exceeded expectations and reflected stronger run‑rate performance as merger‑related noise began to fade.
Investor Backing & Capital Strength: Filings and company materials describe a well‑capitalized balance sheet and cite independent financial‑strength recognition. Solid regulatory capital ratios at year‑end 2025 and ongoing capital return actions support continued growth flexibility.
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Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to...
Grant Thornton LLP (US)'s Top Stability & Growth Strengths
Investor Backing & Capital Strength: A growth-oriented private equity investment from New Mountain Capital (with minority investments from CDPQ and OA Private Capital) in 2024 supplied an “investment war chest” to accelerate technology, AI-enabled services, talent acquisition, and strategic expansion. This capital base also underpins the multinational platform strategy and the announced CBIZ deal.
Market Expansion: Grant Thornton Advisors announced a $5.0 billion acquisition of CBIZ that, upon closing, would lift the U.S. platform past $5 billion in domestic revenue and expand brand reach. The Advisors arm also combined with Grant Thornton Ireland in 2025 and has since grown its European footprint, signaling inorganic and international momentum.
Strong Market Position & Advantage: The firm is consistently ranked among the top U.S. accounting and professional services firms, operates across numerous U.S. offices, and is a premier leader for the mid‑market and private‑equity segments. Its inclusion among the small set of firms subject to annual PCAOB inspection underscores national scale and capital‑markets relevance.
The City of Cleveland is a municipal entity focused on providing essential public services, fostering community development, and enhancing the quality of life for its residents and businesses through initiatives like housing assistance, job training, public health programs, and economic development.
Howard Hanna Real Estate Services is a leading family-owned, full-service real estate company and one of the largest in the United States. They provide comprehensive real estate, title, insurance, and mortgage services to clients across 13 states, operating over 480 offices with a team of approximately 15,000 sales associates and staff.
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits...
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including...
Cerity Partners's Top Stability & Growth Strengths
Strong Market Position & Advantage: Multiple national rankings in 2025–2026 and a No. 1 placement for the Retirement Plan Consulting team indicate prominent standing. Reported scale of about $156.3B AUM at 12/31/2025 and a sizable OCIO/institutional footprint reinforce top‑tier status among large RIAs.
Market Expansion: Frequent 2025–2026 mergers (e.g., SOL Capital, Austin Private Wealth, Verus, Covenant Partners, Edge, Running Point, Prio Wealth) expanded geographic reach and capabilities. Announced deals added billions in client assets and broadened institutional consulting and OCIO offerings.
Investor Backing & Capital Strength: Private‑equity sponsorship from Genstar Capital and Lightyear Capital, alongside a reported minority investment by Warburg Pincus in 2026, signals strong access to growth capital. This backing supports continued platform investment and acquisition capacity.
We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and...
In 2013, we set out to solve a problem: we got tired of seeing our friends and family struggle under the crushing weight of student loan debt. Debt can hold people back from opportunities and delay the impact they’re meant to make in the world. So we did something about it and built a life raft; we started Splash Financial. We...
Love. Trust. Respect. And a commitment to excellence. These values form the cornerstones of our promise: to really care about our customers, our communities and each other – and strive to be the best every day in everything we do. It is a commitment to these values that help Third Federal achieve its mission of helping people achieve the dream of...
AML RightSource is the leading firm solely focused on Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) and financial crimes compliance solutions. AML RightSource provides highly-trained AML/BSA professionals to assist banks and non-bank financial institutions to meet day-to-day compliance tasks. Services include transaction monitoring, alert backlog management, enhanced due diligence reviews, fraud, and financial crimes advisory matters. Our highly trained workforce of...
AML RightSource's Top Stability & Growth Strengths
Strong Market Position & Advantage: Independent analyst recognition places the company in a top-tier cohort for financial crime and compliance operations services, supporting its competitive position in managed/outsourced AML/KYC work.
Market Expansion: Geographic expansion signals include multi-country operations, 17+ global locations, and the formation of an International Advisory Board in February 2026 to accelerate international rollout across EMEA and APAC.
Strong Hiring & Retention: Headcount growth signals are cited through public releases referencing “more than 6,000” staff in May 2025 and later statements of “over 7,000 specialists worldwide,” indicating material scale-up over the 2023–2026 period.
Cleveland Research Company is an independent consulting and market intelligence firm specializing in channel and equity research. They provide unbiased insights and data-driven reporting—including surveys and benchmarks—to help institutional investors, corporate executives, and brands capture market share and make strategic investment decisions. The firm focuses on establishing deep relationships across various industry channels to identify real-time trends.
Skylight Financial Group is one of the leading locally owned financial planning firms in Ohio and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). The firm provides comprehensive and personalized financial planning, investment management, and insurance solutions tailored to the individual and business needs of their clients, with a mission to empower clients to navigate the path to...
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every...
Northwest Bank is committed to the communities we serve in Iowa and Nebraska. We believe and invest in our communities; farmers, business owners, workers, professionals, students, homeowners and retirees. We are dedicated to what they are today and will become tomorrow. We are a $2.0 billion community bank offering a full line of agricultural, mortgage, deposit, lending, insurance and wealth management...
Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters. Learn about our Relentless Excellence®...
Stout's Top Stability & Growth Strengths
Investor Backing & Capital Strength: New private equity sponsorship from Integrum and prior Audax backing underpin continued expansion through recapitalization and acquisitions. Company and investor disclosures describe material scaling under prior ownership with capital positioned to sustain growth.
Market Expansion: Multiple acquisitions (DebtX Analytics, Appraisers and Planners, Pointe Advisory) and new practice launches (e.g., ESOP Consulting, Strategy) show active geographic and service-line growth, including new offerings in Switzerland. Recent Year in Review data also indicate a larger platform serving more engagements and clients.
Strong Market Position & Advantage: Repeated top placements in LSEG fairness‑opinion rankings and IAM Patent 1000 recognition for numerous experts confirm leadership in core niches like U.S. fairness opinions and IP expert testimony. A large, dedicated ESOP practice further reinforces specialist strength.
Crossroads Health provides the industry's MOST comprehensive credit balance solution. We partner only with you, the healthcare provider. We are not owned by nor affiliated with any health insurance company. We are your advocate and partner. Our sole purpose is to resolve ALL credits in your revenue cycle regardless of the source. We will ensure you are compliant with all...
Founded in 1977, Cohen & Co is a top tax and accounting firm recognized by USA TODAY. The company provides top-tier tax, assurance, and advisory services to a diverse range of clients, including privately held companies, public and private funds, fund service providers within the asset management industry, and Fortune 1000 multinational enterprises across the United States and internationally.
Rea & Associates is a regional accounting and business advisory firm founded in 1938. With over 450 professionals across multiple locations, the firm provides comprehensive services including audit, tax, and consulting to industries such as construction, manufacturing, government, and non-profits. Recognized as a Top 100 U.S. accounting firm, Rea focuses on building lasting partnerships and driving sustainable growth through professional...
