ANCORA PRIVATE WEALTH ADVISORS, LLC
SEC RegisteredAchieve More with Ancora
About the firm
Ancora is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth & risk management solutions. Established in 2003 as an independent, employee-run RIA in Cleveland, Ohio, Ancora serves individuals, families, businesses, and institutions with tailored financial solutions. The firm manages approximately $10.9B in assets and has grown to 100+ employees across multiple Midwest offices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management (investments, planning & insurance), corporate solutions (investment management, employee benefits & insurance), and institutional asset management (equity, fixed income, mutual funds & alternatives), as well as estate planning, retirement plan advisory, and alternative private funds
Who they serve
Individuals, families, institutions, non-profits, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 4,414 | $3.7B |
| Charitable Organizations | 27 | $46M |
| State/Municipal Entities | 28 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to 3 million | 1.00% |
| 3 million to 7 million | 0.75% |
| 7 million to 15 million | 0.50% |
| 15 million to 25 million | 0.45% |
| 25 million to 50 million | 0.35% |
| 50 million to 100 million | 0.30% |
| Over 100 million | 0.00% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANCORA PRIVATE WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.