Data / Investment advisers / Ohio / Ancora Private Wealth Advisors, LLC
Ancora Private Wealth Advisors, LLC, Cleveland, OH: $3.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ancora Private Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Cleveland, Ohio and reports $3.9 billion in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include high net worth individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Ancora Private Wealth Advisors, LLC (CRD number 124845): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 124845
- SEC file number
- 801-61942
- SEC status
- Approved, effective April 3, 2003
- Main office
- 6060 Parkland Boulevard Suite 200, Cleveland, OH 44124
- Phone
- (216) 825-4000
- Website
- ancora.net
- Regulatory AUM
- $3,899,628,309 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $3,776,712,376
- Non discretionary AUM
- $122,915,933
- Accounts
- 4,509
- Employees
- 53, of which 29 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4,414 | $3.69 billion |
| Corporations or other businesses | 40 | $130.3 million |
| Pension and profit sharing plans | 27 | $45.7 million |
| Charitable organizations | 28 | $28.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.90 billion | March 31, 2026 |
| December 1, 2025 | $3.21 billion | March 21, 2025 |
Other advisers in Cleveland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Highland Consulting Associates Inc. | Cleveland | $21.93 billion | Not listed | adviserinfo.sec.gov |
| Townsend Holdings LLC | Cleveland | $19.64 billion | 37 | adviserinfo.sec.gov |
| Boyd Watterson Asset Management, LLC | Cleveland | $18.81 billion | 2 | adviserinfo.sec.gov |
| Cbiz Investment Advisory Services, LLC | Cleveland | $12.76 billion | Not listed | adviserinfo.sec.gov |
| Wellspring Family Office | Cleveland | $5.06 billion | Not listed | adviserinfo.sec.gov |
| Glasfunds, LLC | Cleveland | $3.28 billion | 2 | adviserinfo.sec.gov |
| Ancora Retirement Plan Advisors, LLC | Cleveland | $1.53 billion | Not listed | adviserinfo.sec.gov |
| Blue Point Capital Partners LLC | Cleveland | $1.44 billion | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cleveland, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Ancora Private Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.