Ancora Private Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 124845
- SEC number
- 801-61942
- Firm type
- RIA
- Assets under management
- $3.9B as of Apr 1, 2026
- Website
- www.ancora.net ↗
- Phone
- 216-825-4000
- Address
- 6060 Parkland Boulevard, Cleveland, OH, 44124
Advisors at this firm
12 in our index · page 1 of 1
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Ryan BartelsCRD 7120648 · Cleveland, OHIA RegisteredBroker
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Ashley Benton-CooperCRD 4977623 · Cleveland, OHIA RegisteredBroker
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John Edward DanchCRD 4881240 · Cleveland, OHIA RegisteredBroker
-
Gregory William HopkinsCRD 6736835 · Cleveland, OHIA RegisteredBroker
-
Thomas Jerard KennedyCRD 2779028 · Cleveland, OHIA RegisteredBroker
-
Paul Thompson MccormackCRD 1873256 · Cleveland, OHIA RegisteredBrokerDisclosure event(s) on record
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Louis Daniel PreserenCRD 6841684 · Cleveland, OHIA RegisteredBroker
-
Richard Beck RennerCRD 1553346 · Cleveland, OHIA RegisteredBrokerDisclosure event(s) on record
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Lisa RosenthalCRD 5450876 · Cleveland, OHIA RegisteredBroker
-
Michael Enrico SantelliCRD 2169582 · Cleveland, OHIA Registered
-
Kevin Patrick VaillancourtCRD 2947318 · Cleveland, OHIA RegisteredBroker
-
Jeffrey Charles Van FossenCRD 4557087 · Cleveland, OHIA Registered
1–12 of 12
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 124845 ↗
FINRA BrokerCheck record for firm CRD 124845 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.