Ownership Advisors

Wealth Management Advisoryownershipadvisors.com

Ownership Advisors is a Cleveland-based, privately held family legacy and wealth advisory firm serving high-net-worth families with estate planning, generational wealth transfer, and investment advisory services distributed through M Holdings Securities and the M Financial Group network.

Company typePrivate
Founded1998
HeadquartersCleveland, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Ownership Advisors does

Ownership Advisors is a Cleveland, Ohio-based private financial advisory firm founded in 1998 that provides family legacy planning, wealth preservation, business transition, charitable estate planning, and family wealth counseling services. Its primary customer segment is High-Net-Worth Families seeking multi-generational wealth transfer and estate planning guidance. The firm operates with 1-10 employees and is led by Family Legacy Advisor Richard Tanner.

The firm's core offerings are Family Legacy Advisory services and Securities and Investment Advisory Services, delivered through a distribution channel provided by M Holdings Securities, Inc. — a registered broker/dealer and investment advisor (Member FINRA/SIPC). Ownership Advisors is independently owned and operated as a member firm of M Financial Group, leveraging that network for broker/dealer infrastructure, compliance support, and product access. The firm does not disclose pricing, fee schedules, AUM, or revenue.

The business model is relationship-based and sales-led: the advisor (or small advisory team) works directly with HNW households on legacy planning and generational wealth transfer, with revenue generated through advisory fees associated with securities and investment management routed via M Holdings Securities. The firm serves U.S. residents only, and Registered Representatives are licensed in limited states. As of November 2025, the website displays a 'New Website Launching Soon' placeholder, suggesting an in-progress digital refresh. No proprietary technology, AI/ML capabilities, app products, or funding activity are disclosed.

Ownership Advisors firmographics

Firmographics

Name: Ownership Advisors
Legal name: Ownership Advisors
Website: https://ownershipadvisors.com
Company type: Private
Founded year: 1998
Operating status: Operating
Headcount range: 1–10 employees
Short description: Ownership Advisors is a Cleveland-based, privately held family legacy and wealth advisory firm serving high-net-worth families with estate planning, generational wealth transfer, and investment advisory services distributed through M Holdings Securities and the M Financial Group network.
Ownership category
akta.pro rank

Ownership Advisors industry classification

Industry

Product category: Wealth Management Advisory
NAICS: Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
akta.pro secondary industries: Family Business & Succession Advisory (FSAAADAL), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

Wealth management services
Estate planning services
Family legacy advisory
Investment advisory services
Financial planning services

Where Ownership Advisors is headquartered

Location

Headquarters

HQ city: Cleveland
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Ownership Advisors business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Investment Advisory Services: Provides family legacy and wealth advisory services through a registered broker/dealer and investment advisor (M Holdings Securities, Inc.), generating revenue from advisory fees associated with securities and investment management.

Go-to-market motion1 record

Distribution channels1 record

Ownership Advisors product offering

Product offering

Core offering

Ownership Advisors provides family legacy advisory and wealth management services for affluent families, covering wealth preservation, estate planning, and multi-generational wealth transfer. Securities and investment advisory services are offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor (Member FINRA/SIPC), with the firm operating as an independently owned member of M Financial Group.

Product overview

Ownership Advisors operates as a financial advisory firm offering securities and investment advisory services through M Holdings Securities, Inc., a registered broker/dealer and investment advisor (member FINRA/SIPC). The firm provides Family Legacy Advisory services focused on wealth preservation and multi-generational wealth transfer planning. The company is a member of M Financial Group and operates as an independently owned member firm.

Differentiator

Problem solved

Functional benefit

Products and services

Securities and Investment Advisory Services

Companies that use Ownership Advisors

Customer profile

Segments1 record

Ideal customer profiles1 record

Ownership Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Ownership Advisors partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

M Holdings Securities, Inc.coreChannel Partner/ Reseller/ DistributorSecurities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. MEMBER FIRM is independently owned and operated and is a member of M Financial Group.
M Financial GroupcoreStrategic or Co-development PartnerOwnership Advisors operates as a MEMBER FIRM of M Financial Group, providing family legacy advisory services within the M Financial network of independently owned and operated member firms.

Recent moves2 records

Expansion highlights1 record

Ownership Advisors competitors and assessment

Company assessment

Broad incumbents

Mercer Advisors: Mercer Advisors is a national RIA focused on HNW households, offering wealth management, estate, and legacy planning services. It targets the same family wealth advisory niche as Ownership Advisors, but as a much larger scaled incumbent.
Focus Financial Partners: Focus Financial Partners is a leading RIA partnership platform aggregating HNW-focused advisory firms. Comparable as an ecosystem alternative to the M Financial Group model under which Ownership Advisors operates, and as a consolidator competing for the same client base.
Hightower Advisors: Hightower Advisors is an RIA platform serving HNW families and individuals through partner firms. Comparable to Ownership Advisors in targeting the HNW family wealth advisory segment, and as an alternative affiliation model for boutique advisors seeking scale support.
Creative Planning: Creative Planning is a large national RIA offering wealth management, estate planning, and family advisory services to HNW clients. It competes with Ownership Advisors for the same HNW family segment, but with significantly broader resources and geographic reach.
Mariner Wealth Advisors: Mariner is a large, established RIA serving HNW and UHNW clients with comprehensive wealth, estate, and legacy planning. Comparable to Ownership Advisors as a competing destination for HNW families seeking integrated family wealth advisory services, but at materially greater scale.
Edelman Financial Services: Edelman Financial is a national RIA offering comprehensive wealth, retirement, and estate planning to HNW households. Comparable to Ownership Advisors in addressing family wealth and legacy planning needs, but with a national footprint and larger advisor base.

Others

M Financial Group: M Financial Group is the parent network of independently owned member firms that Ownership Advisors belongs to. It is comparable as the ecosystem partner providing broker/dealer and RIA infrastructure underpinning Ownership Advisors' service delivery.
M Holdings Securities, Inc. The registered broker/dealer and investment advisor through which Ownership Advisors delivers its securities and advisory services. Comparable as the regulated intermediary whose platform, compliance, and product access directly enable Ownership Advisors' business.

Direct peers

Carson Wealth: Carson Wealth is a national wealth management firm offering HNW advisory, legacy planning, and multi-generational services through member firms — closely analogous to Ownership Advisors' family legacy advisory model and M Financial-style affiliation structure.
Private Ocean (formerly Laird Norton Wealth Management): Private Ocean is a boutique wealth advisory firm serving HNW families with multi-generational planning, estate, and family legacy services. Directly comparable to Ownership Advisors in size, client segment, and service specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Ownership Advisors compliance and trust

Trust signal

Compliance2 records

Ownership Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ownership Advisors leadership team

Management profile

Number of profiles

Profiles1 record

Ownership Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Ownership Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ownership Advisors

What does Ownership Advisors do?

Is Ownership Advisors a public or private company?

Ownership Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Ownership Advisors founded?

Ownership Advisors was founded in 1998. It employs 1 to 10 people.

Where is Ownership Advisors based?

Ownership Advisors is headquartered in Cleveland, United States, in the North America region.

How does Ownership Advisors make money?

One revenue line is on record: investment Advisory Services.

Who are Ownership Advisors's main competitors?

Broad incumbents on record are Mercer Advisors, Focus Financial Partners, Hightower Advisors, Creative Planning, Mariner Wealth Advisors and Edelman Financial Services. Others are M Financial Group and M Holdings Securities, Inc.. Direct peers are Carson Wealth and Private Ocean (formerly Laird Norton Wealth Management).

Does Ownership Advisors have an API?

No public API is recorded for Ownership Advisors.

What industry is Ownership Advisors in?

Ownership Advisors's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 52394 and its SIC code is 6282.