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Ancora is a client-focused investment advisory firm that operates with the highest level of integrity in all aspects of our business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability in everything we do. United in the desire to deliver excellence with a winning mindset, our experienced team works with a broad mix of clients, from individuals and families to business owners, non-profits and institutions. We offer comprehensive investment solutions covering equity, fixed income, mutual funds and alternatives, as well as tailored guidance across wealth and estate planning, retirement plan management and insurance solutions. It is our goal and our mission to offer a personalized level of service focused entirely on helping our clients get more out of life.... Read more

Additional Culture Details

Ancora provides a generous benefit package including 401(k), medical, dental, and disability insurance. Ancora provides the following benefits that we feel set us apart from other employers in our industry:
Financial Planning and Insurance Resources
Gym Reimbursement
Onsite Chair Massages
Standing Desks
Onsite picnic area and outdoor walking track
Mothers Room for nursing mothers
Generous Parental Leave policy
Tuition Reimbursement
Community Service and Volunteer opportunities
Company Sponsored Events (Holiday Party, Halloween Celebration, Super Bowl Activities)

The day-to-day interaction is supportive and inviting. Our leadership is passionate about keeping the lines of communication open. We’re encouraged and acknowledged for hard work, creating high-quality deliverables for our clients and for making suggestions for improvement.
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Cleveland, OH


110 US Employees


Financial Advisors

Recent Awards