Cedar Brook Group Email Format

Financial ServicesOhio, United States51-200 Employees

Cedar Brook Group is a financial services firm headquartered in Cleveland, Ohio, with 51 to 200 employees. The firm operates as an SEC-registered investment adviser offering advisory services through Cedar Brook Group and Cadaret, Grant & Co., Inc., and it facilitates securities through Cadaret, Grant & Co., Inc.; Cadaret, Grant & Co. and Cedar Brook are separate entities. The company describes its planning philosophy as The Humanity Factor, positioning clients as central in the financial planning process. Available data indicate revenue in the range of $50 million to $100 million. In May 2024, Signature Estate & Investment Advisors announced an agreement to acquire Cedar Brook, described as a $2 billion RIA based in Cleveland, Ohio.

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