As we continue to build on our foundation in the Midwest, we are pleased to announce that we have established new offices in two major markets, formalizing Ancora’s presence in Chicago, Illinois, and Columbus, Ohio. While Ancora has had advisors in these regions for a number of years, this milestone reflects the firm’s continued growth and our commitment to serving clients with greater proximity, accessibility and depth across the region.
Since opening our doors in Cleveland, Ohio, in 2003, we’ve grown to a team of over 100 people with more than $11 billion in client assets. Today, our firm delivers integrated wealth solutions supported by a broad and experienced team, with capabilities that include proprietary investment strategies. This allows us to provide differentiated solutions across a wide range of client needs, while remaining grounded in the Midwestern values that have shaped our firm since inception.
This expansion is driven by growing demand for our boutique-at-scale model that spans the full spectrum of wealth, providing clients with a coordinated and comprehensive approach to managing their financial lives. At Ancora, wealth planning serves as the organizing force behind each relationship, setting priorities and guiding decisions across investing, tax, estate and insurance to create long-term alignment. We integrate this planning with proprietary investment strategies and specialized solutions across private wealth, asset management and corporate needs, delivering institutional-level capability through a highly personalized and responsive advisory experience.
“Expanding more formally into Chicago and Columbus strengthens our Midwestern presence and supports growing interest in our high-touch, boutique with scale approach,” said John Micklitsch, President. “With experienced professionals in these markets and the depth of our Cleveland and Detroit teams behind them, we are well positioned to serve clients across the region.”
Speaking to what differentiates Ancora’s model as the firm expands, John Bartels, President of Private Wealth, added:
“What truly differentiates Ancora’s Private Wealth team is the collective strength behind every client relationship. Our expansion reflects not only geographic growth, but the power of a deeply experienced, collaborative team that delivers sophisticated, personalized guidance with the full resources of our firm behind it. We want our clients across the Midwest to feel confident knowing they have a dedicated local advisor supported by the breadth, scale and expertise of our entire platform.”
This expansion is designed to serve both existing relationships and new clients in these markets, while also supporting our continued growth by attracting experienced advisors seeking a platform that combines independence, collaboration and institutional-quality resources.
If you have a friend or colleague who lives in Chicago or Columbus and would like to learn more about Ancora’s services, you can have them connect with us directly here.
With a continued focus on relationships, investment capability and a highly personalized approach, our firm remains committed to delivering tailored financial solutions to families, businesses and institutions across the Midwest and beyond.
Should you have any questions about our new offices, we invite you to connect with our team.