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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-04-2003
- Office Locations
- 2
Office Locations
About Ancora Private Wealth Advisors, LLC
Ancora is a Cleveland-based private wealth advisor and institutional asset manager serving individuals, businesses, and institutions. The firm provides investment management, financial planning and insurance, plus corporate solutions including employee benefits. Its asset management platform spans equity, fixed income, mutual funds, and alternatives, with custody relationships including Schwab.
Reported data analysis
What the numbers show
Between March 21, 2025 and April 1, 2026, reported AUM increased 21.4%, from $3.2B to $3.9B.
Across 5 reported observations, AUM increased 59.2% between March 24, 2022 and April 1, 2026, from $2.4B to $3.9B.
Of the latest reported AUM, 96.8% is discretionary and 3.2% is non-discretionary.
The firm reports 29 advisory representatives and 4,509 clients, or 155.5 clients per representative. That equates to $864.9K in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ancora Private Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN GREGORY BARTELS
Financial Advisor, General Partner, President
- CRD
- #2780646
- Ownership
- Less than 5%
Matthew Martin D'Anniballe
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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RYAN BARTELS
Wealth Advisor
- CRD
- #7120648
ASHLEY BENTON-COOPER
COMPLIANCE OFFICER, Registered Representative
- CRD
- #4977623
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,776,712,376 | $851,378 |
| Non-Discretionary | $122,915,933 | $1,683,780 |
| Total | $3,899,628,309 | $864,854 |
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Separately Managed Accounts
SMA allocation detail is available
Ancora Private Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Ancora Private Wealth Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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