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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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