Wealth Manager
    SEC Registered
    Manages Private Funds

    Cbiz Investment Advisory Services, LLC

    Registered investment advisor · Cleveland, Ohio · CRD #286002

    Assets Under Management
    $12.8B
    Client Accounts
    2,850
    Employees
    93
    CRD Number
    286002
    Registration
    SEC Registered
    Custodian
    Fidelity Investments Institutional Operations Company Inc., Charles Schwab & Co., Inc., Voya Financial, Empower Financial Services, Inc., Tiaa Financial Services

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cbiz Investment Advisory Services, LLC

    CBIZ is a prominent provider of professional advisory services in the U.S., focusing on accounting, tax, benefits, insurance, HR, payroll, and technology solutions for middle-market companies. The company combines national resources with local expertise to help businesses tackle challenges, drive growth, and ensure compliance across various sectors. CBIZ offers a wide range of services, including independent audits, tax planning, risk management, employee benefits consulting, and managed IT ser

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cbiz Investment Advisory Services, LLC

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    Frequently Asked Questions

    What is Cbiz Investment Advisory Services, LLC's AUM?

    Cbiz Investment Advisory Services, LLC reports approximately $12.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cbiz Investment Advisory Services, LLC headquartered?

    Cbiz Investment Advisory Services, LLC is headquartered in Cleveland, Ohio.

    What is Cbiz Investment Advisory Services, LLC's CRD number?

    Cbiz Investment Advisory Services, LLC's CRD number is 286002. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cbiz Investment Advisory Services, LLC manage?

    Cbiz Investment Advisory Services, LLC manages approximately 2,850 client accounts according to its latest SEC filing.

    Is Cbiz Investment Advisory Services, LLC SEC registered?

    Yes, Cbiz Investment Advisory Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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