Wealth Manager
    SEC Registered
    Manages Private Funds

    Clearstead; Clearstead Advisory Solutions

    Registered investment advisor · Cleveland, Ohio · CRD #105674

    Assets Under Management
    $33.9B
    Client Accounts
    14,707
    Employees
    280
    CRD Number
    105674
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

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

    About Clearstead; Clearstead Advisory Solutions

    Clearstead Advisors, LLC is an independent financial advisory firm based in Cleveland, Ohio. Founded in 1989, the firm manages approximately $50 billion in assets, including $24 billion in regulatory assets under management. Clearstead serves private clients, institutions, and trust company clients across nine cities, supported by a team of about 270 professionals. As a fiduciary, Clearstead emphasizes objectivity and collaboration, providing research-driven investment management and comprehens

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Clearstead; Clearstead Advisory Solutions

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    Frequently Asked Questions

    What is Clearstead; Clearstead Advisory Solutions's AUM?

    Clearstead; Clearstead Advisory Solutions reports approximately $33.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clearstead; Clearstead Advisory Solutions headquartered?

    Clearstead; Clearstead Advisory Solutions is headquartered in Cleveland, Ohio.

    What is Clearstead; Clearstead Advisory Solutions's CRD number?

    Clearstead; Clearstead Advisory Solutions's CRD number is 105674. 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 Clearstead; Clearstead Advisory Solutions manage?

    Clearstead; Clearstead Advisory Solutions manages approximately 14,707 client accounts according to its latest SEC filing.

    Is Clearstead; Clearstead Advisory Solutions SEC registered?

    Yes, Clearstead; Clearstead Advisory Solutions is registered with the SEC as an investment adviser with an approved registration status.

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