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CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC
CRD 105674 · SEC 801-33554
1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH, 44114, United States
Phone
216-621-1090
Fax
216-621-1093
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.88B
Discretionary AUM
$25.94B
Team
280 total employees; 104 advisory reps; 12 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsINVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2136 | $782.6M |
| High net worth individuals | 2175 | $20.50B |
| Pooled investment vehicles | 3 | $173.5M |
| Pension/profit sharing plans | 22 | $2.05B |
| State/municipal entities | 3 | $6.5M |
| Corporations/business entities | 468 | $10.36B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.clearstead.com
- https://www.linkedin.com/company/clearstead/
- https://clearsteadinvestmentforum.buzzsprout.com/
- https://vimeo.com/clearstead
- https://info.clearstead.com/clearstead-newsletters-subscription-signup
- https://wwwyoutube.com/@ClearsteadAdvisorsLLC
- https://www.linkedin.com/company/theclariusgroup
- HTTPS://WWW.CLARIUSGROUP.COM
- https://www.facebook.com/profile.php?id=61573649610640#
Official SEC filing: View on IAPD