Clearstead; Clearstead Advisory Solutions

Updated today

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Client assets under management

$21,283,642,545

Clients

4,311

50% high-net worth

Advisors

of 280 employees

Firm type

Enterprise

51-2,000 advisors or $10B+ in AUM

Clients per advisor

High

Average account size

$4,937,055

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence

Main office location

Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East, Suite 700

Cleveland OH 44114, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 216-621-1090

Advisors at this firm

Kristen Z

CFP®

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

Robert M

Series 65

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

Daniel P

CFA®, Series 63, Series 65

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

Sugarsuren B

Series 65

Seattle, WA

Clearstead; Clearstead Advisory Solutions

Scott S

CFP®, Series 65

Cleveland, OH

Clearstead; Clearstead Advisory Solutions

Kurt E

Series 65

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

Keith V

CFA®, Series 63, Series 65

Seattle, WA

Clearstead; Clearstead Advisory Solutions

Wayne H

Series 63, Series 65

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

Nancy C

Series 65

Beachwood, OH

Clearstead; Clearstead Advisory Solutions

Jean H

Series 63, Series 66

Morristown, NJ

Clearstead; Clearstead Advisory Solutions

Jarred C

CFA®

Seattle, WA

Clearstead; Clearstead Advisory Solutions

Scott M

CFP®, Series 65

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

Wayne W

CFA®, Series 63, Series 65

Norfolk, VA

Clearstead; Clearstead Advisory Solutions

John M

CFP®

Beachwood, OH

Clearstead; Clearstead Advisory Solutions

Stephanie D

CFP®, Series 66

Seattle, WA

Clearstead; Clearstead Advisory Solutions

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