Clearstead; Clearstead Advisory Solutions logo

Clearstead; Clearstead Advisory Solutions

Updated today

Client assets under management

$21,283,642,545

Clients

4,311

50% high-net worth

Advisors

59

of 280 employees

Firm type

Enterprise

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

Clients per advisor

73

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

9

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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