Clearstead; Clearstead Advisory Solutions

RIASEC RegisteredEst. 1988

Total AUM

$33.9B

Discretionary

$25.9B

77% of AUM

Avg account

$2.3M

Accounts

14,707

Employees

280

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 105674
Registered since: December 29, 1988
Website: clearstead.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI60.51%
Corporations / Businesses30.59%
Pension & Profit Sharing Plans6.06%
Individuals2.31%
Pooled Investment Vehicles0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Clearstead; Clearstead Advisory Solutions is an independent registered investment adviser organized as an LLC and operating since 1988. The firm positions itself as a capital allocator for both individual and institutional clients, offering a mix of financial planning and portfolio management across single investors, pooled vehicles and institutional mandates. Its service menu includes pension consulting, manager selection and the publication of periodic research or newsletters. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm is not identified as an active ESG investor and lists a trust company among its industry affiliations. Recent recognitions include placements on Citywire’s "50 Growers Across America" (2025), Barron’s "Top 100 RIA Firms" (2025) and AdvisorHub’s "50 RIA Firms to Watch" (2026).