RIA Intel›Advisers›Ohio›CLEARSTEAD ADVISORS, LLC

CLEARSTEAD ADVISORS, LLC

Advisory

N·CLEVELAND, OH

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$33.9B

1-Year AUM Growth

+46.0%

3-Year CAGR

+45.1%

Employees

104

Assets Under Management

Total AUM$33.9B

Discretionary AUM$25.9B

Non-Discretionary AUM$7.9B

Discretionary %76.6%

Total Clients4,635

Team

Total Employees104

Investment Advisers280

Employee Growth (1Y)+66.7%

Filing History

Total Filings on Record43

First FilingMar 31, 2010

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLEARSTEAD ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.