# Clearstead; Clearstead Advisory Solutions

> Clearstead; Clearstead Advisory Solutions is an SEC-registered investment advisory firm in Cleveland, OH, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 105674
- Filed as: CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
- Legal name: Clearstead Advisors, LLC
- Also doing business as: CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105674
- AdvisorCensus page: https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674

## Quick answers

**How is Clearstead; Clearstead Advisory Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Clearstead; Clearstead Advisory Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clearstead; Clearstead Advisory Solutions located?**
Clearstead; Clearstead Advisory Solutions' principal office is in Cleveland, OH, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

**Is Clearstead; Clearstead Advisory Solutions registered with the SEC or a state?**
Clearstead; Clearstead Advisory Solutions is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105674.

**How much does Clearstead; Clearstead Advisory Solutions manage?**
Clearstead; Clearstead Advisory Solutions reports $33,880,026,978 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (77% discretionary).

**How have Clearstead; Clearstead Advisory Solutions' assets and staff changed since 2021?**
In the Form ADV data for Clearstead; Clearstead Advisory Solutions: Regulatory assets under management: $7,162,977,375 in the October 2021 data and $33,880,026,978 in the October 2026 data, up 373%. Total employees: 91 in October 2021 and 280 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearstead; Clearstead Advisory Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2,175); individuals (other than high net worth individuals) (2,136); corporations or other businesses not listed above (468).

**Which custodians does Clearstead; Clearstead Advisory Solutions use?**
Clearstead; Clearstead Advisory Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Clearstead; Clearstead Advisory Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105674

**What changed in Clearstead; Clearstead Advisory Solutions' recent Form ADV filings?**
In the August 2026 filing data: Added an office in Lake Oswego, OR. Added an office in Philadelphia, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $33,880,026,978
- Discretionary: $25,942,901,349
- Non-discretionary: $7,937,125,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,136 | $782,607,069 |
| High net worth individuals | 2,175 | $20,501,035,476 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $173,467,527 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | $2,053,231,973 |
| State or municipal government entities (including government pension plans) | 3 | $6,471,475 |
| Corporations or other businesses not listed above | 468 | $10,363,213,458 |
| Other | 12 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 1988 (37 years)
- Employees: 280 total, 104 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Deerfield, IL
- Hudson, OH
- Lake Oswego, OR
- Norfolk, VA
- Pepper Pike, OH
- Philadelphia, PA
- Raleigh, NC
- Roanoke, VA
- Seattle, WA
- Westlake, OH

### Websites listed on Form ADV (Item 1.I)
- [clariusgroup.com](https://clariusgroup.com)
- [clearstead.com](https://clearstead.com)
- [clearsteadinvestmentforum.buzzsprout.com](https://clearsteadinvestmentforum.buzzsprout.com)
- [info.clearstead.com/clearstead-newsletters-subscription-signup](https://info.clearstead.com/clearstead-newsletters-subscription-signup)
- [vimeo.com/clearstead](https://vimeo.com/clearstead)
- [wwwyoutube.com/@ClearsteadAdvisorsLLC](https://wwwyoutube.com/@ClearsteadAdvisorsLLC)
- Facebook facebook.com
- LinkedIn @clearstead
- LinkedIn @theclariusgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,162,977,375 | 91 | July 29, 2021 |
| October 2022 | $11,225,683,077 | 91 | June 30, 2022 |
| October 2023 | $10,227,847,468 | 126 | May 1, 2023 |
| October 2024 | $22,368,771,314 | 190 | August 30, 2024 |
| October 2025 | $24,294,182,322 | 223 | March 21, 2025 |
| October 2026 | $33,880,026,978 | 280 | July 31, 2026 |

Regulatory assets under management: $7,162,977,375 in the October 2021 data and $33,880,026,978 in the October 2026 data, up 373%.
Total employees: 91 in October 2021 and 280 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Lake Oswego, OR.
- Added an office in Philadelphia, PA.

### April 2026
- Employees performing advisory functions went from 85 to 104.
- Regulatory assets under management went from $24,294,182,322 to $33,880,026,978 (+39%).
- Added an office in Seattle, WA.
- No longer lists an office in Norfolk, VA.
- Registered or notice-filed in WY.

### January 2026
- No longer lists an office in Valley City, OH.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearstead; Clearstead Advisory Solutions (CRD 105674): Form ADV filing data as of October 2026.