CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Services
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,136 | $783M |
| High Net Worth Individuals | 2,175 | $20.5B |
| Pension/Profit Sharing Plans | 3 | $173M |
| Charitable Organizations | 22 | $2.1B |
12 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.