CLEARSTEAD ADVISORS, LLC
Doing business as CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$33,880,026,978
Discretionary
$25,942,901,349
Non-discretionary
$7,937,125,629
Firm details
- CRD number
- 105674
- SEC file number
- 801-33554
- Main office
- CLEVELAND, OH, United States
- Employees
- 280
- SEC status
- Approved
- Website
- HTTP://WWW.clearstead.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.