Clearstead

Clearstead Advisors, LLC is an independent financial advisory firm that specializes in providing customized wealth management services and investment advisory solutions to affluent families and leading institutions across the United States. Established in 1989 and headquartered in Cleveland, Ohio, Clearstead operates with the principle of fiduciary responsibility, prioritizing the best interests of its clients in all advisory capacities. The firm has built a strong reputation for its holistic approach to financial planning and investment management, integrating various financial services to cater to the unique needs of each client.

With a commitment to excellence and client success, Clearstead tailors its services to align with the individual goals of its clients, whether they are institutional investors with complex needs or individuals seeking to secure their financial future. As of April 2024, Clearstead oversees approximately $20 billion in client assets across 36 states, demonstrating its growing impact in the financial advisory sector. The firm prides itself on maintaining a collaborative culture and emphasizes the importance of robust, research-driven investment strategies while ensuring transparency and clarity in all client communications. Whether through wealth strategies, institutional consulting, or advanced investment research, Clearstead aims to build stronger financial futures for its clients and their communities.