A complete list of active advisors currently associated with Clearstead; Clearstead Advisory Solutions

Warmer can help you find a great advisor at Clearstead; Clearstead Advisory Solutions or one who fits your needs even better.

Clearstead serves both affluent private clients (families, individuals and related entities) and a range of institutional clients, offering investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm reports approximately $33.9 billion in assets under management and advises over 4,300 client relationships through a 59-advisor team. Clearstead’s investment process applies institutional disciplines—portfolio analytics, manager research, and strategic asset allocation—across private and institutional accounts, with discretionary and non-discretionary engagements. It implements a mix of mutual funds, ETFs, separately managed accounts, alternative investments and a proprietary Direct Indexing strategy that uses optimization software to match index risk factors while enabling tax-loss harvesting, and it performs ongoing rebalancing informed by its Investment Review Committee. Compared with many peers, Clearstead operates at a relatively high scale per advisor (over $200 million in AUM per advisor), and it combines that scale with specialty capabilities such as the ClearAccess platform for pooled access to private managers, a minority equity stake in GLASfunds (which it discloses and whose use by clients is optional), and in‑house trust subsidiaries and family office services. The firm also highlights operational features that may be atypical for some peers—held‑away account access via a third‑party portal (Pontera), limited use of AI tools for meeting summaries and research support, and an active role in forming and managing private pooled funds.

To learn more about the advisors currently working at Clearstead; Clearstead Advisory Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.