Clearstead Advisors, LLC

Overview

Clearstead Advisors, LLC is a financial advisory firm serving wealthy families and leading institutions. Founded in 1989 and headquartered in Cleveland, Ohio, the firm offers a comprehensive suite of services, including private wealth management, institutional investment consulting, and advisory solutions. With approximately $55 billion in assets under advisement and over 300 employees, Clearstead has established a significant presence in the financial advisory sector. The firm's investment approach is characterized by a commitment to personalized strategies that integrate tax planning, financial planning, trust administration, and investment management. Clearstead's in-house research team conducts thorough due diligence on investment managers, ensuring that recommendations align with clients' unique objectives. The firm has expanded its capabilities through strategic acquisitions, such as the acquisition of Waveland Family Office in 2025, which added approximately $420 million in assets under management and established a presence in the Chicago market. Clearstead's growth trajectory continued with the acquisition of The Clarius Group in 2026, a Seattle-based multi-family office managing approximately $5.1 billion in assets. This expansion further deepened Clearstead's capabilities for ultra-high-net-worth and family office clients, enhancing its investment advisory, family office services, personal accounting, and multi-generational planning offerings. The firm's strategic growth and commitment to comprehensive wealth management have solidified its position as a leading financial advisory firm in the United States.

Investment Focus

• High-net-worth individuals and families
• Leading institutions
• Endowments and foundations
• Retirement plans
• Colleges and universities
• Hospitals

Portfolio Companies