CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

RIASEC RegisteredEst. 1988
Total AUM
$33.9B
Discretionary
$25.9B
77% of AUM
Avg account
$2.3M
Accounts
14,707
Employees
280
Advisory reps
70

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
105674
Registered since
December 29, 1988
Website
clearstead.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI60.51%
  • Corporations / Businesses30.59%
  • Pension & Profit Sharing Plans6.06%
  • Individuals2.31%
  • Pooled Investment Vehicles0.51%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Clearstead; Clearstead Advisory Solutions is an independent RIA structured as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management across individual and pooled vehicles, pension consulting and manager selection, plus publishes periodic investment commentary. Clearstead uses multiple fee arrangements (AUM-based, hourly, fixed fees and other structures) and is not positioned as an active ESG investor. Recent industry recognition includes placement on Barron's Top 100 RIA Firms (2025), Citywire’s 50 Growers Across America (2025), and AdvisorHub’s 50 RIA Firms to Watch (2026).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 20%, Private Funds 15%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities20%
  • Private Funds15%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 7

  • STEVEN WOLKEN

    Chief Compliance OfficerCRD 5322244

  • ANEET DESHPANDE

    Chief Investment OfficerCRD 6558334

  • Brittney Garrett

    Chief Financial OfficerCRD 7488927

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Contacts

3 of 63

  • THOMAS MCNALLY

    Managing DirectorCRD 4900146

  • ALLEN BERG

    Investment Adviser RepresentativeCRD 1536438

  • DENNIS ZASLAVSKY

    Senior Managing DirectorCRD 6251454

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 780

Active vs passive

$6.1B in ETFs

Passive

82%

$5B

Active

12%

$1.1B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$286M437,5854.72%
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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1100 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth