Clearstead Advisors

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Trust Score 99%
Trust Score  info_outline

Clearstead Advisors, federally registered in 1988, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 8 advisors. Clearstead Advisors manages $4.3 billion and provides investment advisory services for 683 clients (1:86 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor F. Carl Walter
Avg Advisor Trust Score 98
Avg Advisor Years Registered 7
Minimum Investment $0
Average Client Balance $6,342,591
Total AUM $4.3 billion
Advisor / Client Ratio 1:86
Headquarters Cleveland, OH
SEC Filings Forms and Brochures    (CRD # 105674)
State(s) Registered CA, FL, IL, IN, ME, MD, MA, MI, MN, NE, NH, NJ, NY, NC, OH, PA, SC, TX, VT, VA, WA

Questions & Answers

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Debbie wrote: Any locations near Folsom CA?

2 months ago
Response from Jessica H at

Clearstead Advisors' only location is in Cleveland, OH.

Leslie wrote: Are your fees commission based?

4 months ago
Response from Jessica H at

Hartland & Co. currently does not accept commissions.