CRD: 286002
Cbiz Investment Advisory Services, LLC
$12.8B Total AUM
$12.8B Disc. AUM
17.6% 3Y CAGR
93 Employees
3,618 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Tiaa · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2017
- Office Locations
- 28
Office Locations
1001 Conshohocken State RD Suite 2-201 Conshohocken PA
115 W State ST Media PA
14567 N Outer 40 RD Suite Chesterfield MO
About Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC is a Cleveland-based RIA with 28 offices. The firm has been operating for 9 years. Managing $12.8B in total assets under management, with 87 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
47 AVG AGE
$146.7M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
5 yrs AVG TENURE
93 Employees
87 Advisory Reps
87 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Christopher Mark Brown
Chief Compliance Officer
- CRD
- #6028654
- Ownership
- Less than 5%
Available
Available
Available
J
James Andrew King
Executive Consultant, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
JACOB CHARLES ADAMCZYK
--
- CRD
- #6285381
Available
Available
Available
S
SCOTT ADAMS
--
- CRD
- #2945109
Available
Available
Available
Showing 2 of 90 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,762,169,497 | $4,477,954 |
| Non-Discretionary | $0 | -- |
| Total | $12,762,169,497 | $4,477,954 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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