CRD: 105674
Clearstead; Clearstead Advisory Solutions
$33.9B Total AUM
$25.9B Disc. AUM
52.6% 3Y CAGR
280 Employees
4,831 ADV. Clients
37 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-29-1988
- Office Locations
- 10
Office Locations
1100 Superior AVE East Suite 700 Cleveland OH
150 West Main Street Norfolk VA
20 Church Avenue Suite 100 Roanoke VA
About Clearstead; Clearstead Advisory Solutions
Clearstead; Clearstead Advisory Solutions is a Cleveland-based RIA with 10 offices. The firm has been operating for 37 years. Managing $33.9B in total assets under management, with 104 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
42 AVG AGE
$325.8M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
2.5 yrs AVG TENURE
280 Employees
104 Advisory Reps
34 RIA Reps
37yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ANEET PRADEEP DESHPANDE
Chief Investment Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
DAVID CAMPBELL FULTON
Chairman Emeritus
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 12 owners & executives
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E
ERIN ABATE
--
- CRD
- #8071859
Available
Available
Available
RICHARD AHRENS
Associate
- CRD
- #2569915
Available
Available
Available
Showing 2 of 76 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,942,901,349 | $2,020,947 |
| Non-Discretionary | $7,937,125,629 | $4,244,452 |
| Total | $33,880,026,978 | $2,303,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | 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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