CRD: 105674
Clearstead; Clearstead Advisory Solutions
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-29-1988
- Office Locations
- 10
Office Locations
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.
Reported data analysis
What the numbers show
Between December 11, 2025 and March 30, 2026, reported AUM increased 39.5%, from $24.3B to $33.9B.
Across 5 reported observations, AUM increased 201.8% between June 30, 2022 and March 30, 2026, from $11.2B to $33.9B.
Of the latest reported AUM, 76.6% is discretionary and 23.4% is non-discretionary.
The firm reports 104 advisory representatives and 4,831 clients, or 46.5 clients per representative. That equates to $7.0M in reported AUM per client.
The profile lists 10 reported office locations and 37 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clearstead; Clearstead Advisory Solutions record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANEET PRADEEP DESHPANDE
Chief Investment Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
DAVID CAMPBELL FULTON
Chairman Emeritus
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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ERIN ABATE
--
- CRD
- #8071859
RICHARD AHRENS
Associate
- CRD
- #2569915
Showing 2 of 76 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Clearstead; Clearstead Advisory Solutions has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Clearstead; Clearstead Advisory Solutions's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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