Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 30, 2026, reports $33.9B in regulatory assets under management, 280 employees, 8 offices, and 14,707 accounts.
Assets Under Management
$33.9B
Employees
280
Offices
8 offices
Total Clients
4,819
Primary office
CLEVELAND, OH
1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH, United States
Top client segmentHNWI represent 45.1% of total clients.
Top client categories% of clientsClients
1
HNWI
45.1%
2,175
2
Individuals
44.3%
2,136
3
Corporations
9.7%
468
4
Pension Plans
0.5%
22
5
INCLUDES INSTITUTIONAL AND PRIVATE CLIENTS WITH NO RAUM
0.2%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$33.9Bas of March 30, 2026
Discretionary76.6%
$25.9B
77% of total RAUM76.6%
Non-discretionary23.4%
$7.9B
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$33.9B
Total Accounts14,707
10Y AUM Change+$30.7B (+950.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees280
Clients per Employee17:1
10Y Employee Change+211 (+305.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.