Cbiz Investment Advisory Services, LLC 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 20, 2026, reports $12.8B in regulatory assets under management, 93 employees, 23 offices, and 2,850 accounts.
Assets Under Management
$12.8B
Employees
93
Offices
23 offices
Total Clients
2,850
Primary office
CLEVELAND, OH
5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, United States
Top client segmentIndividuals represent 48.5% of total clients.
Top client categories% of clientsClients
1
Individuals
48.5%
1,382
2
Pension Plans
25.6%
730
3
HNWI
13.4%
383
4
Government
8.5%
243
5
CHURCHES, SCHOOLS
2.4%
68
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.8Bas of March 20, 2026
Discretionary100.0%
$12.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$12.8B
Total Accounts2,850
10Y AUM Change+$12.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees93
Clients per Employee31:1
10Y Employee Change+27 (+40.9%)
* 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.