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CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

CLEVELAND, OH · CRD 105674 · IAPD ↗ · clearstead.com · 216-621-1090

$33.88BRegulatory AUM
104Advisory reps
280Employees
12Clients
More than 500Planning clients
3Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is now doing business as CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
April 2026 — CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS reported RAUM up 39% ($24.29B -> $33.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS now reports 3 private fund(s) ($173.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2026 — CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS grew from 85 to 104 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS grew from 80 to 85 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS notice-filed in AR, HI, IA, ID, KS, MO, MS, MT, ND, NM, PR, RI, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
August 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS reported RAUM up 46% ($15.32B -> $22.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
May 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS notice-filed in AL, DE, KY, ME, NE, NV, OK, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
May 2024 — CLEARSTEAD; HARTLAND & CO., LLC is now doing business as CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
May 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
May 2024 — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS grew from 60 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — CLEARSTEAD; HARTLAND & CO., LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2024 — CLEARSTEAD; HARTLAND & CO., LLC reported RAUM up 50% ($10.23B -> $15.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
April 2024 — CLEARSTEAD; HARTLAND & CO., LLC grew from 48 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.