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CBIZ INVESTMENT ADVISORY SERVICES, LLC

CLEVELAND, OH · CRD 286002 · IAPD ↗ · 216-447-9000

$12.76BRegulatory AUM
87Advisory reps
93Employees
768Clients
1-10Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CBIZ INVESTMENT ADVISORY SERVICES, LLC added office(s): 20 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — CBIZ INVESTMENT ADVISORY SERVICES, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2026 — CBIZ INVESTMENT ADVISORY SERVICES, LLC grew from 80 to 87 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — CBIZ INVESTMENT ADVISORY SERVICES, LLC shrank from 86 to 80 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
September 2024 — CBIZ INVESTMENT ADVISORY SERVICES, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CBIZ INVESTMENT ADVISORY SERVICES, LLC added office(s): 16 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — CBIZ INVESTMENT ADVISORY SERVICES, LLC reported RAUM up 37% ($6.45B -> $8.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — CBIZ INVESTMENT ADVISORY SERVICES, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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