CLEARSTEAD ADVISORS, LLC
Legal name: CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CRD #105674 SEC #801-33554 CLEVELAND, OH 216-621-1090
SEC Registered
Total AUM
$24.3B
Discretionary
$18.6B
Employees
223
Clients
--
Accounts
12,144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $24.3B | $18.6B | $5.7B | 223 | 413 |
| Mar 2025 | $24.3B | $18.6B | $5.7B | 223 | 413 |
| Feb 2025 | $22.4B | $15.9B | $6.4B | 190 | 116 |
| Aug 2024 | $22.4B | $15.9B | $6.4B | 190 | 116 |
| Jul 2024 | $22.4B | $15.9B | $6.4B | 190 | 116 |
| Apr 2024 | $15.3B | $9.6B | $5.7B | 190 | 216 |
| Mar 2024 | $15.3B | $9.6B | $5.7B | 145 | 216 |
| Jan 2024 | $10.2B | $6.8B | $3.4B | 126 | 72 |
| May 2023 | $10.2B | $6.8B | $3.4B | 126 | 72 |
| Mar 2023 | $10.2B | $6.8B | $3.4B | 126 | 72 |
| Feb 2023 | $11.2B | $7.6B | $3.6B | 91 | 82 |
| Jun 2022 | $11.2B | $7.6B | $3.6B | 91 | 82 |
| Mar 2022 | $11.2B | $7.6B | $3.6B | 91 | 82 |
| Feb 2022 | $7.2B | $5.6B | $1.5B | 91 | 67 |
| Jul 2021 | $7.2B | $5.6B | $1.5B | 91 | 67 |
| Mar 2021 | $7.2B | $5.6B | $1.5B | 91 | 67 |
| Jun 2020 | $5.8B | $4.5B | $1.3B | 80 | 52 |
| May 2020 | $5.8B | $4.5B | $1.3B | 80 | 52 |
| Mar 2020 | $5.8B | $4.5B | $1.3B | 80 | 52 |
| Dec 2019 | $4.3B | $3.2B | $1.1B | 73 | 53 |
| Apr 2019 | $4.3B | $3.2B | $1.1B | 73 | 53 |
| Mar 2019 | $4.3B | $3.2B | $1.1B | 73 | 53 |
| Nov 2018 | $4.1B | $3B | $1B | 72 | 80 |
| Oct 2018 | $4.1B | $3B | $1B | 72 | 80 |
| Oct 2018 | $4.1B | $3B | $1B | 72 | 80 |
| Mar 2018 | $4.1B | $3B | $1B | 72 | 80 |
| Mar 2017 | $3.2B | $2.5B | $731.9M | 69 | 700 |
| Jan 2017 | $2.5B | $1.9B | $670.7M | 67 | 600 |
| Mar 2016 | $2.5B | $1.9B | $670.7M | 67 | 600 |
| Dec 2015 | $2.3B | $1.6B | $687M | 60 | 500 |
| Apr 2015 | $2.3B | $1.6B | $687M | 60 | 500 |
| Mar 2015 | $2.3B | $1.6B | $687M | 60 | 500 |
| Jan 2015 | $1.6B | $991M | $646.6M | 59 | 300 |
| Dec 2014 | $1.6B | $991M | $646.6M | 52 | 300 |
| May 2014 | $1.6B | $991M | $646.6M | 52 | 300 |
| Apr 2014 | $1.6B | $991M | $646.6M | 52 | 300 |
| Mar 2014 | $1.6B | $991M | $646.6M | 52 | 300 |
| Mar 2013 | $1.2B | $543.2M | $699.2M | 50 | 333 |
| Mar 2012 | $1.1B | $571.1M | $543M | 11 | 288 |
| Jan 2012 | $355.6M | $290.2M | $65.4M | 11 | 26 |
| Mar 2011 | $355.6M | $290.2M | $65.4M | -- | -- |
| Dec 2010 | $71.6M | $71.6M | $0 | -- | -- |
| Jun 2010 | $71.6M | $71.6M | $0 | -- | -- |
| Jun 2010 | $71.6M | $71.6M | $0 | -- | -- |
| Mar 2010 | $71.6M | $71.6M | $0 | -- | -- |
DateDec 2025
Total AUM$24.3B
Discretionary$18.6B
Non-Disc.$5.7B
Employees223
Clients413
DateMar 2025
Total AUM$24.3B
Discretionary$18.6B
Non-Disc.$5.7B
Employees223
Clients413
DateFeb 2025
Total AUM$22.4B
Discretionary$15.9B
Non-Disc.$6.4B
Employees190
Clients116
DateAug 2024
Total AUM$22.4B
Discretionary$15.9B
Non-Disc.$6.4B
Employees190
Clients116
DateJul 2024
Total AUM$22.4B
Discretionary$15.9B
Non-Disc.$6.4B
Employees190
Clients116
DateApr 2024
Total AUM$15.3B
Discretionary$9.6B
Non-Disc.$5.7B
Employees190
Clients216
DateMar 2024
Total AUM$15.3B
Discretionary$9.6B
Non-Disc.$5.7B
Employees145
Clients216
DateJan 2024
Total AUM$10.2B
Discretionary$6.8B
Non-Disc.$3.4B
Employees126
Clients72
DateMay 2023
Total AUM$10.2B
Discretionary$6.8B
Non-Disc.$3.4B
Employees126
Clients72
DateMar 2023
Total AUM$10.2B
Discretionary$6.8B
Non-Disc.$3.4B
Employees126
Clients72
DateFeb 2023
Total AUM$11.2B
Discretionary$7.6B
Non-Disc.$3.6B
Employees91
Clients82
DateJun 2022
Total AUM$11.2B
Discretionary$7.6B
Non-Disc.$3.6B
Employees91
Clients82
DateMar 2022
Total AUM$11.2B
Discretionary$7.6B
Non-Disc.$3.6B
Employees91
Clients82
DateFeb 2022
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.5B
Employees91
Clients67
DateJul 2021
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.5B
Employees91
Clients67
DateMar 2021
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.5B
Employees91
Clients67
DateJun 2020
Total AUM$5.8B
Discretionary$4.5B
Non-Disc.$1.3B
Employees80
Clients52
DateMay 2020
Total AUM$5.8B
Discretionary$4.5B
Non-Disc.$1.3B
Employees80
Clients52
DateMar 2020
Total AUM$5.8B
Discretionary$4.5B
Non-Disc.$1.3B
Employees80
Clients52
DateDec 2019
Total AUM$4.3B
Discretionary$3.2B
Non-Disc.$1.1B
Employees73
Clients53
DateApr 2019
Total AUM$4.3B
Discretionary$3.2B
Non-Disc.$1.1B
Employees73
Clients53
DateMar 2019
Total AUM$4.3B
Discretionary$3.2B
Non-Disc.$1.1B
Employees73
Clients53
DateNov 2018
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1B
Employees72
Clients80
DateOct 2018
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1B
Employees72
Clients80
DateOct 2018
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1B
Employees72
Clients80
DateMar 2018
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1B
Employees72
Clients80
DateMar 2017
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$731.9M
Employees69
Clients700
DateJan 2017
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$670.7M
Employees67
Clients600
DateMar 2016
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$670.7M
Employees67
Clients600
DateDec 2015
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$687M
Employees60
Clients500
DateApr 2015
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$687M
Employees60
Clients500
DateMar 2015
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$687M
Employees60
Clients500
DateJan 2015
Total AUM$1.6B
Discretionary$991M
Non-Disc.$646.6M
Employees59
Clients300
DateDec 2014
Total AUM$1.6B
Discretionary$991M
Non-Disc.$646.6M
Employees52
Clients300
DateMay 2014
Total AUM$1.6B
Discretionary$991M
Non-Disc.$646.6M
Employees52
Clients300
DateApr 2014
Total AUM$1.6B
Discretionary$991M
Non-Disc.$646.6M
Employees52
Clients300
DateMar 2014
Total AUM$1.6B
Discretionary$991M
Non-Disc.$646.6M
Employees52
Clients300
DateMar 2013
Total AUM$1.2B
Discretionary$543.2M
Non-Disc.$699.2M
Employees50
Clients333
DateMar 2012
Total AUM$1.1B
Discretionary$571.1M
Non-Disc.$543M
Employees11
Clients288
DateJan 2012
Total AUM$355.6M
Discretionary$290.2M
Non-Disc.$65.4M
Employees11
Clients26
DateMar 2011
Total AUM$355.6M
Discretionary$290.2M
Non-Disc.$65.4M
Employees--
Clients--
DateDec 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees--
Clients--