CBIZ FINANCIAL SOLUTIONS, INC.
Legal name: CBIZ RETIREMENT PLAN ADVISORY SERVICES
CRD #16678 SEC #801-56332 CLEVELAND, OH 216-447-9000
SEC Registered Broker-Dealer
Total AUM
$23.9M
Discretionary
$23.9M
Employees
21
Clients
0
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $23.9M | $23.9M | $0 | 21 | 12 |
| Mar 2024 | $41.1M | $41.1M | $0 | 24 | 32 |
| Nov 2023 | $57.9M | $57.9M | $0 | 27 | 42 |
| Mar 2023 | $57.9M | $57.9M | $0 | 27 | 42 |
| Mar 2022 | $172.4M | $172.4M | $0 | 28 | 62 |
| Nov 2021 | $129.4M | $129.4M | $0 | 54 | 80 |
| Sep 2021 | $129.4M | $129.4M | $0 | 54 | 80 |
| Apr 2021 | $129.4M | $129.4M | $0 | 54 | 80 |
| Apr 2021 | $129.4M | $129.4M | $0 | 54 | 80 |
| Mar 2021 | $129.4M | $129.4M | $0 | 54 | 80 |
| Mar 2021 | $129.4M | $129.4M | $0 | 54 | 80 |
| Nov 2020 | $381.4M | $381.4M | $0 | 61 | 354 |
| Oct 2020 | $381.4M | $381.4M | $0 | 61 | 354 |
| Jun 2020 | $381.4M | $381.4M | $0 | 61 | 354 |
| Mar 2020 | $381.4M | $381.4M | $0 | 61 | 354 |
| Mar 2019 | $17.8B | $1.6B | $16.3B | 61 | 0 |
| Mar 2018 | $17B | $998.8M | $16B | 65 | 0 |
| Dec 2017 | $13.8B | $715.5M | $13.1B | 66 | 900 |
| Mar 2017 | $13.8B | $715.5M | $13.1B | 66 | 900 |
| May 2016 | $11.3B | $541.5M | $10.8B | 77 | 800 |
| Mar 2016 | $11.3B | $541.5M | $10.8B | 77 | 800 |
| May 2015 | $9.7B | $502.6M | $9.2B | 77 | 800 |
| Mar 2015 | $9.7B | $502.6M | $9.2B | 77 | 800 |
| Mar 2014 | $8.7B | $399.1M | $8.3B | 77 | 800 |
| Jul 2013 | $5.6B | $158M | $5.4B | 77 | 1,000 |
| Mar 2013 | $5.6B | $158M | $5.4B | 77 | 1,000 |
| Feb 2013 | $5B | $127.8M | $4.9B | 65 | 1,500 |
| Jan 2013 | $5B | $127.8M | $4.9B | 65 | 1,500 |
| May 2012 | $5B | $127.8M | $4.9B | 51 | 1,500 |
| Apr 2012 | $5B | $127.8M | $4.9B | 51 | 1,500 |
| Apr 2012 | $5B | $127.8M | $4.9B | 51 | 1,500 |
| Mar 2012 | $5B | $127.8M | $4.9B | 51 | 1,500 |
| Mar 2011 | $2.8B | $278.9M | $2.5B | 51 | -- |
| May 2010 | $1.3B | $256.9M | $1.1B | 51 | -- |
| May 2010 | $1.3B | $256.9M | $1.1B | 51 | -- |
| Mar 2007 | $1.3B | $31.3M | $1.3B | 51 | -- |
| Mar 2006 | $1.1B | $25.6M | $1.1B | -- | -- |
| Jan 2006 | $994M | $196.2M | $797.8M | -- | -- |
| Dec 2005 | $994M | $196.2M | $797.8M | -- | -- |
| Jun 2005 | $994M | $196.2M | $797.8M | -- | -- |
| Sep 2004 | $733.8M | $9.8M | $724M | -- | -- |
| Mar 2004 | $733.8M | $9.8M | $724M | -- | -- |
| Apr 2002 | $930.1M | $20.3M | $909.8M | -- | -- |
| Mar 2002 | $930.1M | $20.3M | $909.8M | -- | -- |
| Aug 2001 | $539M | $13.1M | $525.9M | -- | -- |
| Aug 2001 | $539M | $13.1M | $525.9M | -- | -- |
DateMar 2025
Total AUM$23.9M
Discretionary$23.9M
Non-Disc.$0
Employees21
Clients12
DateMar 2024
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees24
Clients32
DateNov 2023
Total AUM$57.9M
Discretionary$57.9M
Non-Disc.$0
Employees27
Clients42
DateMar 2023
Total AUM$57.9M
Discretionary$57.9M
Non-Disc.$0
Employees27
Clients42
DateMar 2022
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees28
Clients62
DateNov 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees54
Clients80
DateSep 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees54
Clients80
DateApr 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees54
Clients80
DateApr 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees54
Clients80
DateMar 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees54
Clients80
DateMar 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees54
Clients80
DateNov 2020
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$0
Employees61
Clients354
DateOct 2020
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$0
Employees61
Clients354
DateJun 2020
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$0
Employees61
Clients354
DateMar 2020
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$0
Employees61
Clients354
DateMar 2019
Total AUM$17.8B
Discretionary$1.6B
Non-Disc.$16.3B
Employees61
Clients0
DateMar 2018
Total AUM$17B
Discretionary$998.8M
Non-Disc.$16B
Employees65
Clients0
DateDec 2017
Total AUM$13.8B
Discretionary$715.5M
Non-Disc.$13.1B
Employees66
Clients900
DateMar 2017
Total AUM$13.8B
Discretionary$715.5M
Non-Disc.$13.1B
Employees66
Clients900
DateMay 2016
Total AUM$11.3B
Discretionary$541.5M
Non-Disc.$10.8B
Employees77
Clients800
DateMar 2016
Total AUM$11.3B
Discretionary$541.5M
Non-Disc.$10.8B
Employees77
Clients800
DateMay 2015
Total AUM$9.7B
Discretionary$502.6M
Non-Disc.$9.2B
Employees77
Clients800
DateMar 2015
Total AUM$9.7B
Discretionary$502.6M
Non-Disc.$9.2B
Employees77
Clients800
DateMar 2014
Total AUM$8.7B
Discretionary$399.1M
Non-Disc.$8.3B
Employees77
Clients800
DateJul 2013
Total AUM$5.6B
Discretionary$158M
Non-Disc.$5.4B
Employees77
Clients1,000
DateMar 2013
Total AUM$5.6B
Discretionary$158M
Non-Disc.$5.4B
Employees77
Clients1,000
DateFeb 2013
Total AUM$5B
Discretionary$127.8M
Non-Disc.$4.9B
Employees65
Clients1,500
DateJan 2013
Total AUM$5B
Discretionary$127.8M
Non-Disc.$4.9B
Employees65
Clients1,500
DateMay 2012
Total AUM$5B
Discretionary$127.8M
Non-Disc.$4.9B
Employees51
Clients1,500
DateApr 2012
Total AUM$5B
Discretionary$127.8M
Non-Disc.$4.9B
Employees51
Clients1,500
DateApr 2012
Total AUM$5B
Discretionary$127.8M
Non-Disc.$4.9B
Employees51
Clients1,500
DateMar 2012
Total AUM$5B
Discretionary$127.8M
Non-Disc.$4.9B
Employees51
Clients1,500
DateMar 2011
Total AUM$2.8B
Discretionary$278.9M
Non-Disc.$2.5B
Employees51
Clients--
DateMay 2010
Total AUM$1.3B
Discretionary$256.9M
Non-Disc.$1.1B
Employees51
Clients--
DateMay 2010
Total AUM$1.3B
Discretionary$256.9M
Non-Disc.$1.1B
Employees51
Clients--
DateMar 2007
Total AUM$1.3B
Discretionary$31.3M
Non-Disc.$1.3B
Employees51
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$25.6M
Non-Disc.$1.1B
Employees--
Clients--
DateJan 2006
Total AUM$994M
Discretionary$196.2M
Non-Disc.$797.8M
Employees--
Clients--
DateDec 2005
Total AUM$994M
Discretionary$196.2M
Non-Disc.$797.8M
Employees--
Clients--
DateJun 2005
Total AUM$994M
Discretionary$196.2M
Non-Disc.$797.8M
Employees--
Clients--
DateSep 2004
Total AUM$733.8M
Discretionary$9.8M
Non-Disc.$724M
Employees--
Clients--
DateMar 2004
Total AUM$733.8M
Discretionary$9.8M
Non-Disc.$724M
Employees--
Clients--
DateApr 2002
Total AUM$930.1M
Discretionary$20.3M
Non-Disc.$909.8M
Employees--
Clients--
DateMar 2002
Total AUM$930.1M
Discretionary$20.3M
Non-Disc.$909.8M
Employees--
Clients--
DateAug 2001
Total AUM$539M
Discretionary$13.1M
Non-Disc.$525.9M
Employees--
Clients--
DateAug 2001
Total AUM$539M
Discretionary$13.1M
Non-Disc.$525.9M
Employees--
Clients--