CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD #286002 SEC #801-108996 CLEVELAND, OH 216-447-9000
SEC Registered
Total AUM
$10.5B
Discretionary
$10.5B
Employees
86
Clients
0
Accounts
2,658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $10.5B | $10.5B | $0 | 86 | 823 |
| Dec 2024 | $8.9B | $8.9B | $0 | 94 | 867 |
| Aug 2024 | $8.9B | $8.9B | $0 | 94 | 867 |
| Apr 2024 | $8.9B | $8.9B | $0 | 94 | 867 |
| Mar 2024 | $8.9B | $8.9B | $0 | 94 | 867 |
| Nov 2023 | $6.5B | $6.5B | $0 | 91 | 781 |
| Apr 2023 | $6.5B | $6.5B | $0 | 91 | 781 |
| Mar 2023 | $6.5B | $6.5B | $0 | 91 | 781 |
| Jul 2022 | $7.1B | $7.1B | $0 | 89 | 795 |
| Mar 2022 | $7.1B | $7.1B | $0 | 89 | 795 |
| Mar 2022 | $7.1B | $7.1B | $0 | 89 | 795 |
| Nov 2021 | $6.7B | $6.7B | $0 | 89 | 755 |
| Sep 2021 | $6.7B | $6.7B | $0 | 89 | 755 |
| Mar 2021 | $6.7B | $6.7B | $0 | 89 | 755 |
| Nov 2020 | $4.3B | $4.3B | $0 | 83 | 570 |
| Aug 2020 | $4.3B | $4.3B | $0 | 83 | 570 |
| Jun 2020 | $4.3B | $4.3B | $0 | 83 | 570 |
| Mar 2020 | $4.3B | $4.3B | $0 | 83 | 570 |
| Dec 2019 | $2B | $1.4B | $584.5M | 55 | 0 |
| Jul 2019 | $2B | $1.4B | $584.5M | 55 | 0 |
| Jul 2019 | $2B | $1.4B | $584.5M | 55 | 0 |
| Apr 2019 | $2B | $1.4B | $584.5M | 55 | 0 |
| Mar 2019 | $2B | $2B | $33.3M | 55 | 0 |
| Mar 2019 | $145.6M | $145.6M | $0 | 32 | 0 |
| Nov 2018 | $145.6M | $145.6M | $0 | 32 | 0 |
| Oct 2018 | $145.6M | $145.6M | $0 | 32 | 0 |
| Mar 2018 | $145.6M | $145.6M | $0 | 32 | 0 |
| Dec 2017 | $135.3M | $135.3M | $0 | 32 | 0 |
| Sep 2017 | $0 | $0 | $0 | 66 | 0 |
| Jun 2017 | $0 | $0 | $0 | 66 | 0 |
| Feb 2017 | $0 | $0 | $0 | 66 | 0 |
| Jan 2017 | $0 | $0 | $0 | 66 | 0 |
DateMar 2025
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees86
Clients823
DateDec 2024
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees94
Clients867
DateAug 2024
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees94
Clients867
DateApr 2024
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees94
Clients867
DateMar 2024
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees94
Clients867
DateNov 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees91
Clients781
DateApr 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees91
Clients781
DateMar 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees91
Clients781
DateJul 2022
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees89
Clients795
DateMar 2022
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees89
Clients795
DateMar 2022
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees89
Clients795
DateNov 2021
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees89
Clients755
DateSep 2021
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees89
Clients755
DateMar 2021
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees89
Clients755
DateNov 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees83
Clients570
DateAug 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees83
Clients570
DateJun 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees83
Clients570
DateMar 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees83
Clients570
DateDec 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$584.5M
Employees55
Clients0
DateJul 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$584.5M
Employees55
Clients0
DateJul 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$584.5M
Employees55
Clients0
DateApr 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$584.5M
Employees55
Clients0
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$33.3M
Employees55
Clients0
DateMar 2019
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees32
Clients0
DateNov 2018
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees32
Clients0
DateOct 2018
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees32
Clients0
DateMar 2018
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees32
Clients0
DateDec 2017
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees32
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees66
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees66
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees66
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees66
Clients0