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Clearstead

is an Ohio-based wealth management firm that provides services such as investment management, financial advisory, and tax planning for individuals and institutions... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Clearstead

is an Ohio-based wealth management firm that provides services such as investment management, financial advisory, and tax planning for individuals and institutions... Read more
Clearstead Chairman & CEO: Dave C. Fulton

Chairman & CEO

Dave C. Fulton

CEO Approval Rating

90/100

1989

PrivateAcquired by Flexpoint Ford, LLC

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$5.0-25M
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Est. Employees
1.0-5.0K
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Acquisitions
5

News

Partnership
Mar 25, 2026
StreetInsider
Third Federal Partners with Clearstead Advisory Solutions for Access to Wealth Management Services for Customers
Acquisition
Feb 09, 2026
Pulse2.0
Clearstead acquired The Clarius Group for undisclosed amount

Clearstead Competitors

1Mission Wealth
2EP Wealth
3Savant
4Aegis Financial
5Cooper/Haims
6TC Wealth Partners
7BGWA
8Ed Rempel & Associates
9Montecito Capital Management
10Segall Bryant Hamill LLC
Unlock 15 + competitors

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