Clearstead Climbs to No. 36 on Barron’s 2026 Top RIA Firms List

Recognition Reflects Clearstead’s Continued Expansion as a National Wealth Management Firm

CLEVELAND, Sept. 24, 2026 — Clearstead Advisors, LLC (“Clearstead”), a growing registered investment advisor (“RIA”), today announced it has been named to Barron’s 2026 Top RIA Firms list at No. 36, up 11 positions from No. 47 in 2025.The climb caps a year of accelerated growth for Clearstead, driven by a disciplined acquisition strategy and an expanding national footprint.

“Our growth strategy is not about adding scale for its own sake. It is about building a firm with the depth of expertise, geographic reach and capabilities to serve increasingly complex client needs while preserving the high-touch advice that has defined Clearstead for more than 35 years,” said Bradley Knapp, President and CEO of Clearstead. “This recognition is one measure of the progress we are making against that strategy.”

Since Flexpoint Ford’s 2022 majority equity investment, Clearstead has expanded through a combination of acquisitions and team additions in key markets, including Seattle, Chicago, Norfolk, Hudson, Ohio, and most recently Philadelphia. Clearstead now has approximately $68B in client assets and more than 325 professionals across 14 offices nationwide.

Barron’s ranks the nation’s top RIA firms using a combination of qualitative and quantitative criteria, including assets under management, revenue and quality of practice, verified against firm-submitted data and regulatory filings. No fee was paid for consideration of Barron’s 2026 Top RIA Firms ranking; however, Clearstead pays a licensing fee to advertise the award. Additional information on Barron’s methodology can be found at Barrons Methodology for Ranking Financial Advisors.

About Clearstead Advisors, LLC

Founded in 1989 and headquartered in Cleveland, Clearstead is a growing financial advisory firm advising approximately $68 billion* for private clients and institutions. For private clients — including families, individuals, and related entities — Clearstead integrates financial planning, tax planning and preparation, family office services, and research-driven investment management. The firm also serves more than 290 institutional clients, including endowments and foundations, healthcare organizations, colleges and universities, and retirement funds, providing investment policy development, asset allocation strategy, investment selection, and performance reporting. Clearstead offers trust services through Clearstead Trust in Maine and Clearstead Avalon Trust in New Mexico.

For more information, visit https://clearstead.com/

*Approximate as of June 30, 2026, including assets of team formerly with myCIO Wealth Partners, LLC. Also includes assets and employees of Clearstead Trust and Clearstead Avalon Trust, which are not registered with the SEC.