Clearstead Recognized Among Barron’s Top 100 RIA Firms

CLEVELAND, OH — September 23, 2025 — Clearstead has been named one of the 2025 Top 100 RIA Firms by Barron’s, a national recognition awarded to RIA firms across the United States. The annual ranking recognizes independent advisory companies and is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

“We are truly honored to be included in this ranking and recognized as a top RIA in the U.S.,” said Bradley Knapp, CFA, CAIA, CEO & President of Clearstead. “Our placement as #47 on the list reflects our commitment to growth as a firm and our ability to continue expanding services for our clients.”

Clearstead, headquartered in Cleveland, Ohio, advises approximately $50 billion* in assets on behalf of private clients, institutions, and trust company clients, of which $24 billion are regulatory assets under management. The firm operates in nine cities and includes a team of 270* professionals. In recent years, Clearstead has expanded its capabilities in financial planning and tax strategy, launched Clearstead Trust, and completed several strategic acquisitions to deepen its expertise and geographic reach.

More information about Barron’s Top RIA Firms ranking can be viewed on their website.

About Clearstead Advisors, LLC: Founded in 1989, Cleveland-based Clearstead is a rapidly growing financial advisory firm advising approximately $50* billion for private clients and institutions. For private clients – families, individuals, and related entities – Clearstead integrates financial planning, tax planning and preparation, family office, and trust administration services with research-driven investment management. Clearstead also serves 270+ institutional clients – endowments and foundations, healthcare organizations, colleges and universities, and retirement funds – by developing investment policy and asset allocation, selecting investments, and reporting on performance and policy compliance. For more information, visit www.clearstead.com.

*As of December 21, 2024. Includes the assets and employees of Clearstead Trust and Clearstead Avalon Trust, which are not registered with the SEC.

About Barron’s Top 100 RIA Firms Ranking: Barron’s conducts an independently produced annual ranking of the top one-hundred registered investment advisors (RIAs) according to growth in assets and revenue, as well as quality of practice. This ranking is for data reported as of 6/30/2025. The award is not indicative of Clearstead’s future performance. Clearstead nor its employees paid a fee to Barron’s in exchange for inclusion in Barron’s Top 100 RIA Firms ranking. For more information about the ranking, please visit: Barron’s Top Advisors Methodology. Clearstead nor its employees paid a fee to be included or considered in the ranking; however, Clearstead was required to pay a licensing fee to advertise the award.