Clearstead Recognized Among Financial Advisor Magazine’s Top and 50 Fastest Growing RIA Firms

CLEVELAND, OH — July 15, 2025 — Clearstead has been named one of Financial Advisor Magazine (FA Mag)’s Top 50 Fastest Growing RIAs and Top RIA Firms, a national recognition awarded RIA firms across the United States. The annual ranking recognizes independent advisory firms that provide financial planning and related services to individual clients.

“We’re honored to be included in this year’s ranking and recognized for the second year in a row as a rapidly growing RIA,” said Bradley Knapp, CFA, CAIA, CEO & President of Clearstead. “This award is a reflection of our commitment to growth as a firm, which allows us to continue offering integrated and high-quality services to 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 FA’s RIA 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 Avalon Trust, which are not registered with the SEC.

About FA Mag’s Top RIAs Ranking: Financial Advisor Magazine (FA) conducts an independently produced annual ranking of the top registered investment advisors (RIAs) according to the regulatory assets under management (AUM) reported to the Securities and Exchange Commission in regulatory filings. This ranking is for data reported as of 3/31/2024. This award does not evaluate the quality of services provided to clients and is not indicative of the Clearstead’s future performance. Clearstead nor its employees paid a fee to FA Magazine in exchange for inclusion in FA Magazine’s 2025 Rankings List of America’s Top RIAs or 50 Fastest Growing RIAs. For more information about the rankings, please visit www.fa-mag.com. 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.