Clearstead Recognized Among Financial Advisor Magazine’s Top and 50 Fastest Growing RIA Firms for 2026

CLEVELAND, OH — July 22, 2026 — 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 to 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 thrilled to be part of this year’s ranking and recognized for the third year in a row as a rapidly growing RIA,” said Bradley Knapp, CFA, CAIA, CEO & President of Clearstead. “Our increase in position each year on both lists is a testament to our growth and the continued success of our investment into creating a high-quality firm that can best meet the needs of wealth families and prominent institutions.”

Clearstead, headquartered in Cleveland, Ohio, advises approximately $68 billion* in assets on behalf of private clients, institutions, and trust company clients, of which $37 billion* are regulatory assets under management. Within the past few years, the firm has grown significantly through organic and inorganic growth and has bolstered their offerings to clients through the addition of experienced professionals, investment in technology, and expansion of services.

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 $68* 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 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 June 30, 2026. 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 award does not evaluate the quality of services provided to clients and is not indicative of Clearstead’s future performance. For more information about the rankings, please visit www.fa-mag.com. Clearstead nor its employees paid a fee to FA Magazine in exchange for inclusion in FA Magazine’s 2026 Rankings List of America’s Top RIAs or 50 Fastest Growing RIAs.; however, Clearstead was required to pay a licensing fee to advertise the award.