Clearstead Recognized Among USA Today’s Best Financial Advisory Firms 2025

CLEVELAND, OH — April 23, 2025 — Clearstead has been named one of USA Today’s Best Financial Advisory Firms 2025, a national recognition awarded to just 500 firms out of more than 30,000 evaluated. The annual USA Today and Statista ranking, now in its third year, recognizes excellence in the financial advisory industry—evaluating firms based on peer and client recommendations and sustained growth in assets under management.

“We’re honored to be recognized among the top advisory firms in the country,” said Bradley Knapp, CFA, CAIA, CEO & President of Clearstead. “This award is a reflection of the trust our clients place in us and the consistent dedication of our team across all areas of the firm.”

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.

The full Best Financial Advisory Firms 2025 list can be viewed on usatoday.com.

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 USA TODAY America’s Best Financial Advisory Firm Ranking: USA TODAY and Statista independently recognize the “Best Financial Advisory Firms” in the US. The data considered was as of 12/31/2024. The top 500 RIA firms are awarded based on their innovative methodology consisting of two dimensions: A firm’s development of Assets Under Management (AUM) and recommendations by financial advisors, clients, and industry experts. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. 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.