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Overview

Our Story Clearstead Is Where Legacies Thrive. We are committed to integrity, clarity, stewardship, pioneering, and collaboration in delivering the best thinking of our firm to all client circumstances.

News

Press release 10 days ago
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
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Blog 18 days ago
Collaborating to Provide High-Quality Service
THERESA STUCKART A 2025 Woman of the Year As a Senior Client Service Associate in Clearstead's Private Client Services group, Theresa Stuckart keeps herself busy handling requests from advisors, interacting with clients, and ensuring that deadlines are be
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Blog 2 months ago
Setting Standards for the Next Generation
Molly Damron A 2025 Woman of the Year As a Client Service Manager for Clearstead Avalon Trust, located in Santa Fe, New Mexico, Molly Damron strives to create consistency and processes that keep her colleagues on track and allow them to be able to handle
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Award 3 months ago
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 indep
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Blog 3 months ago
Building Deep Client Relationships
Magda Fitzgerald A 2025 Woman of the Year As a Senior Client Service Associate in the firm's Deerfield, IL office, Magda Fitzgerald has established deep and personal relationships with the clients she interacts with, allowing her to know the best ways to
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Press release 3 months ago
Clearstead Expands National Presence with Addition of Strategic Team in Philadelphia
CLEVELAND, OH - July 1, 2026 - Clearstead Advisors, LLC (
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Blog 4 months ago
Building a Strong Investment Operations Foundation
Kimberly Trnavsky A 2025 Woman of the Year As the Private Markets Operations Analyst Lead within Clearstead's Investment Office, Kimberly Trnavsky frequently juggles many tasks, requests, and fund deadlines to ensure that clients' investments are moving i
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Blog 5 months ago
Simplifying Financial Complexity for Clients
Kelly King A 2025 Woman of the Year As a Client Service Associate for Clearstead Trust in Portland, ME, Kelly King enjoys simplifying complex information for clients and providing services that support what matters most to them. This dedication to quality
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Blog 6 months ago
Operational Excellence & Team Efficiency
Bethany Kent A 2025 Woman of the Year As a Client Service Associate in Clearstead's Norfolk, VA office, Bethany Kent ensures everything runs smoothly behind the scenes, including communications between clients and team members, fiduciary tasks, and managi
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