10. Clearstead

Rank: 10
Location: Cleveland, OH
Website: www.clearstead.com

Growth in Assets Under Management (AUM)

$15,321,612,500

Total Assets EOY 2023

50%

Growth in Assets

5,903

Total Accounts EOY 2023

Note: Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year. For details on how firms qualified for this list, please see our Methodology.



https://www.clearstead.com 2024 Top Wealth Managers By Growth in Assets