Asset manager · Cleveland, OH
Cbiz Investment Advisory Services, LLC
SEC-registered investment adviser · CRD 286002 · SEC 801-108996
At a glance
Cbiz Investment Advisory Services, LLC is an SEC-registered investment adviser based in Cleveland, Ohio, with $12.8 billion in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 1,765 individual clients. By Form ADV it is a asset manager, ranked 458th of 3,218 asset managers and 1,169th of 17,210 SEC-registered advisers by assets.
Main office 216-447-9000As filed on Form ADV
- Regulatory AUM
- $13B
- Rank among asset managers
- #458 of 3,218
- Rank among all SEC RIAs
- #1,169 of 17,210
- Rank in Ohio
- #21 of 403
- Individual clients
- 1,765
- High-net-worth clients
- 383
- Accounts
- 2,850
- Discretionary
- 100% of AUM
- Employees
- 93
- Advisory staff
- 87
- Offices
- 24
Owners and executives on its Form ADV
- Christopher Mark BrownChief Compliance Officer
- Nancy Marie MellardDirector
- James A. KingPresident
Custody and brokerage
5 custodians
- Fidelity$2.7B27%
- Charles Schwab$2.1B21%
- Voya Financial$1.9B19%
- Empower Financial Services$1.9B18%
- TIAA Asset Management$1.6B16%
Broker-dealer
Hybrid RIA
Cbiz Investment Advisory Services, LLC is a hybrid RIA: 19 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Cbiz Financial Solutions, Inc..
- Cbiz Financial Solutions, Inc. ↗CRD 16678
Its Form ADV brochure (filed March 2026) names Cbiz Financial Solutions as the broker-dealer its advisers are registered with.
Some CBIZ IAS Advisors are also registered with CBIZ Financial Solutions, Inc., a registered broker/dealer, member FINRA and SIPC and SEC registered investment adviser.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 730 | $8.2B | 64% |
| State or municipal government entities | 243 | $1.8B | 14% |
| Other | 68 | $1.8B | 14% |
| High-net-worth individuals | 383 | $415M | 3% |
| Individuals | 1,382 | $312M | 2% |
| Banking or thrift institutions | 16 | $178M | 1% |
| Charitable organizations | 14 | $70M | <1% |
| Corporations or other businesses | 14 | $28M | <1% |
Disciplinary disclosures
Cbiz Investment Advisory Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Cbiz Investment Advisory Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 496 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cbiz Investment Advisory Services, LLC manage?
Cbiz Investment Advisory Services, LLC reports $12.8 billion in regulatory assets under management across 2,850 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Cbiz Investment Advisory Services, LLC?
Cbiz Investment Advisory Services, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Cbiz Investment Advisory Services, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($8.2 billion, 730 clients); state or municipal government entities ($1.8 billion, 243 clients); other ($1.8 billion, 68 clients).
Does Cbiz Investment Advisory Services, LLC have any disciplinary history?
Cbiz Investment Advisory Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cbiz Investment Advisory Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →