Broker-dealer firm · Cleveland, OH
Cbiz Retirement Plan Advisory Services
Cbiz Financial Solutions, Inc. · SEC-registered investment adviser · CRD 16678 · SEC 801-56332
At a glance
Cbiz Retirement Plan Advisory Services is an SEC-registered investment adviser based in Cleveland, Ohio, with $9 million in regulatory assets under management as of its Form ADV filed March 5, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a broker-dealer firm, ranked 357th of 391 broker-dealer firms and 16,313th of 17,210 SEC-registered advisers by assets.
Main office 216-447-9000As filed on Form ADV
- Regulatory AUM
- $9M
- Rank among broker-dealer firms
- #357 of 391
- Rank among all SEC RIAs
- #16,313 of 17,210
- Rank in Ohio
- #394 of 403
- Clients
- 11
- Accounts
- 11
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 16
- Offices
- 7
Owners and executives on its Form ADV
- Edward Howard BridgesPrincipal Financial and Operations Officer
- Christopher Mark BrownChief Compliance Officer and Executive Representative
- Nancy Marie MellardDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
Cbiz Retirement Plan Advisory Services is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 11 | $9M | 100% |
Disciplinary disclosures
Cbiz Retirement Plan Advisory Services answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Cbiz Retirement Plan Advisory Services
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, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 29 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cbiz Retirement Plan Advisory Services manage?
Cbiz Retirement Plan Advisory Services reports $9 million in regulatory assets under management across 11 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 5, 2026.
What kind of firm is Cbiz Retirement Plan Advisory Services?
Cbiz Retirement Plan Advisory Services is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser. A public reporting company controls it.
Who are Cbiz Retirement Plan Advisory Services’s clients?
By assets, its largest client types are pension and profit sharing plans ($9 million, 11 clients).
Does Cbiz Retirement Plan Advisory Services have any disciplinary history?
Cbiz Retirement Plan Advisory Services answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Cbiz Retirement Plan Advisory Services’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 (2026-03-05), 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 →