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RIA comparison · SEC Form ADV

BBR Partners, LLC vs Clearstead; Clearstead Advisory Solutions

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

BBR Partners, LLC is the larger of the two, with $36B in regulatory assets to $34B at Clearstead; Clearstead Advisory Solutions, 8% more than its rival, by their latest Form ADV filings. Clearstead; Clearstead Advisory Solutions reports more individual clients (4,311 vs 203), while BBR Partners, LLC’s clients hold more on average (about $136 million each against $4.9 million). BBR Partners, LLC is based in New York, New York and Clearstead; Clearstead Advisory Solutions in Cleveland, Ohio.

FigureBBR Partners, LLCClearstead; Clearstead Advisory Solutions
Regulatory AUM$36B$34B
National rank#29#31
HeadquartersNew York, New YorkCleveland, Ohio
Individual clients2034,311
High-net-worth clients2032,175
Average client assets$136 million$4.9 million
Accounts1,87514,707
Discretionary94% of AUM77% of AUM
Employees175280
Advisory staff53104
Clients per advisory employee441
Offices611
Form ADV filed2026-07-302026-07-31

BBR Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Clearstead; Clearstead Advisory Solutions

Full profile →

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
  • Periodicals or newsletters
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Questions

Which is bigger, BBR Partners, LLC or Clearstead; Clearstead Advisory Solutions?

BBR Partners, LLC, with $36B in regulatory assets under management against $34B at Clearstead; Clearstead Advisory Solutions. Nationally they rank #29 and #31 among 5,657 independent wealth management RIAs.

How many clients do BBR Partners, LLC and Clearstead; Clearstead Advisory Solutions have?

BBR Partners, LLC reports 203 individual clients (203 high-net-worth) with 53 advisory employees; Clearstead; Clearstead Advisory Solutions reports 4,311 (2,175 high-net-worth) with 104 advisory employees.

How do BBR Partners, LLC and Clearstead; Clearstead Advisory Solutions charge clients?

Only BBR Partners, LLC lists performance-based fees on Form ADV. Only Clearstead; Clearstead Advisory Solutions lists hourly charges; other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do BBR Partners, LLC and Clearstead; Clearstead Advisory Solutions offer?

BBR Partners, LLC lists portfolio management for investment companies, which Clearstead; Clearstead Advisory Solutions does not. Clearstead; Clearstead Advisory Solutions lists portfolio management for businesses and institutions; pension consulting; periodicals or newsletters; other services, which BBR Partners, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’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). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: BBR Partners, LLC ↗, Clearstead; Clearstead Advisory Solutions ↗. How to check a financial advisor →