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RIA comparison · SEC Form ADV

Clearstead; Clearstead Advisory Solutions vs Goldman Sachs Wealth Services, L.P.

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

The short answer

Clearstead; Clearstead Advisory Solutions is the larger of the two, with $34B in regulatory assets to $32B at Goldman Sachs Wealth Services, L.P., 7% more than its rival, by their latest Form ADV filings. Goldman Sachs Wealth Services, L.P. reports more individual clients (115,350 vs 4,311), while Clearstead; Clearstead Advisory Solutions’ clients hold more on average (about $4.9 million each against $220,000). Clearstead; Clearstead Advisory Solutions is based in Cleveland, Ohio and Goldman Sachs Wealth Services, L.P. in Cohoes, New York.

FigureClearstead; Clearstead Advisory SolutionsGoldman Sachs Wealth Services, L.P.
Regulatory AUM$34B$32B
National rank#31#33
HeadquartersCleveland, OhioCohoes, New York
Individual clients4,311115,350
High-net-worth clients2,17538,800
Average client assets$4.9 million$220,000
Accounts14,70736,184
Discretionary77% of AUM100% of AUM
Employees2801,923
Advisory staff1041,134
Clients per advisory employee41102
Offices1124
Form ADV filed2026-07-312026-06-15

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

Goldman Sachs Wealth Services, L.P.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

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

Questions

Which is bigger, Clearstead; Clearstead Advisory Solutions or Goldman Sachs Wealth Services, L.P.?

Clearstead; Clearstead Advisory Solutions, with $34B in regulatory assets under management against $32B at Goldman Sachs Wealth Services, L.P. Nationally they rank #31 and #33 among 5,657 independent wealth management RIAs.

How many clients do Clearstead; Clearstead Advisory Solutions and Goldman Sachs Wealth Services, L.P. have?

Clearstead; Clearstead Advisory Solutions reports 4,311 individual clients (2,175 high-net-worth) with 104 advisory employees; Goldman Sachs Wealth Services, L.P. reports 115,350 (38,800 high-net-worth) with 1,134 advisory employees.

How do Clearstead; Clearstead Advisory Solutions and Goldman Sachs Wealth Services, L.P. charge clients?

Only Clearstead; Clearstead Advisory Solutions lists other forms of compensation on Form ADV. Only Goldman Sachs Wealth Services, L.P. lists subscription fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Clearstead; Clearstead Advisory Solutions and Goldman Sachs Wealth Services, L.P. offer?

Clearstead; Clearstead Advisory Solutions lists portfolio management for pooled investment vehicles; pension consulting; other services, which Goldman Sachs Wealth Services, L.P. does not. Goldman Sachs Wealth Services, L.P. lists educational seminars and workshops, which Clearstead; Clearstead Advisory Solutions does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers; periodicals or newsletters.

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: Clearstead; Clearstead Advisory Solutions ↗, Goldman Sachs Wealth Services, L.P. ↗. How to check a financial advisor →