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RIA comparison · SEC Form ADV

MAI Capital Management, 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

MAI Capital Management, LLC is the larger of the two, with $52B in regulatory assets to $34B at Clearstead; Clearstead Advisory Solutions, 54% more than its rival, by their latest Form ADV filings. MAI Capital Management, LLC reports more individual clients (15,740 vs 4,311), while Clearstead; Clearstead Advisory Solutions’ clients hold more on average (about $4.9 million each against $2.2 million). Both are based in Cleveland, Ohio.

FigureMAI Capital Management, LLCClearstead; Clearstead Advisory Solutions
Regulatory AUM$52B$34B
National rank#21#31
HeadquartersCleveland, OhioCleveland, Ohio
Individual clients15,7404,311
High-net-worth clients4,9022,175
Average client assets$2.2 million$4.9 million
Accounts48,54714,707
Discretionary68% of AUM77% of AUM
Employees562280
Advisory staff230104
Clients per advisory employee6841
Offices3011
Form ADV filed2026-10-012026-07-31

MAI Capital Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

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

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, MAI Capital Management, LLC or Clearstead; Clearstead Advisory Solutions?

MAI Capital Management, LLC, with $52B in regulatory assets under management against $34B at Clearstead; Clearstead Advisory Solutions. Nationally they rank #21 and #31 among 5,657 independent wealth management RIAs.

How many clients do MAI Capital Management, LLC and Clearstead; Clearstead Advisory Solutions have?

MAI Capital Management, LLC reports 15,740 individual clients (4,902 high-net-worth) with 230 advisory employees; Clearstead; Clearstead Advisory Solutions reports 4,311 (2,175 high-net-worth) with 104 advisory employees.

How do MAI Capital Management, LLC and Clearstead; Clearstead Advisory Solutions charge clients?

Only MAI Capital Management, LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do MAI Capital Management, LLC and Clearstead; Clearstead Advisory Solutions offer?

MAI Capital Management, LLC lists portfolio management for investment companies, which Clearstead; Clearstead Advisory Solutions does not. Clearstead; Clearstead Advisory Solutions lists periodicals or newsletters, which MAI Capital Management, LLC does not. Both offer 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; other services.

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: MAI Capital Management, LLC ↗, Clearstead; Clearstead Advisory Solutions ↗. How to check a financial advisor →