RIA comparison · SEC Form ADV
Wealthspire Advisors 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
Wealthspire Advisors is the larger of the two, with $34B in regulatory assets to $34B at Clearstead; Clearstead Advisory Solutions, 1% more than its rival, by their latest Form ADV filings. Wealthspire Advisors reports more individual clients (9,736 vs 4,311), while Clearstead; Clearstead Advisory Solutions’ clients hold more on average (about $4.9 million each against $3.4 million). Wealthspire Advisors is based in New York, New York and Clearstead; Clearstead Advisory Solutions in Cleveland, Ohio.
| Figure | Wealthspire Advisors | Clearstead; Clearstead Advisory Solutions |
|---|---|---|
| Regulatory AUM | $34B | $34B |
| National rank | #30 | #31 |
| Headquarters | New York, New York | Cleveland, Ohio |
| Individual clients | 9,736 | 4,311 |
| High-net-worth clients | 5,553 | 2,175 |
| Average client assets | $3.4 million | $4.9 million |
| Accounts | 9,973 | 14,707 |
| Discretionary | 96% of AUM | 77% of AUM |
| Employees | 397 | 280 |
| Advisory staff | 220 | 104 |
| Clients per advisory employee | 44 | 41 |
| Offices | 27 | 11 |
| Form ADV filed | 2026-04-30 | 2026-07-31 |
Wealthspire Advisors
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed 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, Wealthspire Advisors or Clearstead; Clearstead Advisory Solutions?
Wealthspire Advisors, with $34B in regulatory assets under management against $34B at Clearstead; Clearstead Advisory Solutions. Nationally they rank #30 and #31 among 5,657 independent wealth management RIAs.
How many clients do Wealthspire Advisors and Clearstead; Clearstead Advisory Solutions have?
Wealthspire Advisors reports 9,736 individual clients (5,553 high-net-worth) with 220 advisory employees; Clearstead; Clearstead Advisory Solutions reports 4,311 (2,175 high-net-worth) with 104 advisory employees.
How do Wealthspire Advisors and Clearstead; Clearstead Advisory Solutions charge clients?
Only Clearstead; Clearstead Advisory Solutions lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Wealthspire Advisors and Clearstead; Clearstead Advisory Solutions offer?
Clearstead; Clearstead Advisory Solutions lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; periodicals or newsletters; other services, which Wealthspire Advisors does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers.
More comparisons
- Rockefeller Capital Management vs Wealthspire Advisors $37B · $34B
- BBR Partners, LLC vs Wealthspire Advisors $36B · $34B
- Wealthspire Advisors vs Sequoia Financial Group, L.L.C. $34B · $32B
- MAI Capital Management, LLC vs Clearstead; Clearstead Advisory Solutions $52B · $34B
- BBR Partners, LLC vs Clearstead; Clearstead Advisory Solutions $36B · $34B
- Clearstead; Clearstead Advisory Solutions vs Sequoia Financial Group, L.L.C. $34B · $32B
- Clearstead; Clearstead Advisory Solutions vs Goldman Sachs Wealth Services, L.P. $34B · $32B
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: Wealthspire Advisors ↗, Clearstead; Clearstead Advisory Solutions ↗. How to check a financial advisor →