What departments does Clearstead have?

Clearstead has employees across 8 departments including Human Resources, Research, Information Technology, Analytics, Administrative.

What is the largest department at Clearstead?

The largest department at Clearstead is Information Technology with 3 employees.

Where are Clearstead employees located globally?

Clearstead has employees across 2 continents and 2 countries including Germany, United States Of America.

How has Clearstead's team size changed over time?

Clearstead's team has grown from approximately 163 to 178 employees based on available data.

Clearstead Employee Directory

Financial ServicesOhio, United States201-500 Employees

Clearstead is a financial advisory firm that provides personalized wealth management and investment consulting. It serves wealthy families and leading institutions, addressing all facets of wealth management to meet current needs and support long-term prosperity for families, institutions, and communities.

Based in Cleveland, Ohio, Clearstead operates within the financial services sector and maintains a mid-sized advisory staff. In February 2026, Clearstead Advisors, LLC completed the acquisition of The Clarius Group, a Seattle-based multi-family office serving ultra-high-net-worth individuals and families, expanding its client reach.

Clearstead Global Highlights

North America
237

United States Of America
237

Europe
1

Germany
1

Clearstead's Leadership

S. W.
Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc)
Mobile Phone
Email
J. P.
Senior Managing Director, Partner - Clearstead
Mobile Phone
Email
A. F.
Senior Managing Director, Partner, Integration And Planning
Mobile Phone
Email
T. R.
Senior Managing Director And Shareholder
Mobile Phone
Email
J. T.
Managing Director
Mobile Phone
Email
K. R. H.
Managing Director Of Human Resources
Mobile Phone
Email
M. B.
Director, Retirement Plan Advisory Services
Mobile Phone
Email
A. R.
Director Of Research
Mobile Phone
Email

Clearstead Employee Metrics

100%

50%

0%

2026

2025

Analytics
Finance
Operations
Consultant
Administrative
Other
Human Resources
Information Technology
Banking
Accounting
Community & Social Services
Business

Contact profiles from Clearstead

Name

Title

Contact

Location

Last Update

E. B.
Senior Managing Director, Private Client Group
Mobile Phone
Email
Jan 22, 2025
J. A.
Senior Managing Director
Mobile Phone
Email
Oct 23, 2024
L. C.
Director
Mobile Phone
Email
Oct 17, 2024
M. S.
Senior Managing Director
Mobile Phone
Email
May 08, 2026
M. L.
Senior Managing Director & Shareholder
Mobile Phone
Email
Aug 07, 2026
M. S.
Senior Managing Director
Mobile Phone
Email
Oct 17, 2024
T. L.
Managing Director
Mobile Phone
Email
Aug 03, 2026
K. M.
Senior Fp And A Analyst
Mobile Phone
Email
Oct 22, 2024
L. E.
Operations Analyst
Mobile Phone
Email
Sep 10, 2025
J. N.
It Specialist
Mobile Phone
Email
Aug 02, 2025

Frequently Asked Questions

What is Clearstead known for?

Clearstead was founded in 1989 and operates in the Financial Services industry. You can contact Clearstead's main corporate office by phone at

+1-216-831-****

. Explore Clearstead's company overview page for more information.

What is Clearstead's most common email format?

Clearstead employees' email format typically follows the pattern of FLast@clearstead.com. Trying to find reliable and up-to-date employee contact data? Find more Clearstead email formats with LeadIQ.

How many employees does Clearstead have currently?

Clearstead has approximately 220 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Clearstead's key employees and leadership?

As of August 2026, Clearstead's key employees include:

Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc): S. W.
Senior Managing Director, Partner - Clearstead: J. P.
Senior Managing Director, Partner, Integration And Planning: A. F.
Senior Managing Director And Shareholder: T. R.
Managing Director: J. T.

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Clearstead Employee Directory

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