Clearstead
Clearstead's Overview
Clearstead is an independent, employee-owned financial advisory firm dedicated to providing comprehensive, objective, and customized financial guidance. They serve high-net-worth individuals and families, endowments, foundations, and retirement plans. Their services encompass wealth management, financial planning, investment management, institutional consulting, and retirement plan advisory. Clearstead emphasizes a client-centric approach, building long-term relationships based on trust and transparency to help clients achieve their financial goals. The firm has grown significantly through organic expansion and strategic acquisitions.
Where is Clearstead's Headquarters?
HQ Function
Serves as the central hub for Clearstead's operations, including executive leadership, client relationship management, investment strategy development, research, and administrative support for all its services.
Notable Features:
Located in North Point Tower (PNC Center), a prominent Class A office building in downtown Cleveland, offering modern office amenities, potential views of Lake Erie, and a professional environment.
Work Culture:
Clearstead fosters a collaborative and client-focused work environment. As an employee-owned firm, there's a strong emphasis on teamwork, integrity, professional development, and a commitment to delivering high-quality advisory services.
HQ Significance:
The Cleveland headquarters is pivotal as it's the firm's origin and primary operational center, housing key decision-makers and core teams that drive the firm's strategic direction and client service standards nationwide.
Values Reflected in HQ: The professional setting in a key downtown location reflects Clearstead's commitment to excellence, stability, and providing top-tier financial advisory services to its diverse clientele.
Location:
Clearstead's primary operations and direct office presence are within the United States, serving U.S.-based individuals, families, and institutions. However, their investment management services often include global asset allocation strategies and access to international markets to meet diverse client portfolio needs. The acquisition of Wilmington Trust's Collective Investment Trust (CIT) business may involve managing assets or serving clients with international connections, further broadening their scope, although primary service delivery remains U.S.-focussed.
Street Address:
1900 E 9th St #3000
City:
Cleveland
State/Province:
OH
Country:
USA
Clearstead's Global Presence
Beachwood, OH, USA
Address: 3659 S. Green Road, Suite 212, Beachwood, OH 44122
To offer convenient access for clients in the Beachwood area and expand Clearstead's presence within Northeast Ohio.
Atlanta, GA, USA
Address: 300 Galleria Parkway, Suite 1776, Atlanta, GA 30339
To establish a strong presence in a key Southern financial hub and cater to the growing demand for independent financial advice in the Atlanta metropolitan area and the Southeast.
Yardley, PA, USA
Address: 1010 Stony Hill Road, Suite 255, Yardley, PA 19067
To tap into the affluent market in the greater Philadelphia area and provide localized service to clients in the Mid-Atlantic.
Wilmington, DE, USA
Address: [Address not yet publicly listed under Clearstead, formerly M&T/Wilmington Trust office]
To integrate and significantly expand CIT operations, leveraging Wilmington's established status as a major financial and trust services center.
Buffalo, NY, USA
Address: [Address not yet publicly listed under Clearstead, formerly M&T/Wilmington Trust office]
To strengthen institutional client service capabilities in the Western New York region and support the expanded CIT business operations.
New York, NY, USA
Address: [Address not yet publicly listed under Clearstead, formerly M&T/Wilmington Trust office]
To bolster presence in the United States' largest financial center, facilitating institutional business development, market connectivity, and talent acquisition.
Buying Intent Signals for Clearstead
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Executive Team of Clearstead
As of April 2025, Clearstead' leadership includes:
Investors of Clearstead
Clearstead has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the past year, Clearstead has strategically strengthened its leadership, notably with the addition of Lydia Doon to lead its Family Office practice. The firm's significant acquisition of Wilmington Trust's CIT business in May 2024 is also expected to integrate experienced professionals into senior roles, further enhancing its executive capabilities, though specific appointments to Clearstead's top executive team from this acquisition are still unfolding.
New Appointments:
Technology (Tech Stack) used by Clearstead
Discover the tools Clearstead uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Clearstead Email Formats and Examples
Clearstead typically uses standard professional email formats. The most common format observed is the employee's first initial followed by their last name. Another possible, though less common, format is the employee's full first name separated by a period from their last name.
Most common: `flast@clearstead.com` (e.g., `jdoe@clearstead.com`). Also possible: `first.last@clearstead.com` (e.g., `john.doe@clearstead.com`)
Format
An example based on the most common pattern for Dave Fulton (CEO) would likely be `dfulton@clearstead.com`.
Example
85%
Success rate
News and media
PR Newswire • May 2, 2024
Clearstead to Acquire Collective Investment Trust Business of Wilmington Trust, N.A. from M&T Bank
Clearstead announced a definitive agreement to acquire the Collective Investment Trust (CIT) business of Wilmington Trust, N.A. from M&T Bank Corporation. This landmark acquisition is set to add approximately $34 billion in assets under administration and significantly expands Clearstead's institutional asset management capabilities and national footprint....more
Crain's Cleveland Business • September 12, 2023
Clearstead Advisors names Lydia Doon chief wealth management officer
Clearstead appointed Lydia Doon to a newly created senior role, initially announced as chief wealth management officer (now Managing Director, Family Office). Her hiring aims to bolster the firm's services for its ultra-high-net-worth clients and expand its family office practice....more
Clearstead Website (Insights/News) • February 1, 2024
Clearstead Named to Barron’s 2023 Top 100 RIA Firms List for Fourth Consecutive Year
Clearstead announced its inclusion in Barron’s 2023 Top 100 RIA Firms list, marking the fourth consecutive year the firm has received this recognition. This highlights Clearstead's continued growth and commitment to providing high-quality financial advisory services....more
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