The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

45. Clearstead Advisors

CNBC.com staff@CNBC
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Clearstead Advisors, based in Cleveland, Ohio, is ranked No. 45 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list under the name Wilbanks, Smith & Thomas Asset Management.

Total AUM: $22.3B

Years in Business: 35

Accounts Under Management: 11,645

Previous appearances on FA 100 List: 4 (No. 50 in 2023)

Principals:

David Fulton, Co-Chairman & Chief Executive Officer

Carl Tippit, Co-Chairman

Brad Knapp, President

Contact:

clearstead.com

1100 Superior Avenue East, Suite 700, Cleveland, OH 44114

(216) 621-1090

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