CLEARSTEAD ADVISORS, LLC

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served44+9 YoYRank #390 of mapped providers

Assets under administration$11.2B0.0%Market share · rank #1080

Fees received$2MMedian $24,819/planSum across Schedule C direct + indirect

Net wins YoY+816 won · 8 lostPlan-level switch detection

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