Clearstead Advisors
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served45+10 YoYRank #436 of mapped providers
Assets under administration$11.3B0.0%Market share · rank #1111
Fees received$2MMedian $23,914/planSum across Schedule C direct + indirect
Net wins YoY+816 won · 8 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Clearstead Advisors plan look like?
Service mix · median fees per plan
Count of plans where Clearstead Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 22 | $23,929 | |
Insurance services; Consulting (general); Insurance brokerage commissions and feesCode 16 | 8 | $15,121 | |
Investment management; Direct payment from the planCode 28 | 4 | $84,108 | |
Consulting feesCode 70 | 3 | $30,000 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 2 | $20,116 | |
Investment management; Investment advisory (participants); Direct payment from the planCode 26 | 2 | $73,934 | |
Investment advisory (plan); Plan AdministratorCode 14 | 1 | $16,692 | |
Direct payment from the plan; Investment advisory (plan); Consulting (pension)Code 17 | 1 | $100,120 |
Competitor overlap
Percent of Clearstead Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Clearstead Advisors.
| Sponsor | From | Assets |
|---|---|---|
THALES USA, INC.VA · 060938363-003 | Hartland & Co. | $1.6B |
SQUIRE PATTON BOGGS (US) LLPOH · 340648199-005 | Ciuni & Panichi, Inc. | $869M |
RPM INTERNATIONAL INC.OH · 020642224-010 | Mercer | $773M |
MONSTER WORLDWIDE, LLC.MA · 133906555-002 | Charles Schwab | $223M |
LIBBEY GLASS LLCOH · 222784107-004 | (new plan) | $203M |
ST. CLAIR HOSPITALPA · 251010303-001 | Hartland & Co. | $190M |
MYERS INDUSTRIES, INC.OH · 340778636-001 | Wells Fargo | $141M |
EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C.VA · 541141362-004 | Buckingham Strategic Partners | $141M |
LIBBEY GLASS LLCOH · 222784107-003 | (new plan) | $56M |
NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS & RELATED INSTITUTIONSKS · 510120256-002 | TIAA | $38M |
Plans lost in 2024
Appeared last year under Clearstead Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
WYNDHAM HOTELS & RESORTS, INC.NJ · 823356232-001 | Merrill | $292M |
CARMEUSE LIME, INC.PA · 363933140-020 | Strategic Advisers | $172M |
INVACARE CORPORATIONOH · 952680965-005 | Hartland & Co. | $142M |
LIBBEY GLASS LLCOH · 222784107-001 | Empower | $98M |
CARMEUSE LIME, INC.PA · 363933140-024 | Fidelity Investments | $74M |
BEL-PARK ANESTHESIA ASSOCIATES INCOH · 341039898-001 | Fidelity Investments | $60M |
SOUTHEASTERN OHIO REGIONAL MEDICAL CENTEROH · 314391798-001 | Baker & Hostetler LLP | $55M |
LIBBEY GLASS LLCOH · 222784107-002 | Empower | $38M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THALES USA, INC.VA · 060938363-003 | $1.6B | 7,623 | $163,053 | 3y | 1 |
CROWN EQUIPMENT CORPORATIONOH · 344412691-004 | $1.3B | 15,888 | $120,000 | 6y | - |
TRAVEL + LEISURE CO.FL · 200052541-001 | $963M | 16,663 | $98,419 | 5y | - |
SQUIRE PATTON BOGGS (US) LLPOH · 340648199-005 | $869M | 1,819 | $30,000 | 1y | - |
RPM INTERNATIONAL INC.OH · 020642224-010 | $847M | 10,347 | $200,000 | 2y | - |
AVIS BUDGET GROUP, INC.NJ · 060918165-002 | $718M | 16,412 | $30,000 | 3y | 1 |
CROWN EQUIPMENT CORPORATIONOH · 344412691-001 | $503M | 3,356 | $152,785 | 6y | - |
MATERION CORPORATIONOH · 341919973-003 | $466M | 3,376 | $51,876 | 6y | 2 |
THOMPSON HINE LLPOH · 340575300-001 | $460M | 1,136 | $85,837 | 6y | 1 |
TRAVELPORT INC.GA · 208352702-001 | $421M | 1,537 | $122,217 | 4y | - |
Flag exposure
84.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into Clearstead Advisors.
- BERENATO ENVIRONMENTAL ASSOC. LLC
- BERENBAUM WEINSHIENK P.C.
- BERENBAUM WEINSHIENK PC
- BERENBAUM WEINSHIENK, PC
- BERENBAUM WINSHIENK PC
- BERENSON & COMPANY
- BERENSON & COMPANY LLC
- CLEARSTEAD
- CLEARSTEAD ADVISORS
- CLEARSTEAD ADVISORS LLC
- CLEARSTEAD ADVISORS, LLC
- CLEARSTEAD ADVISORS,LLC
- CLEARSTEAD AVISORS, LLC
- CLEARSTED ADVISORS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Clearstead Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.22% | 7.76% | -5.54 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 11.11% | 1.76% | +9.35 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Clearstead Advisors. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Clearstead Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Thompson Hine | 5 | 11.1% |
| Mooney, Green, Baker & Saidon PC | 1 | 2.2% |
| Squire Patton Boggs | 1 | 2.2% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).