Clearstead is an institutional and independent investment consulting advisory firm. Our fiduciary investment advisors understand complex estate structures at a deep level.
Location: United States, Ohio, Cleveland
Investors 1
| Date | Name | Website |
| - | Flexpoint ... | flexpointf... |
Mentions in press and media 8
| Date | Title | Description |
| 10.07.2025 | Nationally Recognized Financial Executive Anna Rathbun Launches Grenadilla Advisory | Grenadilla Advisory The Cleveland-based RIA firm will specialize in personalized alternative investment portfolios for clients CLEVELAND, July 10, 2025 /PRNewswire-PRWeb/ -- Today, financial advisor Anna Rathbun, CFA®, CAIA, announced the l... |
| 03.07.2025 | Wall Street Soars as Trade Winds Shift and Jobs Data Looms | Wall Street is riding a wave of optimism. The S&P 500 and Nasdaq have reached record highs, buoyed by a new trade agreement with Vietnam and a surge in technology stocks. The Dow, however, has taken a slight dip, reflecting the mixed si... |
| 03.07.2025 | S&P 500, Nasdaq close on record high on Vietnam trade deal, tech stocks | S&P 500, Nasdaq close on record high on Vietnam trade deal, tech stocks By Sabrina ValleJuly 2, 202510:44 PM UTCUpdated ago Text Small Text Medium Text Large Text Share X Facebook Linkedin Email Link SummaryCompanies Nasdaq closed up 0.... |
| 24.01.2025 | Oracle takes a run at cloud’s big three | Oracle chairman Larry Ellison Oracle has charged out of the gate in 2025, after its best year in a quarter of a century. A plan unveiled with US President Donald Trump has intensified hopes that its cloud business will see a tailwind from a... |
| 16.12.2024 | Clearstead Announces CEO Succession | Clearstead Advisors, LLC (“Clearstead”) today announced that Bradley D. Knapp, CFA, CAIA will become President and Chief Executive Officer on January 1, 2025. Mr. Knapp succeeds David C. Fulton, Jr., CFA, Chief Executive since 2014, who wil... |
| 01.04.2024 | Clearstead Advisors Announces Acquisition of Wilbanks Smith and Thomas | CLEVELAND, April 1, 2024 /PRNewswire/ -- Clearstead Advisors, LLC, a leading registered financial advisor ("RIA"), has acquired the assets of Wilbanks Smith and Thomas Asset Management, LLC ("WST"), a Norfolk, Virginia b... |
| 01.04.2024 | Clearstead Advisors Announces Acquisition of Wilbanks Smith and Thomas | Clearstead Advisors, LLC, a leading registered financial advisor (“RIA”), has acquired the assets of Wilbanks Smith and Thomas Asset Management, LLC (“WST”), a Norfolk, Virginia based wealth and investment management firm with over $5 billi... |
| 01.03.2023 | Clearstead Advisors Acquires Santa Fe-Based Avalon Trust | Clearstead’s eighth acquisition will expand its presence in the Southwest and bolster its trust capabilities. |