Source: Clearstead Blog

Clearstead Blog Clearstead Named as One of Nation's Top DC Advisor Teams

Cleveland, OH. April 2, 2025-Clearstead Advisors, LLC ("Clearstead") has been named to the National Association of Plan Advisors' (NAPA) list of the nation's top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.* Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred ... Clearstead Named as One of Nation's Top DC Advisor Teams

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Est. Annual Revenue

$5.0-25M

Est. Employees

1.0-5.0K

Chairman & CEO

Dave C. Fulton

CEO Approval Rating

90/100

Clearstead is an Ohio-based wealth management firm that provides services such as investment management, financial advisory, and tax planning for individuals and institutions.