Clearstead acquires $5B wealth firm
Clearstead acquires a Virginia-based wealth and investment management firm, resulting in an organization with $44 billion in AUA.
Source: investmentnews.com
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WealthStack Roundup: Testimonial IQ To Debut Upgrades
Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.
Source: wealthmanagement.com
Clearstead Advisors acquires CLS Consulting of Medina County | Crain's Cleveland Business
The small acquisition represents the third deal by Clearstead since it was bought by private equity firm Flexpoint Ford.
Source: crainscleveland.com
Clearstead Advisors Acquires Santa Fe-Based Avalon Trust
/PRNewswire/ -- Clearstead Advisors ("Clearstead"), a high-net-worth focused independent financial advisory firm serving private and institutional clients, has...
Source: prnewswire.com
Clearstead supports its growth strategy with Avalon Trust acquisition
The private equity-backed firm adds about $2 billion in client assets under management and offices in New Mexico, New Jersey and Oregon with the deal.
Source: crainscleveland.com
Clearstead Advisors Bolsters Trust Capabilities with Avalon Trust
Ohio-based Clearstead Advisors, with $28 billion in AUM, has purchased a second trust business, Avalon Trust.
Source: wealthmanagement.com