Acquiring Company
Clearstead Advisors
Acquired Company
The Clarius Group
ClevelandSeattleFinancial ServicesFinanceLendingConsultingFinancial ServicesFinanceDescription
Clearstead Advisors, LLC has announced its acquisition of The Clarius Group, enhancing its capabilities for ultra-high-net-worth clients. The transaction closed on January 31, 2026, adding 36 professionals to Clearstead. This acquisition reflects Clearstead's strategy to broaden its family office offerings and strengthen its presence in the Pacific Northwest.
Quick answer
Clearstead Advisors is acquiring The Clarius Group, announced February 3, 2026. Clearstead Advisors is based in Cleveland, Ohio, United States.
- How much did Clearstead Advisors pay for The Clarius Group?
- The deal value was not disclosed.
- What does Clearstead Advisors do?
- Clearstead Advisors, LLC is an independent financial advisory firm founded in 1989, serving wealthy families and leading institutions across the country.
- Where are Clearstead Advisors and The Clarius Group based?
- Clearstead Advisors is based in Cleveland, Ohio, United States. The Clarius Group is based in Seattle, Washington, United States.
- Who are the decision-makers at Clearstead Advisors?
- Fundz holds 1 contact at Clearstead Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Clearstead Advisors, and when
When Clearstead Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Clearstead Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Clearstead Advisors, from your own LinkedIn network
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Frequently asked
Who acquired The Clarius Group?
The Clarius Group was acquired by Clearstead Advisors, based in Cleveland. The deal was reported on February 3, 2026. Clearstead Advisors, LLC is an independent financial advisory firm founded in 1989, serving wealthy families and leading institutions across the country. Clearstead Advisors is privately held and operates in Financial Services.
When did Clearstead Advisors acquire The Clarius Group?
Clearstead Advisors's acquisition of The Clarius Group was reported on February 3, 2026. Clearstead Advisors, LLC has announced its acquisition of The Clarius Group, enhancing its capabilities for ultra-high-net-worth clients. The transaction closed on January 31, 2026, adding 36 professionals to Clearstead. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does The Clarius Group do?
The Clarius Group is a shared family office providing investment advisory, comprehensive wealth management, and family office services to families and individuals. It is privately held, operating in Financial Services, and is based in Seattle.
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