Clearstead acquires The Clarius Group

Clearstead agreed to acquire The Clarius Group. Reported deal value: $5.1B. Status: Completed. Sector: multi-family office RIA. Target headquarters context: Seattle, Washington, United States.

This page summarizes publicly available information about the transaction as of 2026-02-03. Figures and status may change as filings and press coverage update.

READ: CW Advisors , Shore Group Advisors unveil strategic combinations Clearstead Advisors has moved to significantly expand its ultra-high-net-worth and family office capabilities with the acquisition of The Clarius Group , a deal that closed January 31, 2026 and adds approximately $5.1 billion in assets under management to the firm