Cbiz Investment Advisory Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 286002
- SEC number
- 801-108996
- Firm type
- RIA
- Assets under management
- $12.8B as of Mar 20, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 216-447-9000
- Address
- 5959 Rockside Woods Blvd N, Cleveland, OH, 44131
Advisors at this firm
91 in our index · page 1 of 2
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Jacob Charles AdamczykCRD 6285381 · Cleveland, OHIA RegisteredRegistration inactive
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Scott AdamsCRD 2945109 · Denver, COIA RegisteredRegistration inactive
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Scott Alan ArnwineCRD 4531292 · Memphis, TNIA Registered
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Robert James AusterCRD 4163051 · Phoenix, AZIA RegisteredBroker
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Jordan Craig AustrianCRD 6267378 · High Point, NCIA RegisteredRegistration inactive
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Dante J AguirreCRD 7148132 · Providence, RIIA RegisteredRegistration inactive
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Jeffrey Forrest BarnesCRD 2296399 · Memphis, TNIA Registered
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Karen Barabutes BartaCRD 6376747 · Martinez, CAIA RegisteredRegistration inactive
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Martin Barnwell BelCRD 2499468 · Maitland, FLIA RegisteredRegistration inactive
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Brian Joseph BlachCRD 2660233 · San Jose, CAIA RegisteredBroker
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Christopher Ryan BlankCRD 4613317 · Cumberland, MDIA RegisteredBroker
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Lawrence Neal BourgetCRD 2611342 · Raleigh, NCIA RegisteredRegistration inactive
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Valerie Kay BrennanCRD 3156911 · Indianapolis, INIA RegisteredRegistration inactive
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Colin Edward BarkerCRD 7453914 · Cleveland, OHIA Registered
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Nicholas Paul BeboutCRD 7176392 · Cleveland, OHIA Registered
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Andrew Charles BeckCRD 7834978 · Minneapolis, MNIA Registered
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Melissa Kadras BlackCRD 7477992 · Cleveland, OHIA Registered
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Christopher Mark BrownCRD 6028654 · Cleveland, OHIA RegisteredBrokerDisclosure event(s) on record
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Patricia Marie CageCRD 2924826 · Columbia, MDIA RegisteredRegistration inactive
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Kim Marie CangeloseCRD 2294994 · Kansas City, MOIA RegisteredRegistration inactive
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Patrick Michael CarrollCRD 7154362 · Roanoke, VAIA Registered
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Brian Edward DeanCRD 1735706 · Cleveland, OHIA RegisteredBroker
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Morgan Lee DesalvoCRD 4982193 · Cleveland, OHIA Registered
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Natasha Colleen DockstaderCRD 4170687 · Kansas City, MOIA RegisteredRegistration inactive
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Patrick G DonnellyCRD 5812508 · Cleveland, OHIA RegisteredRegistration inactive
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Alison Brigid DecraneCRD 8125773 · Cleveland, OHIA Registered
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Kerry Jo ElyCRD 5109596 · Cleveland, OHIA Registered
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Eric Michael EndressCRD 5084117 · Cleveland, OHIA RegisteredRegistration inactive
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Sy Jackson FarrisCRD 5532725 · Cumberland, MDIA RegisteredBroker
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Matthew Joseph FeltenCRD 5179113 · Cumberland, MDIA RegisteredRegistration inactive
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Miles Slocum FortasCRD 4348768 · Memphis, TNIA Registered
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Michael Bernard GlackinCRD 2341347 · Media, PAIA RegisteredRegistration inactive
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Thomas James GormanCRD 2702200 · Cleveland, OHIA Registered
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Ricardo GardeaCRD 5850721 · Phoenix, AZIA RegisteredRegistration inactive
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Rory Padraic GlackinCRD 8060484 · Media, PAIA Registered
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James Frederick HarmonCRD 1903786 · Independence, OHIA Registered
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Richard Lee HarshmanCRD 1785674 · Cumberland, MDIA RegisteredBroker
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Travis D. HelmichCRD 6325152 · Cleveland, OHIA RegisteredRegistration inactive
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Edmund Henry HindersCRD 1183062 · Chesterfield, MOIA RegisteredRegistration inactive
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Elizabeth Ann HooverCRD 4318539 · Indianapolis, INIA RegisteredRegistration inactive
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Jennifer HutchinsCRD 4852886 · Dallas, TXIA RegisteredRegistration inactive
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Gina Capizzani Hamblen MilesCRD 2381859 · Memphis, TNIA Registered
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Jason Benito IbarraCRD 3231310 · Atlanta, GAIA RegisteredRegistration inactive
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Ian M JanecekCRD 3190911 · Memphis, TNIA Registered
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Brian L JonesCRD 2153188 · Memphis, TNIA Registered
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Gilbert Jackson KellerCRD 5730057 · Kansas City, MOIA RegisteredBroker
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Nicholas Wayne KroegerCRD 5035462 · Kansas City, MOIA RegisteredRegistration inactive
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Paula Marie LewisCRD 6785741 · Cleveland, OHIA Registered
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Joseph Scott LongCRD 2716639 · Cleveland, OHIA Registered
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Robert Alan LongfieldCRD 2099575 · Memphis, TNIA Registered
1–50 of 91Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 286002 ↗
FINRA BrokerCheck record for firm CRD 286002 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.