Cbiz Investment Advisory Services, LLC

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 2 of 2

• Alexander James LaikosCRD 7114073 · Cleveland, OH
  IA Registered
• John Paul LupicaCRD 7194926 · Cleveland, OH
  IA Registered
• Cory Joseph MccomasCRD 5682442 · Cleveland, OH
  IA RegisteredRegistration inactive
• Kalman David MuchnickCRD 2989071 · Philadelphia, PA
  IA RegisteredRegistration inactive
• R Scott NichollsCRD 4695012 · Cleveland, OH
  IA RegisteredRegistration inactive
• Justin S NewtonCRD 6925731 · Independence, OH
  IA RegisteredRegistration inactive
• Joseph Daniel NittingCRD 7502717 · Cleveland, OH
  IA Registered
• Cindy Renea OrrCRD 2313966 · Kansas City, MO
  IA RegisteredRegistration inactive
• Derek Michael OtrembaCRD 2875380 · Columbia, MD
  IA RegisteredRegistration inactive
• Matthew Gordon PaderaCRD 6523667 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Todd Carlton PylesCRD 2758310 · Cumberland, MD
  IA RegisteredBroker
• Zachary Stephen PierceCRD 7520594 · Kansas City, MO
  IA Registered
• James Thomas RiesCRD 1595315 · Fairborn, OH
  IA Registered
• Richard Christian RitzerCRD 5873269 · Media, PA
  IA Registered
• Peter John RivielloCRD 4681502 · Media, PA
  IA RegisteredRegistration inactive
• Karen Susan RobertsCRD 4610418 · Maitland, FL
  IA Registered
• Nicholas RhoaCRD 8235637 · Indianapolis, IN
  IA Registered
• Anthony M. ScalfaroCRD 5551088 · West Conshohocken, PA
  IA RegisteredBroker
• Julian SimmermanCRD 7217670 · Indianapolis, IN
  IA RegisteredRegistration inactive
• John Raymond SmythCRD 1803757 · Cumberland, MD
  IA RegisteredBroker
• Jonathan J SquireCRD 6284679 · Cleveland, OH
  IA Registered
• Krystal Lynn StairCRD 5628352 · Cumberland, MD
  IA RegisteredBroker
• Charles Garlin StoutCRD 3045307 · Boca Raton, FL
  IA RegisteredBroker
• Michael John SwallowCRD 4065168 · Cleveland, OH
  IA RegisteredRegistration inactive
• Jeffrey Allen SchapelCRD 7203803 · Cleveland, OH
  IA Registered
• Isabella Zora ShumayCRD 8191953 · Independence, OH
  IA Registered
• Ernest Lee SmithCRD 4460078 · Maitland, FL
  IA RegisteredRegistration inactive
• Michael R. StuartCRD 5205682 · Chicago, IL
  IA RegisteredRegistration inactive
• Michael R TirneyCRD 5392469 · Media, PA
  IA RegisteredRegistration inactive
• Christopher John TomlinsonCRD 2877302 · Media, PA
  IA RegisteredRegistration inactive
• Jennifer Lynn TrippCRD 4489691 · San Jose, CA
  IA RegisteredBroker
• Dominic Depaul TrupianoCRD 5775744 · Chesterfield, MO
  IA Registered
• Trevor Wade TurnerCRD 4327921 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Brian TaylorCRD 7495794 · Cleveland, OH
  IA Registered
• Andrew Charles VanburenCRD 1662282 · West Conshohocken, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Thomas WalshCRD 6925939 · Boca Raton, FL
  IA Registered
• Bradley Patrick WarnerCRD 4649039 · Media, PA
  IA RegisteredRegistration inactive
• James Patrick WinchesterCRD 3173642 · Woodstock, GA
  IA RegisteredBroker
• Robert ZeidmanCRD 2743502 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Michael Paul ZiccardiCRD 4060898 · Cleveland, OH
  IA Registered
  Disclosure event(s) on record
• Anna ZelenovichCRD 7999335 · Kansas City, MO
  IA Registered

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.