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| CBIZ Investment Advisory Services LLC
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| CRD # | 286002 |
| SEC # | 801-108996 |
| CIK # | 0001795934 |
| AUM | 12.8 B (2026-03-20) |
| Employees | 93 (94% Investors, 20% Brokers) |
| Phone | 216-447-9000 |
| Address | 5959 Rockside Woods Blvd N Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001795934 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,382 | 0.3 |
| (b) Individuals (high net worth individuals) | 383 | 0.4 |
| (c) Banking or thrift institutions | 16 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 730 | 8.2 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 243 | 1.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 68 | 1.8 |
| Total | 2,850 | 12.8 |
| By Discretionary | ||
| Discretionary | 2,850 | 12.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,850 | 12.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.8 | |
| Total | 2,850 | 12.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001795934] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 768 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 12.8 B |
|
CBIZ Financial Solutions Inc
✚
|
OH |
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|---|---|---|
|
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|
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|
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|
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|
NorthRock Partners LLC
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MN | 12.2 B |
|
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|
Sentinel Pension Advisors LLC
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