Clearstead Advisors, a registered investment adviser (RIA), has announced the acquisition of The Clarius Group, a Seattle-based multi-family office RIA serving ultra-high-net-worth individuals and families. Clarius oversees approximately $5.1 billion in assets under management. The transaction closed on Jan. 31, 2026.
With the addition of 36 Clarius professionals — including founding partners Keith Vernon and Matthew Talbot — Clearstead further deepens its capabilities for ultra-high-net-worth and family office clients. Clarius brings specialized expertise across investment advisory, integrated family office services, personal accounting, comprehensive administrative support and multi-generational planning. Talbot, Vernon and four other Clarius partners will become Clearstead partners as part of the deal.
Following the transaction, Clearstead advises approximately $55 billion in total client assets, including $30 billion under management and employs more than 300 p
