CBIZ RETIREMENT PLAN ADVISORY SERVICES

Cleveland, United States · CRD 16678

SEC-registered investment adviser since 1999 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$8.9m
Main clients (by assets)Pension plans 100%
Form ADV · 2026-03-05SEC adviser record

Kindinstitutions
Others nearbyIndependence, OH, Cumberland, MD, Leawood, KS, Phoenix, AZ, Saint Louis, MO, San Jose, CA

As an employer

Staff (Form ADV)19 · 16 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Cleveland, OH (main office)United States	United States	about 4
Cumberland, MDUnited States	United States	6
Kansas City, MOUnited States	United States	2
Maitland, FLUnited States	United States	1
Phoenix, AZUnited States	United States	1
San Jose, CAUnited States	United States	1
St Louis, MOUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.