Clarity Wealth Advisors

RIASEC RegisteredEst. 2014

Total AUM

$733M

Discretionary

$733M

100% of AUM

Avg account

$542K

Accounts

1,353

Employees

Advisory reps

Firm details

Headquarters: San Jose, California
CRD number: 157913
Registered since: February 24, 2014
Website: claritywealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.46%
Individuals4.77%
Pension & Profit Sharing Plans2.68%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Wealth Advisors is an independent, SEC-registered RIA formed in 2014 and owned by individuals rather than a wirehouse or bank. The firm serves both individual and institutional clients and operates as a capital allocator, advising on and placing third-party alternative managers in client portfolios. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Clarity also carries on insurance brokerage activities and uses a mix of AUM-based and fixed fees. The firm was named one of Barron’s Top 100 RIA Firms in 2023.