Clarity Wealth Advisors

RIASEC Registered

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 registered investment adviser organized as an LLC and operating since 2014. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Clarity also operates an insurance brokerage practice and charges clients through a mix of percentage-of-AUM and fixed fees. The firm is not an active ESG investor and is not set up as a multi-state adviser. Clarity was recognized by Barron's as one of the Top 100 RIA Firms in 2023, reflecting institutional visibility among its peer group.