| "2011 Top Wealth Managers: State of the Industry" - AdvisorOne.com Report August 2011 |
|
 |
|
|
AdvisorOne's annual listing of top wealth
managers ranked Financial Clarity 15th nationwide based on average AUM per client. Financial Clarity was also the highest ranked firm in Northern California.
(Disclosure Link) Please contact us for more details concerning these
articles. |
| Rank | Firm Name | State | Average AUM per Client | Client Relationships | Total AUM Rank |
|---|---|---|---|---|---|
| 1 | Athena Capital Advisors, LLC | MA | $110,025,000 | 32 | 21 |
| 2 | Circle Wealth Management | AL | $94,137,000 | 12 | 69 |
| 3 | Gresham Partners LLC | IL | $85,177,000 | 69 | 9 |
| 4 | BBR Partners | NY | $74,883,000 | 72 | 13 |
| 5 | SCS Financial | MA | $71,560,000 | 109 | 3 |
| 6 | Lake Street Advisors | NH | $69,680,000 | 44 | 25 |
| 7 | Tiedemann Wealth Management | NY | $66,753,000 | 88 | 10 |
| 8 | Ballentine Partners, LLC | MA | $53,983,000 | 108 | 12 |
| 9 | Algonquin Advisors LLC | CT | $50,039,000 | 18 | 90 |
| 10 | Federal Street Advisors | MA | $48,346,000 | 86 | 16 |
| 11 | Arlington Family Office | AL | $43,478,000 | 46 | 41 |
| 12 | Vogel Consulting | IL | $42,480,000 | 50 | 37 |
| 13 | Convergent Wealth Advisors | MD | $42,431,000 | 337 | 2 |
| 14 | Pathstone Family Office | NY | $42,090,000 | 40 | 53 |
| 15 | Financial Clarity, Inc | CA | $35,858,000 | 31 | 71 |
| Investment
Advisor Public Disclosure - United States Securities and Exchange Commission |
|
|
|
|
Investment advisers file Form ADV to register with the Securities and Exchange Commission (SEC). The links below connect to Financial Clarity's filing of the Investment Advisor Registration (Form ADV) on the SEC website. |
|
|
| "Stock Market's Volatility Likely to Continue Next Year" - San Jose Business Journal, December 2, 2011 |
|
|
|
|
Eli Segall interviews Stan Young for his views on the economic and investment outlook. |
| "2010 Top Wealth Managers" - WealthManagerWeb.com Special Report, July/August 2010 |
|
|
|
|
Wealth Manager's annual listing of top wealth
managers ranked Financial Clarity 13th nationwide. Financial Clarity was also the highest ranked firm in Northern California.
(Disclosure Link) |
| "At the Top " - Wealth Manager Magazine, July/August 2009 |
|
|
|
|
Wealth Manager Magazine's annual listing of top wealth managers ranked Financial Clarity 13th nationwide. Financial Clarity was also the highest ranked firm in Northern California. (Disclosure Link) |
| "Annual Top Dogs " - Wealth Manager Magazine, July/August 2008 |
|
|
|
|
Wealth Manager Magazine's annual listing of top wealth managers ranked Financial Clarity 8th nationwide. Financial Clarity was also the highest ranked firm in Northern California. (Disclosure Link) |
| "The Top Dogs" - Wealth Manager Magazine, July/August 2007 |
|
|
|
|
Wealth Manager Magazine's annual listing of top wealth managers ranked Financial Clarity 10th nationwide. Financial Clarity was also the highest ranked firm in Northern California. (Disclosure Link) |
| "Varsity Crew" - Bloomberg Wealth Manager Magazine, September 2005 |
|
|
|
|
Financial Clarity was one of only 69 firms that qualified for inclusion in Bloomberg Wealth Manager Magazine's survey of multi-family offices. Financial Clarity was one of only seven firms in the state of
California.(Disclosure Link) |
| "Firms Vie for Google Billions" - InstitutionalInvestor.com, January 19, 2005 |
|
|
|
|
Eduardo Llull pondered the release of 176 million shares of Google restricted stock in early 2005. Financial Clarity's Stan Young was quoted for the article. |
| "The
Benefits Buffet" - San Jose Mercury News, September 7, 2003 |
|
|
|
|
"By picking wisely
workers can save money and keep their budget healthy." San Jose Mercury News article by Mark Schwanhausser gave advice to workers choosing benefits packages. Financial Clarity's Stanford T. Young was quoted. Read Entire Article |
| "Quicken
Can Be a Tool - or a Homewrecker" - San Jose Mercury News, September 9, 2001 |
|
|
|
|
How to run the
popular financial software tool, Quicken, without letting it run your
life. Financial Clarity's Stanford T. Young was quoted. Read Entire Article |
| "Bonds,
With Stocks, Help lnvestors Strike a Balance" - San Jose Mercury News, May 6, 2001 |
|
|
|
|
San Jose Mercury
News story quoted Stanford T. Young - "What bonds allow you to
do is hold onto those volatile tech stocks when they go from $50 to
$5. If you are forced to sell when things go down, you will never
realize the potential of those risky assets." Read Entire Article |
| "The
ABCs of investing" - San Jose Mercury News, June 4, 1997 |
|
|
|
|
Abby Cohn discussed
how to teach your kids about the stock market and the virtues of investing.
Stanford T. Young was quoted. Read Entire Article |
| "People:
Stanford Young: Thrift, Americans, Thrift" - Palo Alto Online, February 22, 1995 |
|
|
|
|
Eva Soos profiled
Stanford Young and Financial Clarity. In the article, Mr. Young presented
his 'soapbox' issues and other bits of wisdom. Read Entire Article |
| "Taking
Financial Steps for Terminally Ill" - Wall Street Journal, July 2, 1992 |
|
|
|
|
"When someone
in the family gets a terminal illness, bringing up financial and legal
matters may seem crass and uncaring. But the right moves in the weeks,
days or even hours before death can make life easier for the survivors,
reduce taxes and also relieve some worries of the sick person." Story by Earl C. Gottschalk Jr. Stanford T. Young was quoted. Read Entire Article |
| "McCall's
Extra: Money After 50, Taking Charge of Your Finances" - McCalls, June 1992 |
|
|
|
|
Making the best
of a long life calls for careful planning now. Author Holly Wheelwright
outlined 12 steps to take to build a secure and comfortable future.
Stanford T. Young was quoted. Read Entire Article |
| "Giving
It All Away Might Be Best for Some Retirees" - Wall Street Journal, May 15, 1992 |
|
|
|
|
Earl C. Gottschalk
Jr. discussed the benefits of the charitable remainder trust. Stanford T. Young was quoted. Read Entire Article |
| "Retiree's
Woe: Tax Man Haunts Your Place in the Sun" - Wall Street Journal, April 17, 1992 |
|
|
|
|
Retirees who
relocate to states without income taxes may find that the state where
they earned their pension may attempt to collect afterall. Stanford
T. Young was quoted. Read Entire Article |
© 2004 - 2011 by Financial Clarity, Inc. All Rights Reserved.