Which Top RIAs Have the Richest Client Accounts: No. 3 – Financial Clarity

June, 2015

Financial-Planning ranked Financial Clarity 3rd nationwide based on average assets under management per client, and first in California.  (Disclosure). Please contact us for more details concerning these articles.

Source: Financial-Planning.com Report

RankFirm NameStateAverage AUM per ClientClient RelationshipsToatal AUM
1East End AdvisorsNY$168,400,00024$4,474,000,000
2WE Family OfficesNY$51,800,00063$3,260,000,000
3Financial Clarity, Inc.CA$40,800,00031$1,270,000,000
4Seven Bridge AdvisorsNY$35,200,000102$3,600,000,000
5MozaicCA$29,300,00052$1,540,000,000
6Strategic Capital AdvisorsCO$26,900,000143$3,850,000,000
7Seven Post Investment OfficeCA$22,700,000165$3,750,000,000
8Brownson Rehmus & FoxworthIL$19,040,000532$10,127,870,000
9CM Wealth AdvisorsOH$18,900,000135$2,550,000,000
10Iron CapitalGA$16,700,000185$3,090,000,000