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

Rank	Firm Name	State	Average AUM per Client	Client Relationships	Toatal AUM
1	East End Advisors	NY	$168,400,000	24	$4,474,000,000
2	WE Family Offices	NY	$51,800,000	63	$3,260,000,000
3	Financial Clarity, Inc.	CA	$40,800,000	31	$1,270,000,000
4	Seven Bridge Advisors	NY	$35,200,000	102	$3,600,000,000
5	Mozaic	CA	$29,300,000	52	$1,540,000,000
6	Strategic Capital Advisors	CO	$26,900,000	143	$3,850,000,000
7	Seven Post Investment Office	CA	$22,700,000	165	$3,750,000,000
8	Brownson Rehmus & Foxworth	IL	$19,040,000	532	$10,127,870,000
9	CM Wealth Advisors	OH	$18,900,000	135	$2,550,000,000
10	Iron Capital	GA	$16,700,000	185	$3,090,000,000

BACK TO ARTICLES & NEWs