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In their June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.<ref>{{cite web|title=Which Top RIAs Have the Richest Client Accounts|url=http://www.financial-planning.com/gallery/fp/lists/which-top-rias-have-the-richest-client-accounts-2691741-1.html}}</ref> In their June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.<ref>{{cite web|title=Which Top RIAs Have the Richest Client Accounts|url=http://www.financial-planning.com/gallery/fp/lists/which-top-rias-have-the-richest-client-accounts-2691741-1.html}}</ref>


Financial Clarity has also been recognized numerous times by AdvisorOne.com. Most recently, AdvisorOne.com ranked Financial Clarity 9th nationwide based on average assets under management per client in their September 2012 report for the 2011 calendar year.<ref> Financial Clarity has also been recognized by AdvisorOne.com. Most recently, AdvisorOne.com ranked Financial Clarity 9th nationwide based on average assets under management per client in their September 2012 report for the 2011 calendar year.<ref>
{{cite web {{cite web
| url=http://www.advisorone.com/microsites/top-wealth-managers/2012/top-wm-rankings-2012-AUM.php | url=http://www.advisorone.com/microsites/top-wealth-managers/2012/top-wm-rankings-2012-AUM.php
| title=AdvisorOne 2011 Rankings}}</ref> In the past, AdvisorOne has ranked Financial Clarity as follows: 2010, 13th;<ref> | title=AdvisorOne 2011 Rankings}}</ref> AdvisorOne also ranked Financial Clarity 13th in its 2010 report.<ref>
{{cite web {{cite web
| url=http://www.advisorone.com/microsites/top-wealth-managers/2010/top-wm-rankings-2010.php | url=http://www.advisorone.com/microsites/top-wealth-managers/2010/top-wm-rankings-2010.php
| title=AdvisorOne 2010 Rankings}}</ref> Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th;<ref> | title=AdvisorOne 2010 Rankings}}</ref>
Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th;<ref>{{cite web
{{cite web
| url=http://www.advisorone.com/sites/default/files/pdf/top-wealth-managers-2010/Top-Wealth-Managers-2009-Rankings.pdf | url=http://www.advisorone.com/sites/default/files/pdf/top-wealth-managers-2010/Top-Wealth-Managers-2009-Rankings.pdf
| title=Wealth Manager Magazine 2009 Rankings}}</ref> 2008, 8th.<ref> | title=Wealth Manager Magazine 2009 Rankings}}</ref> 2008, 8th.<ref>{{cite web
{{cite web
| url=http://www.advisorone.com/Issues/2008/7/Documents/Top-Dog-Rankings-08.pdf | url=http://www.advisorone.com/Issues/2008/7/Documents/Top-Dog-Rankings-08.pdf
| title=Wealth Manager Magazine 2008 Rankings}}</ref> | title=Wealth Manager Magazine 2008 Rankings}}</ref>

Revision as of 20:36, 3 February 2016

Financial Clarity, Inc.
[REDACTED]
IndustryWealth Management
FoundedJuly 1992
FounderStanford T. Young
HeadquartersMountain View, California, United States
Key peopleStanford T. Young, Founder and President
WebsiteFinancialClarity.com

Financial Clarity, Inc. is a multi-family office located in Mountain View, California. As of December 31, 2014, the company had assets under management of approximately $1.3 billion.

The firm was founded in 1992 by Stanford T. Young. Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.

Recognition and awards

In their June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.

Financial Clarity has also been recognized by AdvisorOne.com. Most recently, AdvisorOne.com ranked Financial Clarity 9th nationwide based on average assets under management per client in their September 2012 report for the 2011 calendar year. AdvisorOne also ranked Financial Clarity 13th in its 2010 report.

Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity as follows: 2009, 13th; 2008, 8th.

References

  1. "SEC ADV Filing".
  2. "SEC ADV Filing Part 2".
  3. "The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity". AdvisorOne. September 5, 2012.
  4. "Stock Market's Volatility Likely to Continue Next Year". Silicon Valley/San Jose Business Journal. December 2, 2011.
  5. "Think Before Unloading". Wall St. Journal. November 3, 2008.
  6. "Which Top RIAs Have the Richest Client Accounts".
  7. "AdvisorOne 2011 Rankings".
  8. "AdvisorOne 2010 Rankings".
  9. "Wealth Manager Magazine 2009 Rankings" (PDF).
  10. "Wealth Manager Magazine 2008 Rankings" (PDF).

External links

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