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Financial Clarity, Inc. is a multi-family office located in Mountain View, California. As of December 31, 2016, the company had assets under management of approximately $1.3 billion.[1][2]
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| Industry | Wealth Management |
|---|---|
| Founded | July 1992 |
| Founder | Stanford T. Young |
| Headquarters | , United States |
Key people | Stanford T. Young, Founder and President |
| Website | FinancialClarity.com |
The firm was founded in 1992 by Stanford T. Young.[3][4][5] Its advisory clients include wealthy families, venture capitalists, company founders, retirement plans, and foundations.
Recognition and awards
editIn their June 2015 report, Financial-Planning.com ranked Financial Clarity 3rd nationwide based on average account size.[6]
Financial Clarity has also been recognized by AdvisorOne.com, nationally ranking Financial Clarity 9th in 2012,[7] and 13th in 2010[8] based on average assets under management per client.
Before it was purchased by AdvisorOne, Wealth Manager Magazine ranked Financial Clarity 13th in 2009[9] and 8th in 2008.[10]
References
edit- ^ "SEC ADV Filing".
- ^ "SEC ADV Filing Part 2".
- ^ "The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity". AdvisorOne. September 5, 2012.
- ^ "Stock Market's Volatility Likely to Continue Next Year". Silicon Valley/San Jose Business Journal. December 2, 2011.
- ^ "Think Before Unloading". Wall St. Journal. November 3, 2008.
- ^ "Which Top RIAs Have the Richest Client Accounts". 23 January 2015.
- ^ "AdvisorOne 2012 Rankings".
- ^ "AdvisorOne 2010 Rankings".
- ^ "Wealth Manager Magazine 2009 Rankings" (PDF).
- ^ "Wealth Manager Magazine 2008 Rankings" (PDF).