Financial Clarity

Last updated
Financial Clarity, Inc.
Industry Wealth Management
FoundedJuly 1992
FounderStanford T. Young
Headquarters
Mountain View, California
,
United States
Key people
Stanford T. Young, Founder and President
Website FinancialClarity.com

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]

Contents

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

In 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

  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". 23 January 2015.
  7. ↑ "AdvisorOne 2012 Rankings".
  8. ↑ "AdvisorOne 2010 Rankings".
  9. ↑ "Wealth Manager Magazine 2009 Rankings" (PDF).
  10. ↑ "Wealth Manager Magazine 2008 Rankings" (PDF).
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