Financial Clarity Explained

Financial Clarity, Inc.
Foundation:July 1992
Founder:Stanford T. Young
Location City:Mountain View, California
Location Country:United States
Key People:Stanford T. Young, Founder and President
Industry:Wealth Management
Homepage: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]

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]

Notes and References

  1. Web site: SEC ADV Filing.
  2. Web site: SEC ADV Filing Part 2.
  3. Web site: The 2012 Top Wealth Managers Profiles: No. 9—Financial Clarity . AdvisorOne . September 5, 2012.
  4. Web site: Stock Market's Volatility Likely to Continue Next Year . Silicon Valley/San Jose Business Journal . December 2, 2011.
  5. Web site: Think Before Unloading . Wall St. Journal . November 3, 2008.
  6. Web site: Which Top RIAs Have the Richest Client Accounts. 23 January 2015 .
  7. Web site: AdvisorOne 2012 Rankings.
  8. Web site: AdvisorOne 2010 Rankings.
  9. Web site: Wealth Manager Magazine 2009 Rankings.
  10. Web site: Wealth Manager Magazine 2008 Rankings.