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| "At the Top" - Wealth Manager Magazine, July/August 2009 |
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Wealth Manager Magazine's annual listing of top wealth managers ranks Financial Clarity 13th nationwide. Financial Clarity is also the highest ranked firm in Northern California. (Disclosure Link) Please contact us for more details concerning these articles. |
| Rank | Firm Name | City | State | Average AUM per Client | Client Relationships |
|---|---|---|---|---|---|
| 1 | Athena Capital Advisors, LLC | Lincoln | MA | $96,822,486 | 25 |
| 2 | TAG Associates, LLC | New York | NY | $59,562,813 | 100 |
| 3 | Gatemore Capital Management, LLC | New York | NY | $50,251,989 | 8 |
| 4 | BBR Partners, LLC | New York | NY | $49,162,086 | 63 |
| 5 | Filament LLC | Seattle | WA | $43,726,995 | 23 |
| 6 | Federal Street Advisors | Boston | MA | $42,978,328 | 69 |
| 7 | Gresham Partners, LLC | Chicago | IL | $38,659,943 | 62 |
| 8 | Hirtle, Callaghan & Co | W. Conshohocken | PA | $37,198,068 | 414 |
| 9 | Ballentine, Finn & Company, Inc. | Waltham | MA | $34,666,667 | 114 |
| 10 | Circle Wealth Management, LLC | Summit | NJ | $30,068,450 | 7 |
| 11 | McDonnell Investment Mgt., LLC | Oak Brook | IL | $28,502,551 | 392 |
| 12 | Waterline Partners, LLC | Los Angeles | CA | $27,898,905 | 29 |
| 13 | Financial Clarity, Inc. | Mountain View | CA | $27,777,867 | 30 |
| 14 | Arlington Partners, LLC | Birmingham | AL | $27,594,595 | 37 |
| 15 | Convergent Wealth Advisors | Rockville | MD | $25,906,632 | 386 |
| Investment
Advisor Public Disclosure - United States Securities and Exchange Commission |
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Investment advisers file Form ADV to register with the Securities and Exchange Commission (SEC). The link below connects to Financial Clarity's filing of the Investment Advisor Registration (Form ADV) on the SEC website. |
| "Annual Top Dogs " - Wealth Manager Magazine, July/August 2008 |
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Wealth Manager Magazine's annual listing of top wealth managers ranks Financial Clarity 8th nationwide. Financial Clarity is also the highest ranked firm in Northern California. (Disclosure Link) Please contact us for more details concerning these articles. |
| "The Top Dogs" - Wealth Manager Magazine, July/August 2007 |
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Wealth Manager Magazine's annual listing of top wealth managers ranks Financial Clarity 10th nationwide. Financial Clarity is also the highest ranked firm in Northern California. (Disclosure Link) Please contact us for more details concerning these articles.
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| "Varsity Crew" - Bloomberg Wealth Manager Magazine, September 2005 |
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Financial Clarity is one of only 69 firms that qualified for inclusion in Bloomberg Wealth Manager Magazine's survey of multi-family offices. Financial Clarity is one of only seven firms in the state of
California. (Disclosure Link) |
| "Firms Vie for Google Billions" - InstitutionalInvestor.com, January 19, 2005 |
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Eduardo Llull ponders the release of 176 million shares of Google restricted stock in early 2005. Financial Clarity's Stan Young is quoted for the article. |
| "The
Benefits Buffet" - San Jose Mercury News, September 7, 2003 |
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By picking wisely
workers can save money and keep their budget healthy. San Jose Mercury News article by Mark Schwanhausser gives advice to workers choosing benefits packages. Financial Clarity's Stanford T. Young is quoted. Read Entire Article |
| "Quicken
Can Be a Tool - or a Homewrecker" - San Jose Mercury News, September 9, 2001 |
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How to run the
popular financial software tool, Quicken, without letting it run your
life. Financial Clarity's Stanford T. Young is quoted. Read Entire Article |
| "Bonds,
With Stocks, Help lnvestors Strike a Balance" - San Jose Mercury News, May 6, 2001 |
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San Jose Mercury
News story quotes Stanford T. Young - "What bonds allow you to
do is hold onto those volatile tech stocks when they go from $50 to
$5. If you are forced to sell when things go down, you will never
realize the potential of those risky assets." Read Entire Article |
| "The
ABCs of investing" - San Jose Mercury News, June 4, 1997 |
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Abby Cohn discusses
how to teach your kids about the stock market and the virtues of investing.
Stanford T. Young is quoted. Read Entire Article |
| "People:
Stanford Young: Thrift, Americans, Thrift" - Palo Alto Online, February 22, 1995 |
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Eva Soos profiles
Stanford Young and Financial Clarity. In the article, Mr. Young presents
his 'soapbox' issues and other bits of wisdom. Read Entire Article |
| "Taking
Financial Steps for Terminally Ill" - Wall Street Journal, July 2, 1992 |
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"When someone
in the family gets a terminal illness, bringing up financial and legal
matters may seem crass and uncaring. But the right moves in the weeks,
days or even hours before death can make life easier for the survivors,
reduce taxes and also relieve some worries of the sick person." Story by Earl C. Gottschalk Jr. Stanford T. Young is quoted. Read Entire Article |
| "McCall's
Extra: Money After 50, Taking Charge of Your Finances" - McCalls, June 1992 |
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Making the best
of a long life calls for careful planning now. Author Holly Wheelwright
outlines 12 steps to take to build a secure and comfortable future.
Stanford T. Young is quoted. Read Entire Article |
| "Giving
It All Away Might Be Best for Some Retirees" - Wall Street Journal, May 15, 1992 |
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Earl C. Gottschalk
Jr. discusses the benefits of the charitable remainder trust. Stanford T. Young is quoted. Read Entire Article |
| "Retiree's
Woe: Tax Man Haunts Your Place in the Sun" - Wall Street Journal, April 17, 1992 |
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Retirees who
relocate to states without income taxes may find that the state where
they earned their pension may attempt to collect afterall. Stanford
T. Young is quoted. Read Entire Article |
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by Financial Clarity, Inc. All Rights Reserved. Important
Disclosures/Terms of Use