ClearRock in annual rankings again, with stellar performance for its clients

By ClearRock Team July 25, 2018 Insights


Financial Advisor magazine published its 2018 version of their annual RIA rankings. As the news medium reported, “the RIA channel eclipsed $70 trillion in registered assets under management in 2017, according to a study sponsored by the Investment Adviser Association. In the 17 years the IAA has tracked RIA growth, AUM has grown by a cumulative 220% and at a compound annual growth rate of 8.1%.”

Its annual RIA rankings are comprised of a lot of the most successful RIAs in the industry. Survey participants and those who conduct financial planning were included in this list of more than 700 firms, ranked based on discretionary and non-discretionary assets as reported on the firm’s ADV. Based on assets, ClearRock came in at #440.

The rankings also added firm statistics such as year over year asset growth and total growth in number of firm clients. One category in which ClearRock performed particularly well was the percent growth in assets per client. In this category, ClearRock ranked 33rd, outperforming 95% of all other rankings participants. As always, ClearRock was built in a very client-centric manner, so this result is a testament to the hard work that’s persisted since we opened our doors 11 years ago.

To read the full article and view the rankings results, visit here.


Selection criteria:

1. Survey participation

2. They must offer financial planning for its clients.