facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights & Understanding

Remain in the Know

Clear Harbor Flash

As Seen and Heard on Reuters TV and Bloomberg Radio


Clear Harbor Asset Management Ranked by Forbes as a Top RIA Firm for 2023

The Clear Harbor Team is thrilled to announce that as of October 10, 2023, Clear Harbor Asset Management has been named one of America’s TOP Registered Investment Advisors (“RIA”) by Forbes. With more than 15,000 RIAs in the US, our placement on this list represents the top 1.5% of firms. The Forbes ranking incorporates several quantitative and qualitative factors which include industry experience, revenue growth, assets under management, regulatory compliance, community involvement, firm culture, and commitment to servicing clients. Forbes states in its methodology, “When we meet with a firm or an advisor for due diligence meeting, we are always thinking to ourselves, “Would we recommend this firm to a friend or family member?”. Clear Harbor Co-founder and CEO, Aaron Kennon commented on the ranking: “We feel this ranking speaks volumes to the quality of the Clear Harbor team, the personalization and care that we apply to each of our clients, and the process that we embrace to provide wealth management advice and asset management strategies to our individual, institutional, and not-for-profit clients.”


Henrik Brun Joins Clear Harbor Asset Management

Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Henrik Brun has joined the firm and will serve as a financial advisor in the capacity as Managing Director. Mr. Brun brings to the firm approximately 25 years of experience working with individual and institutional asset management clients domiciled in the US, Europe, and Asia.