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.”
Clear Harbor Asset Management is a firm dedicated to a shared vision of merging first-class, holistic wealth management advice with compelling investment strategies and execution, as well as advanced customer-facing technology. We are owned entirely by our employees—a team of veteran professionals with breadth of knowledge and extensive domestic and international experience. Since our founding in 2009, we have worked closely with clients with the goal of protecting and growing their wealth and simplifying their financial life.
Forbes and their affiliated research arm, Shook Research, do not receive a fee in exchange for rankings. To view the Forbes Top 250 RIAs, visit the page on the Forbes website.
About Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, Connecticut with an additional office in Plano, Texas. The firm was founded with a shared vision to merge holistic wealth management advice with compelling investment strategies and advanced technology. Clear Harbor provides financial solutions on behalf of individuals, families, endowments, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. The firm is owned entirely by its employees—a team of veteran financial professionals and problem-solvers with an extensive breadth of knowledge and experience. Disclosure: Neither the rankings referenced above nor the recognition by unaffiliated rating services and/or publications should be interpreted by a client or prospective client as a guarantee of performance or certain results. No ranking should be construed as a current or past endorsement of Clear Harbor Asset Management, Aaron Kennon, or any specific advisor by any of its clients.