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The Clear Harbor Team is proud to announce that Clear Harbor Asset Management has been named one of America’s Top RIA (Registered Investment Advisor) firms by Forbes on October 1, 2025. With more than 15,000 RIAs in the US, our placement on this list represents the top 1.5% of firms, based on the methodology used. 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 a due diligence meeting, we are always thinking to ourselves, 'Would we recommend this firm (or individual) to a friend or family member?' Quality is always first; if we're going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality." Clear Harbor Co-founder and CEO, Aaron Kennon commented on the ranking: “We believe this award is a testament to the work we undertake on behalf of our clients—whether helping families with multi-generational planning, guiding entrepreneurs in managing their wealth, or creating retirement strategies. I could not be more proud of the professionals at our firm who deliver these services with dedication and partner so closely with each of our clients.”

Clear Harbor Asset Management LLC is proud to announce that Aaron Kennon, the firm’s CEO and Co-Founder, has once again been recognized on Forbes Magazine’s 2025 list of Best-In-State Wealth Advisors. Mr. Kennon shared, “This recognition underscores the collective strength of the Clear Harbor team and the deeply personal approach we take with each client relationship. Our focus remains on delivering clear, consistent advice and customized wealth management solutions through a lens of integrity, transparency, and care.” The Forbes ranking, developed in partnership with SHOOK Research, evaluates advisors based on a rigorous combination of qualitative and quantitative factors, including industry experience, revenue trends, client retention, in-person interviews, and community involvement. The selection process aims to identify professionals who demonstrate both excellence and a commitment to putting clients first.

Clear Harbor Asset Management LLC today announced that Scott Bogan has joined the firm as a portfolio manager. With over 25 years of experience in portfolio management and advising both individual and institutional clients, Mr. Bogan brings a wealth of expertise to the firm.

Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Robert Dalldorf has joined the firm as a portfolio manager. Mr. Dalldorf brings to the firm more than 40 years of experience managing portfolios and advising individual and institutional wealth management clients. Mr. Dalldorf previously was the founder and president of Wilton Connecticut-based Falcon Capital Management. Clear Harbor’s Co-Founder and Chief Executive Officer Aaron Kennon commented: “I am thrilled to welcome Bob to Clear Harbor Asset Management. I have known Bob for more than 15 years and can attest to his thoughtfulness, integrity, and focus on each of his client relationships. His approach to advising clients on their complex wealth management needs mirrors that of the broader Clear Harbor team.”

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 pleased to announce that Security Asset Management (“SAM”) joined the firm during Q2 2023.