A complete list of active advisors currently associated with Citizens Private Wealth

Warmer can help you find a great advisor at Citizens Private Wealth or one who fits your needs even better.

Citizens Private Wealth (Clarfeld Financial Advisors, LLC) serves high‑net‑worth individuals and families, retirement plans, business entities, trusts, estates, and charitable organizations, offering discretionary and non‑discretionary investment management, financial and tax planning, outsourced CIO services for endowments and foundations, and a wrap fee program. The firm manages roughly $15.5 billion with an open‑architecture platform and also provides ERISA fiduciary services to plan sponsors. CPW’s investment process emphasizes establishing a long‑term asset allocation tailored to each client’s goals and cash‑flow needs, with tactical adjustments made when market or macroeconomic conditions warrant and oversight from a Chief Investment Officer. Portfolio managers employ both quantitative and fundamental analysis across fixed‑income and equity strategies and the firm recently shifted to quarterly billing in advance effective April 1, 2026. Notable distinctions include its affiliation as a wholly owned subsidiary of Citizens Bank, N.A., which provides access to bank‑affiliate cash sweep options (including a BDSP with FDIC coverage) and securities‑based lending programs; the brochure discloses related payments, potential conflicts, and advisor incentives tied to those banking products. CPW also documents a material fee practice difference between Legacy and New clients — with many Legacy accounts subject to standalone wrap fees while New client fees are more often inclusive — and generally does not target non‑high‑net‑worth retail individual clients.

To learn more about the advisors currently working at Citizens Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.