A complete list of active advisors currently associated with Clarity Wealth Advisors

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

Clarity Wealth Advisors provides discretionary portfolio management, financial planning, portfolio consulting and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, and other organizations. The firm typically develops tailored investment strategies and may implement those strategies through proprietary models, third‑party asset managers, mutual funds and ETFs. Clarity generally manages accounts on a discretionary basis, collecting client objectives, risk tolerance and financial information before monitoring and rebalancing portfolios on an ongoing basis. The brochure discloses specific implementation techniques the firm may use, including covered option writing, margin strategies and securities‑backed lines of credit, and notes that the firm may permit derivatives and borrowing within separately managed accounts. The firm reports approximately $732.9 million in discretionary assets under management as of January 31, 2026, which produces an unusually high AUM‑per‑advisor profile compared with many team firms. Clarity is also licensed as an insurance agency (doing business as Clarity Insurance Solutions), so some investment adviser representatives earn commission income from insurance sales, and the firm discloses the use of third‑party AI tools for meeting recording/transcription with an opt‑out for clients.

To learn more about the advisors currently working at Clarity Wealth Advisors, 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.