Claraphi Advisory Network, LLC

Claraphi Advisory Network, LLC (CRD# 165868) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $349,728,088 in 1,760 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    1,760
    ACCOUNTS
  • Average Account Value
    $198,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, NE, NJ, NY, OH, OK, OR, PA, TX, VA, WA, WI

Financial Advisors at Claraphi Advisory Network, LLC
Showing 1 - 10 of 35 top financial advisors.
1
Matthew M. Chancey
CRD#: 5645874
Orlando, FL
96
Wealthminder
score

Matthew Chancey (CRD# 5645874) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Orlando, FL and has over 9 years of experience in the finance industry. Matthew Chancey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael L. Roasa
CRD#: 839553
2425 E. Camelback Rd, 500, Phoenix, AZ 85016
96
Wealthminder
score

Michael Roasa (CRD# 839553) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.

3
Frank R. Stanley
CRD#: 2077505
3342 Venado St, Carlsbad, CA 92009
96
Wealthminder
score

Frank Stanley (CRD# 2077505) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry. Frank Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Patrick K. Dailey
CRD#: 2475693
25401 Cabot Road, Suite 214, Laguna Hills, CA 92653
93
Wealthminder
score

Patrick Dailey (CRD# 2475693) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Laguna Hills, CA and has over 23 years of experience in the finance industry.

5
Howard L. Dingle
CRD#: 4465905
Johns Creek, GA
93
Wealthminder
score

Howard Dingle (CRD# 4465905) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Johns Creek, GA and has over 16 years of experience in the finance industry.

6
Ronald J. Farner
CRD#: 2335915
248 Center Ave, Molalla, OR 97038
93
Wealthminder
score

Ronald Farner (CRD# 2335915) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Molalla, OR and has over 25 years of experience in the finance industry.

7
Roxanna M. Guinan
CRD#: 1194705
Vero Beach, FL
93
Wealthminder
score

Roxanna Guinan (CRD# 1194705) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Vero Beach, FL and has over 31 years of experience in the finance industry.

8
Albert V. Haworth
CRD#: 860210
25401 Cabot Road, Suite 214, Laguna Hills, CA 92653
93
Wealthminder
score

Albert Haworth (CRD# 860210) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Laguna Hills, CA and has over 31 years of experience in the finance industry.

9
David L. Hubble
CRD#: 1126195
2631 E Marshall St., Turlock, CA 95380
93
Wealthminder
score

David Hubble (CRD# 1126195) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Turlock, CA and has over 34 years of experience in the finance industry.

10
Travis S. Jennings
CRD#: 5753812
25401 Cabot Road, Suite 214, Laguna Hills, CA 92653
93
Wealthminder
score

Travis Jennings (CRD# 5753812) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Laguna Hills, CA and has over 6 years of experience in the finance industry.

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