Claraphi Advisory Network, LLC

Claraphi Advisory Network, LLC (CRD# 165868) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $969,896,457 in 11,265 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    970
    MILLION
  • Total Number of Accounts
    11,265
    ACCOUNTS
  • Average Account Value
    $86,098
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.

AL, AZ, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Claraphi Advisory Network, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Christopher J. Bowman
CRD#: 2187173
120 Vantis Drive, Suite 585, Aliso Viejo, CA 92656

Christopher Bowman (CRD# 2187173) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Aliso Viejo, CA and has over 17 years of experience in the finance industry.

2
William D. Burns
CRD#: 1744281
151 Mary Esther Blvd, Ste 407, Mary Esther, FL 32569

William Burns (CRD# 1744281) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Mary Esther, FL and has over 6 years of experience in the finance industry.

3
Howard L. Dingle
CRD#: 4465905
120 Vantis Drive, Suite 585, Aliso Viejo, CA 92656

Howard Dingle (CRD# 4465905) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Aliso Viejo, CA and has over 20 years of experience in the finance industry.

4
Ronald J. Farner
CRD#: 2335915
120 Vantis Drive, Suite 585, Aliso Viejo, CA 92656
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.
5
Mohammed S. Ghouri
CRD#: 5737329
33 South Service Road, Jericho, NY 11753

Mohammed Ghouri (CRD# 5737329) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Jericho, NY and has over 7 years of experience in the finance industry.

6
Lee A. Goss
CRD#: 6731534
807 Fremont Avenue, South Pasadena, CA 91030

Lee Goss (CRD# 6731534) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in South Pasadena, CA and has 1 year of experience in the finance industry.

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

Roxanna Guinan (CRD# 1194705) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.

8
Cameron T. Hackett
CRD#: 5685857
8835 Sw Canyon Lane, Ste 406, Portland, OR 97225

Cameron Hackett (CRD# 5685857) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Portland, OR and has over 7 years of experience in the finance industry.

9
David R. Hackett
CRD#: 1160173
8835 Sw Canyon Lane, Ste 406, Portland, OR 97225

David Hackett (CRD# 1160173) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Portland, OR and has over 34 years of experience in the finance industry.

10
David L. Hubble
CRD#: 1126195
2631 E Marshall St., Turlock, CA 95380

David Hubble (CRD# 1126195) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Turlock, CA and has over 38 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.