Be advised. This firm is no longer registered.

Clear Perspective Advisors, LLC

Clear Perspective Advisors, LLC (CRD# 157447) is a financial advisory firm headquartered in Aurora, IL. They manage $591,559,139 in 1,870 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    592
    MILLION
  • Total Number of Accounts
    1,870
    ACCOUNTS
  • Average Account Value
    $316,342
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, IL, MI, TN, TX, WI

Financial Advisors at Clear Perspective Advisors, LLC
No Advisor Found.
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