Clearwater Advisors, LLC

Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $7,470,305,261 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,470
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $52,980,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, ID, NV

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Christopher A. Brechbuhler
CRD#: 2857500
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
96
Wealthminder
score

Christopher Brechbuhler (CRD# 2857500) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 17 years of experience in the finance industry.

2
Philip J. Bartlett
CRD#: 5528902
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
93
Wealthminder
score

Philip Bartlett (CRD# 5528902) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 8 years of experience in the finance industry.

3
Douglas K. Bates
CRD#: 1000018
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
93
Wealthminder
score

Douglas Bates (CRD# 1000018) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 35 years of experience in the finance industry.

4
Adam L. Benton
CRD#: 5367823
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
93
Wealthminder
score

Adam Benton (CRD# 5367823) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 10 years of experience in the finance industry.

5
Michael K. Boren
CRD#: 1742976
950 West Bannock, Suite 1050, Boise, ID 83712
93
Wealthminder
score

Michael Boren (CRD# 1742976) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 29 years of experience in the finance industry.

6
James T. Dunn
CRD#: 4652633
250 S. 5th St. Suite 150, Boise, ID 83702
93
Wealthminder
score

James Dunn (CRD# 4652633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 13 years of experience in the finance industry.

7
Rhet N. Hulbert
CRD#: 5186437
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
93
Wealthminder
score

Rhet Hulbert (CRD# 5186437) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 11 years of experience in the finance industry.

8
Sean W. Tierney
CRD#: 4800407
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
93
Wealthminder
score

Sean Tierney (CRD# 4800407) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 12 years of experience in the finance industry.

9
Richard E. Wehrmann
CRD#: 2473825
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
93
Wealthminder
score

Richard Wehrmann (CRD# 2473825) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 23 years of experience in the finance industry.

10
Richard M. Lin
CRD#: 6413468
101 S. Capitol Blvd, Suite 600, Boise, ID 83702
90
Wealthminder
score

Richard Lin (CRD# 6413468) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.