Clearwater Advisors, LLC

Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $4,009,666,146 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,010
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $58,111,104
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, WA

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Bates
CRD#: 6531599
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Daniel Bates (CRD# 6531599) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 4 years of experience in the finance industry.

2
Christopher A. Brechbuhler
CRD#: 2857500
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Christopher Brechbuhler (CRD# 2857500) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 22 years of experience in the finance industry.

3
Rhet N. Hulbert
CRD#: 5186437
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Rhet Hulbert (CRD# 5186437) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 15 years of experience in the finance industry.

4
Richard M. Lin
CRD#: 6413468
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

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.

5
Brandon J. Beall
CRD#: 5061633
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Brandon Beall (CRD# 5061633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 8 years of experience in the finance industry.

6
Dennis R. Klimes
CRD#: 2270322
Kirkland, WA

Dennis Klimes (CRD# 2270322) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Kirkland, WA and has over 28 years of experience in the finance industry.

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