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 16 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 7 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 34 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 9 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 28 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 12 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 10 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 22 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.

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