Clearwater Advisors, LLC

Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $7,161,342,535 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,161
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $55,087,250
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

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Christopher A. Brechbuhler
CRD#: 2857500
101 S. Capitol Blvd, Suite 1201, 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 18 years of experience in the finance industry.

2
Philip J. Bartlett
CRD#: 5528902
101 S. Capitol Blvd, Suite 1201, 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 9 years of experience in the finance industry.

3
Douglas K. Bates
CRD#: 1000018
101 S. Capitol Blvd, Suite 1201, 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 36 years of experience in the finance industry.

4
Adam L. Benton
CRD#: 5367823
101 S. Capitol Blvd, Suite 1201, 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 30 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 1201, 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
Matthew J. Peterson
CRD#: 5642531
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702
93
Wealthminder
score

Matthew Peterson (CRD# 5642531) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 9 years of experience in the finance industry.

9
Donald T. Streett
CRD#: 5448626
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702
93
Wealthminder
score

Donald Streett (CRD# 5448626) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 6 years of experience in the finance industry.

10
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 13 years of experience in the finance industry.

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