Clearwater Advisors, LLC

Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $3,157,589,787 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,158
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $31,575,898
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

Financial Advisors at Clearwater Advisors, LLC
Showing 1 - 9 of 9 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 2 years of experience in the finance industry.

2
Douglas K. Bates
CRD#: 1000018
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Douglas Bates (CRD# 1000018) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 38 years of experience in the finance industry.

3
Michael K. Boren
CRD#: 1742976
950 West Bannock, Suite 1050, Boise, ID 83712

Michael Boren (CRD# 1742976) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 32 years of experience in the finance industry.

4
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 20 years of experience in the finance industry.

5
Travis Clemons
CRD#: 7072004
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Travis Clemons (CRD# 7072004) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has 1 year of experience in the finance industry.

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

James Dunn (CRD# 4652633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 16 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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.

9
Matthew J. Peterson
CRD#: 5642531
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702

Matthew Peterson (CRD# 5642531) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 11 years of experience in the finance industry.

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