Clearwater Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 6, 2026, reports $4.7B in regulatory assets under management, 9 employees, 2 offices, and 84 accounts.
Assets Under Management
$4.7B
Employees
9
Offices
2 offices
Total Clients
32
Primary office
BOISE, ID
101 S. CAPITOL BLVD, SUITE 1201, BOISE, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentCorporations represent 53.1% of total clients.
Top client categories% of clientsClients
1
Corporations
53.1%
17
2
Government
31.3%
10
3
Insurance Cos.
15.6%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of May 7, 2026
Discretionary84.4%
$3.9B
84% of total RAUM84.4%
Non-discretionary15.6%
$727M
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.7B
Total Accounts84
10Y AUM Change$-2.5B (-35.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee4:1
10Y Employee Change-3 (-25.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.