Clear Retirement Advice LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated March 9, 2026, reports $153M in regulatory assets under management, 1 employee, and 218 accounts.
Assets Under Management
$153M
Employees
1
Offices
--
Total Clients
56
Primary office
SAN MATEO, CA
1900 S NORFOLK ST, SUITE 350, SAN MATEO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.9% of total clients.
Top client categories% of clientsClients
1
HNWI
83.9%
47
2
Individuals
16.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 9, 2026
Discretionary100.0%
$153M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts218
10Y AUM Change+$45M (+41.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* 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.