CLARUS WEALTH ADVISORS, LLC is a Peoria, Arizona based financial advisory firm with nearly $222,892,191 in assets under management and provides investment advisory services for 878 clients. There are currently 16 financial advisors at the firm.
General Information |
| Firm CRD#: | 281160 | |
| SEC#: | 801-110156 | |
| Assets under Management: | $222,892,191 | |
| No. of Clients: | 878 | |
| No. of Advisors: | 16 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VERSANT CAPITAL MANAGEMENT, INC. | 131692 | 801-63192 | 15605 | 15 | $900,479,528 |
| TRAJAN WEALTH, L.L.C. | 158847 | 801-100392 | 15595 | 125 | $1,969,683,196 |
| VERUS CAPITAL PARTNERS, LLC | 151568 | 801-78989 | 6591 | 49 | $1,564,473,891 |
| TREK FINANCIAL | 109376 | 801-58087 | 4584 | 55 | $2,260,449,578 |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | 111320 | 801-54265 | 4225 | 26 | $2,556,150,742 |
| SONORA INVESTMENT MANAGEMENT | 315312 | 801-121799 | 3330 | 15 | $1,962,270,353 |
| TOTAL INVESTMENT MANAGEMENT, INC. | 108818 | 801-69759 | 2170 | 10 | $1,196,259,533 |
| IRONWOOD INVESTMENT COUNSEL, LLC | 110623 | 801-60073 | 1982 | 19 | $1,400,440,770 |
| GALVIN, GAUSTAD & STEIN, LLC | 153410 | 801-71464 | 1942 | 14 | $1,191,853,438 |
| MSH CAPITAL ADVISORS LLC | 157835 | 801-108933 | 1920 | 29 | $1,036,575,400 |
| L. ROY PAPP & ASSOCIATES, LLP | 105130 | 801-35594 | 1833 | 10 | $1,534,106,429 |
| WELLSPRING FINANCIAL PARTNERS | 158872 | 801-112630 | 430 | 10 | $1,016,208,473 |
| GLOBAL STRATEGIC INVESTMENT SOLUTIONS | 175300 | 801-114835 | 359 | 5 | $1,359,224,640 |
| SOVEREIGN INVESTMENT ADVISORS LLC | 149040 | 801-80942 | 139 | 8 | $2,327,230,630 |
| STANDPOINT ASSET MANAGEMENT, LLC | 305155 | 801-117365 | 1 | 7 | $1,048,194,064 |