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RIA ADVISORS
CLARITY FINANCIAL, LLC
CRD 150661 · SEC 801-77832
11750 KATY FREEWAY, SUITE 840, HOUSTON, TX, 77079, United States
Phone
281-501-1791
Fax
281-501-1806
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.84B
Discretionary AUM
$1.76B
Team
16 total employees; 16 advisory reps
Clients
1-10
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 801 | $369.5M |
| High net worth individuals | 434 | $1.41B |
| Business development companies | 1 | $104K |
| Pension/profit sharing plans | 18 | $11.6M |
| Other investment advisers | 113 | $45.8M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://twitter.com/ratliff_danny
- https://twitter.com/ContactClarity
- https://www.linkedin.com/in/danny-ratliff-cfp%C2%AE-chfc%C2%AE-0b9b17114/
- https://www.facebook.com/craig.severin
- https://www.linkedin.com/in/diana-williams-mba-54725611/
- https://www.facebook.com/TheLanceRobertsShow/
- https://soundcloud.com/the-lance-roberts-show
- https://www.linkedin.com/in/karen-roan-mcclure-ab895b15b/
- https://www.facebook.com/frank.marrone.3
- https://www.facebook.com/RealInvestmentAdvice/
- https://twitter.com/rr0710?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
- https://www.facebook.com/lance.roberts.73345
- https://www.linkedin.com/in/chris-larochelle
- https://www.facebook.com/michaellebowitz720/
- https://www.linkedin.com/in/connie-mack-79670712/
- https://www.youtube.com/channel/UCM513WGPVJwH-oLNqiqEKIw
- https://www.facebook.com/connie.mack
- https://www.instagram.com/moneymuse64/
- https://twitter.com/LanceRoberts?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
- HTTP://WWW.REALINVESTMENTADVICE.COM
- https://www.youtube.com/channel/UCXVMMgEidXlrTM1coedg70A
- https://twitter.com/brentclanton?lang=en
- https://www.linkedin.com/in/michael-lebowitz-cfa-a556696/
- https://riaadvisors.com/
- https://www.instagram.com/ratliff_danny/
- https://www.facebook.com/dannyratliff
- https://www.linkedin.com/in/craig-severin-cfp/
- https://twitter.com/michaellebowitz?lang=en
- https://www.linkedin.com/in/samanthasamolu/
- https://www.facebook.com/richard.rosso.7127
- https://www.instagram.com/thelancerobertsshow/p/BpDDvT_A--z/
- https://www.facebook.com/brent.clanton
- https://www.linkedin.com/in/realinvestmentadvice/
- https://www.linkedin.com/in/richard-rosso-ms-cfp-cima-8368351/
- https://www.facebook.com/realinvestmentnews
- https://www.linkedin.com/in/brentclanton/
- https://www.facebook.com/rrosso
- https://www.facebook.com/RIAAdvisors/
- https://twitter.com/lanceroberts?lang=en
Official SEC filing: View on IAPD