Clearwater Capital Advisors

Independent RIA focused on sustainable and ESG-integrated investing for tech employees and families in the Pacific Northwest.

Clearwater Capital Advisors at a Glance

Clearwater Capital Advisors is headquartered in Seattle, WA, according to the directory dataset. Its founding year is recorded as 2009. The headcount band listed for Clearwater Capital Advisors is 25+ employees.

On the AUM measure the dataset carries for its category, Clearwater Capital Advisors is recorded at $800 million. The minimum project size or engagement listed for Clearwater Capital Advisors is $500K AUM.

Clearwater Capital Advisors lists 4 service lines in its dataset entry: ESG Investing, Tech Employee Financial Planning, Equity Compensation and Tax Planning.

Clearwater Capital Advisors in Its Category

The ranked category list for financial advisors is a top 10 list (dataset updated April 4, 2026), and Clearwater Capital Advisors is not on it.

On AUM, Clearwater Capital Advisors is recorded at $800 million. Measured alongside the 10 ranked firms, Clearwater Capital Advisors sits 11th of 11 on that field, against a high of $8.5 trillion for Vanguard Personal Advisor Services, a median of $282.5 billion and a low of $12 billion for Brighton Jones.

Put another way, 10 of the 10 ranked firms report a larger AUM figure than Clearwater Capital Advisors and 0 report a smaller one.

Clearwater Capital Advisors has a domain authority score of 30. The ranked firms in the category score between 38 and 91 on domain authority with a median of 66.5, which puts Clearwater Capital Advisors 11th of 11 on that score.

Domain authority and domain rating are third-party scores from 0 to 100 that estimate how strongly a website’s backlink profile supports its search visibility. They describe the firm’s website, not the quality of its advice.

The full ranked list of financial advisors is on the category directory hub.

Clearwater Capital Advisors Against the Other Profiled Firms

The firm dataset profiles 4 other firms in the same category. Of those, 4 were founded earlier than Clearwater Capital Advisors (2009) and 0 later. The oldest is Robert W. Baird (founded 1919). The median founding year across the group is 1978.

Headcount bands are lower bounds, but they still order the group roughly. Clearwater Capital Advisors lists 25+ employees; 4 of the 4 peers with a parseable band list a higher floor. The highest band is 15000+ at Raymond James Financial Services and the lowest is 300+ at Wealthfront.

On domain authority Clearwater Capital Advisors scores 30 against a peer range of 42 to 72 and a peer median of 67.

Minimums differ across the group. Clearwater Capital Advisors lists $500K AUM; the peer entries list $100K AUM for Raymond James Financial Services, $500K AUM for Buckingham Strategic Wealth, $250K AUM for Robert W. Baird and $500 for Wealthfront.

Other firms profiled in this category: Raymond James Financial Services, Buckingham Strategic Wealth, Robert W. Baird and Wealthfront.

Review Record for Clearwater Capital Advisors

ProCloser found no published Google rating for Clearwater Capital Advisors, so no star average or review count is shown for it.

The reason recorded with that check: Google match (“Clearwater Capital Partners”, ccpwealth.com) is a different entity, not a verified listing for Clearwater Capital Advisors.

An empty rating is not a negative signal about Clearwater Capital Advisors. It means there is no verified third-party review score to compare, which is why the review fields on this profile show that data as not yet available.

Questions to Ask Clearwater Capital Advisors

These questions follow from the numbers recorded for Clearwater Capital Advisors on this page. Put them to the firm before you sign an engagement letter.

• The dataset records $800 million of AUM for Clearwater Capital Advisors. How much of that figure comes from clients of your size and in your sector?
• The headcount band for Clearwater Capital Advisors is 25+. Which named people would work on your engagement, and how many other clients does each of them carry?
• Clearwater Capital Advisors dates itself to 2009. How long has the person who would lead your work been at the firm, and who covers if that person leaves?
• Clearwater Capital Advisors lists 4 service lines. Which of them would your engagement use, who delivers each one and how is each priced?

Ask for each answer in writing and set it beside the figures shown for Clearwater Capital Advisors above. If an answer disagrees with a figure on this page, the firm’s own document controls, so ask which number is current before you rely on either. A firm that answers all 4 questions with specifics and dates gives you more to compare than one that answers in general terms.

How to Read This Profile

Every figure for Clearwater Capital Advisors on this page comes from four ProCloser sources, the category dataset, the firm dataset, the Google review check and the deal index, and each figure describes the date given beside it. Comparisons such as a median, a position among the 10 ranked firms or a share of credited deals are calculated by ProCloser from the rows shown and labeled as calculated. A deal index count measures announcements that name an advisor, so a low count for Clearwater Capital Advisors says little about its activity, and no figure here replaces reading the firm’s own engagement terms before you sign.

TrustRank is ProCloser.ai's composite scoring system built from three real, sourced signals, weighted equally: verified Google Business Profile review data, the firm's market position within its category (AUM, deal volume, revenue, or managed properties, each measured against the highest value in that same category), and domain authority. Clearwater Capital Advisors has no verified Google Business Profile listing yet, so its review component uses a neutral mid-range default rather than a guess. It does not include AI search mention frequency or Clutch-sourced data, neither of which ProCloser measures for this directory listing.