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Insights

Strategic Acquisition Clear Rock Advisors was acquired by True North Advisors, signaling consolidation in the high-touch wealth management space and potential cross-sell opportunities to clients from both firms.

AUM Growth Momentum True North manages over 5 billion in assets with recent acquisitions, suggesting a scalable platform and ongoing need for advanced investment management technology, operational support, and client onboarding capabilities.

Elite Client Focus The firm targets UHNW/HNW clientele with highly personalized wealth solutions, presenting opportunities for premium technology, reporting enhancements, and concierge-like service offerings.

Tech Stack & Ops Current tools include DocuSign, Pardot, Paycom, and SEO/marketing integrations; potential upsell in secure workflow automation, digital client experience, CRM enhancements, and data analytics for advisory teams.

Growth & Talent Recent leadership hires and recognition within the private wealth sector indicate a culture of growth and expertise, aligning with services around advisor recruiting, training programs, and succession planning support.

Clear Rock Advisors, LLC (Acquired by True North Advisors) Tech Stack

Clear Rock Advisors, LLC (Acquired by True North Advisors) uses 8 technology products and services including Google Ads, Adobe, Microsoft PowerPoint, and more. Explore Clear Rock Advisors, LLC (Acquired by True North Advisors)'s tech stack below.

  • Google Ads
    Advertising
  • Adobe
    Audio, Video, Graphics
  • Microsoft PowerPoint
    Editors
  • jQuery
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • Microsoft
    Miscellaneous
  • PHP
    Programming Languages
  • Adobe Fonts
    Web Fonts

Media & News

Clear Rock Advisors, LLC (Acquired by True North Advisors)'s Email Address Formats

Clear Rock Advisors, LLC (Acquired by True North Advisors) uses at least 2 format(s):
Clear Rock Advisors, LLC (Acquired by True North Advisors) Email FormatsExamplePercentage
First@clearrockadvisors.comJohn@clearrockadvisors.com
90%
Last.First@clearrockadvisors.comDoe.John@clearrockadvisors.com
10%
FLast@truenorthadvisors.comJDoe@truenorthadvisors.com
95%
FirLast@truenorthadvisors.comJohDoe@truenorthadvisors.com
2%
LastFi@truenorthadvisors.comDoeJo@truenorthadvisors.com
2%
LFirst@truenorthadvisors.comDJohn@truenorthadvisors.com
1%

Frequently Asked Questions

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s phone number?

Minus sign iconPlus sign icon You can contact Clear Rock Advisors, LLC (Acquired by True North Advisors)'s main corporate office by phone at
+1-512-735-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s official website and social media links?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s official website is truenorthadvisors.com and has social profiles on LinkedIn.

How much revenue does Clear Rock Advisors, LLC (Acquired by True North Advisors) generate?

Minus sign iconPlus sign icon As of July 2026, Clear Rock Advisors, LLC (Acquired by True North Advisors)'s annual revenue is estimated to be $1M - $10M.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s NAICS code?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s NAICS code is 52 - Finance and Insurance.

How many employees does Clear Rock Advisors, LLC (Acquired by True North Advisors) have currently?

Minus sign iconPlus sign iconAs of July 2026, Clear Rock Advisors, LLC (Acquired by True North Advisors) has approximately 3 employees across 1 continents, including North America. Key team members include Managing Director: C. L.Managing Director: R. I.. Explore Clear Rock Advisors, LLC (Acquired by True North Advisors)'s employee directory with LeadIQ.

What industry does Clear Rock Advisors, LLC (Acquired by True North Advisors) belong to?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors) operates in the Financial Services industry.

What technology does Clear Rock Advisors, LLC (Acquired by True North Advisors) use?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s tech stack includes Google AdsAdobeMicrosoft PowerPointjQueryReally Simple DiscoveryMicrosoftPHPAdobe Fonts.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s email format?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s email format typically follows the pattern of First@clearrockadvisors.com. Find more Clear Rock Advisors, LLC (Acquired by True North Advisors) email formats with LeadIQ.

When was Clear Rock Advisors, LLC (Acquired by True North Advisors) founded?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors) was founded in 2000.
Clear Rock Advisors, LLC (Acquired by True North Advisors) logo

Clear Rock Advisors, LLC (Acquired by True North Advisors)

Financial ServicesTexas, United States2-10 Employees

Clear Rock Advisors, LLC is a Dallas-based financial services firm supported by a small team. The firm operates within the advisory space, and in 2024 it was acquired by True North Advisors, becoming part of its operations. 

True North Advisors, LLC is an SEC-registered investment adviser headquartered in Dallas, with offices in Austin, Fort Worth, and Kerrville, and additional locations in the Greater Los Angeles Area and the New York City metro. Since 2000, the firm has provided wealth and investment management solutions to UHNW and HNW clients nationwide, with a focus on tailored strategies and ongoing management. In 2024, True North Advisors acquired Clear Rock Advisors, integrating the Dallas-based firm into its operations.

Section iconCompany Overview

Phone number
+1-512-735-****
Website
truenorthadvisors.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Clear Rock Advisors, LLC (Acquired by True North Advisors)'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Clear Rock Advisors, LLC (Acquired by True North Advisors)'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    C. L.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    R. I.
    Managing Director
    Mobile Phone

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