Insights

Scale and reach Current assets under management exceed $7 billion, indicating Clearwater Advisors operates at a sizable scale with potential clients seeking institutional-grade investment solutions and transparent reporting.

Independent expertise Founded by treasury and investment professionals with a risk-focused, transparent approach, presenting a compelling value proposition for mid-to-large organizations seeking trusted advisory services and clear governance.

Technology edge Adoption of modern tech stack including Cloudflare, HTTP/3, and analytics tools suggests readiness to engage technology-forward prospects and deliver fast, secure digital experiences.

Growth potential Revenue range ($25M–$50M) signals a mid-market firm with room to scale service offerings, cross-sell to existing clients, and expand manager access and customized strategies.

Market positioning Competitive landscape includes large custodial and advisory firms; Clearwater can target mid-market institutions and regional organizations seeking personalized service and high transparency to differentiate from mega-firms.

Similar companies to Clearwater Advisors, LLC

Clearwater Advisors, LLC Tech Stack

Clearwater Advisors, LLC uses 8 technology products and services including Cloudflare CDN, Cloudflare DNS, jQuery Migrate, and more. Explore Clearwater Advisors, LLC's tech stack below.

Cloudflare CDN
Content Delivery Network
Cloudflare DNS
Domain Name Services
jQuery Migrate
Javascript Libraries
jQuery
Javascript Libraries
Astro
Page Builders
Priority Hints
Performance
Google Tag Manager
Tag Management
HTTP/3
Web & Portal Technology

Media & News

Brechbuhler leaves Clearwater Advisors, LLC as senior portfolio manager.
Prior to joining PERSI, Brechbuhler spent more than a decade at Clearwater Advisors, where he served as senior portfolio manager...
Mar 20, 2026 | www.marketsgroup.org

Clearwater Advisors, LLC's Email Address Formats

Clearwater Advisors, LLC uses at least 1 format(s):

Clearwater Advisors, LLC Email Formats	Example	Percentage
FLast@clearwateradvisors.com	JDoe@clearwateradvisors.com	67%
Last@clearwateradvisors.com	Doe@clearwateradvisors.com	18%
First@clearwateradvisors.com	John@clearwateradvisors.com	11%
FirstLast@clearwateradvisors.com	JohnDoe@clearwateradvisors.com	4%

Frequently Asked Questions

What is Clearwater Advisors, LLC's phone number?

You can contact Clearwater Advisors, LLC's main corporate office by phone at

+1-208-433-****

. 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 Clearwater Advisors, LLC's official website and social media links?

Clearwater Advisors, LLC's official website is clearwateradvisors.com and has social profiles on LinkedIn.

How much revenue does Clearwater Advisors, LLC generate?

As of July 2026, Clearwater Advisors, LLC's annual revenue is estimated to be $25M - $50M.

What is Clearwater Advisors, LLC's NAICS code?

Clearwater Advisors, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Clearwater Advisors, LLC have currently?

As of July 2026, Clearwater Advisors, LLC has approximately 14 employees across 1 continents, including North America. Key team members include Trade Operations Manager: M. M.Portfolio Manager: T. D.Software Developer: M. D.. Explore Clearwater Advisors, LLC's employee directory with LeadIQ.

What industry does Clearwater Advisors, LLC belong to?

Clearwater Advisors, LLC operates in the Investment Management industry.

What technology does Clearwater Advisors, LLC use?

Clearwater Advisors, LLC's tech stack includes Cloudflare CDNCloudflare DNSjQuery MigratejQueryAstroPriority HintsGoogle Tag ManagerHTTP/3.

What is Clearwater Advisors, LLC's email format?

Clearwater Advisors, LLC's email format typically follows the pattern of FLast@clearwateradvisors.com. Find more Clearwater Advisors, LLC email formats with LeadIQ.

When was Clearwater Advisors, LLC founded?

Clearwater Advisors, LLC was founded in 2001.

Clearwater Advisors, LLC

Q: How many employees does Clearwater Advisors, LLC have currently?

Clearwater Advisors, LLC has approximately 14 employees.

Q: What technology does Clearwater Advisors, LLC use?

Clearwater Advisors, LLC's tech stack includes Priority Hints, WordPress, Sitelinks Search Box, Google Tag Manager, Google Analytics.

Q: What is Clearwater Advisors, LLC's NAICS code?

Clearwater Advisors, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementIdaho, United States11-50 Employees

Clearwater Advisors, LLC operates in the investment management industry, offering tailored investment management services with a focus on portfolio transparency. Founded in 2001 and based in Boise, Idaho, the firm positions itself to serve treasury and investment professionals by aligning investment solutions with treasury needs and risk awareness. The company manages a substantial client base and emphasizes access to managers and a high level of service as part of its approach. Its recent activity includes personnel changes within the portfolio management team, signaling ongoing evolution in leadership and client service delivery.