SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
RIA Advisors
Houston, TX
Clarity Financial, LLC, CRD 150661
Firm filing updated July 16, 2026 ·
- $1.8BAssets
- 1,367Clients
- 17Advisory staff
- 3,969Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Hourly chargesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals801
- High net worth individuals434
- Other investment advisors113
- Pension and profit sharing plans18
- Business development companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 801 | $369.5 million |
| High net worth individuals | 434 | $1.4 billion |
| Business development companies | 1 | $103,737 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $11.6 million |
| Other investment advisors | 113 | $45.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$1.8 billion
- Accounts3,969
- Discretionary$1.8 billion · 3,862 accounts
- Non-discretionary$76.2 million · 107 accounts
People
- Employees17
- Advisory staff17
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients1 to 10
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Clarity Financial, LLC SEC-registered investment advisor. CRD 150661, SEC file 801-77832.
- Registered with the SEC as an investment advisor (status date on record: April 16, 2013).
Is RIA Advisors a fiduciary?
Short answer: RIA Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.