03/23/2023
Clearwater Capital Partners recently named as one of the Top 100 ETF Power Users by RIA Channel
Clearwater Capital Partners was named on the RIA Channel Top 100 ETF Power Users Ranking, a recognition of the firm's growth and belief in the ETF product structure. John Chapman, CEO and Chief Investment Strategist, expressed pride in this recognition, as it is a testament to the firm's unwavering commitment to delivering superior solutions and service to its clients. Our due diligence process seeks to identify best-in-class ETFs as part of our ongoing management of client portfolios.
Honorees were identified based on the results of 2022 SEC filings. For further details and the companies spotlighted, visit: Top 100 ETF Power Users List - 2023 - RIA Channel
Top 100 RIA ETF Power User Ranking Methodology
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Total ETF assets were aggregated by RIA Database (RIADatabase.com). Assets under management are as reported to the SEC as of December 31, 2022.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.