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Clarfeld Financial Advisors, LLC

Clarfeld Financial Advis... Market Share Analysis for May 2026

citizens offers personal and business banking, student loans, home equity products, credit cards, and more. you're made ready and so are we. ™

Finance > Investing

Domainclarfeld.com

Year Founded1981

Employees51 - 200

Annual Revenue$15M - $25M

Clarfeld Financial Advisors, LLC

Clarfeld Financial Advisors, LLC (including company regionals)

clarfeld.com

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Clarfeld Financial Advisors, LLC Revenue up to May 2026 is 15M - 25M

revenue generated by Clarfeld Financial Advisors, LLC top domains

Clarfeld Financial Advisors, LLC top domains revenue over 3 years

Revenue for Clarfeld Financial Advisors, LLC top domains

clarfeld.com15M - 25M

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Total visits to Clarfeld Financial Advisors, LLC's top domains

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Avg. pageviews on Clarfeld Financial Advisors, LLC's top domains

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Top technologies used by Clarfeld Financial Advisors, LLC

These are the website technologies, by industry, used by Clarfeld Financial Advisors, LLC top domains

Advertising (5)

DoubleClick

Conversion & Analytics (3)

Google Analytics

Mobile (3)

Meta Viewport

Content Management System (2)

WordPress

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8

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News & Signals from Clarfeld Financial Advisors, LLC

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NewsBrady leaves Clarfeld Financial Advisors LLC as senior advisor.Mr. Brady joins Evercore from Clarfeld Citizens Private Wealth, where he worked for 14 years as a senior advisor to ultra-high-net-worth families, business owners, private equity principals, and corporate executives.

NewsClarfeld Financial Advisors LLC acquired JMP Group on Jan 1st '21.In 2019 it acquired Clarfeld Financial Advisors, and followed in 2021 with the acquisition of JMP Group, a San Francisco-based capital markets firm.

NewsTcib acquires Clarfeld Financial Advisors LLC.Citizens Financial Group, which acquired Clarfeld Financial Advisors a few years ago, announced another wealth management M&A deal Thursday.