RIA Intel›Advisers›Minnesota›CLERESTORY ADVISORS, INC

CLERESTORY ADVISORS, INC

Advisory

BLOOMINGTON, MN

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in MN

#402

of 511 advisers by AUM

Average account

$439K

across 227 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$100M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

39 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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