RIA Intel›Advisers›California›MATTHEW CLARKE FEE

MATTHEW CLARKE FEE

Advisory

CA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in CA

#5,444

of 5,480 advisers by AUM

Average account

$10K

across 4 accounts

AUM per adviser

$39K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$39K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39K

Discretionary AUM$39K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

4 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ONUS OBSERVER LLC

$35K

OUTLIVE FINANCIAL PLANNING LLC

$42K

CORE ASSET MANAGEMENT COMPANY

$45K

UDON RIA SUB LLC

SAN FRANCISCO, CA

$31K

MARYGOLD & CO. ADVISORY SERVICES, LLC

WALNUT CREEK, CA

$31K

STONEBRIDGE WEALTH MANAGEMENT LLC

$30K

Get the full picture on MATTHEW CLARKE FEE

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MATTHEW CLARKE FEE and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans