What Clarus Group does

Clarus Group LLC, operating under the trade name Clarus Financial, is a small SEC-registered Investment Advisor (RIA) founded in 2013 and headquartered in Manhattan with a second office in Freehold, New Jersey. The firm provides fee-based financial advisory services spanning retirement planning, investment and asset management, estate planning, insurance planning, tax planning and preparation, and structured financial education, serving roughly seven clients through a 7-person team of CFP, CPA, and compliance-credentialed professionals. Its technology stack is non-proprietary, consisting of Schwab's client portal for custody and account access, and embedded third-party calculator tools (CalcXML, FINRA) for projections and planning; the firm does not operate any in-house software platform.

The firm's commercial focus is on five distinct client segments: individuals nearing or in retirement, families in life transitions, business owners, creative professionals (actors, artists, writers), and the LGBTQIA community. Clarus Group differentiates through a high-credential-density team — President Bryan Koslow holds CPA, CFP, PFS, CFF and insurance licenses — and a stated 20+ year track record serving LGBTQIA and creative clients, positioning it as a multi-disciplinary advisory boutique. The go-to-market is sales-led and relationship-based, with content marketing (blog, calculator library) and community engagement (the Compound Kindness charitable program) supporting top-of-funnel lead generation. Distribution is direct from two physical offices plus virtual advisory relationships, with operating footprints documented in the Northeast, West Coast, and Southeast.

Revenue mechanics are typical of a small RIA: investment advisory fees, likely on a percentage-of-AUM or flat-fee basis, with specifics not publicly disclosed. The firm has no external funding, no parent company, and no disclosed M&A activity, operating as a founder-led independent practice. Bryan Koslow, who also owns Koslow CPA, leads the firm; the dual structure integrates tax and investment advisory under a single relationship. Given the absence of disclosed financials, the firm appears to be a small-scale, niche-focused RIA whose competitive position rests on talent credentials, regulatory standing, and community trust rather than scale, technology differentiation, or external capital.

Name

Clarus Group

Legal name

Clarus Group, LLC.

Website

https://clarusfinancial.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Clarus Group is a small, SEC-registered investment advisory firm offering retirement, investment, tax, estate, and insurance planning to individuals, families, business owners, creative professionals, and the LGBTQIA community from offices in New York and New Jersey.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Investment advisory services
• Retirement planning
• Wealth management
• Financial planning
• Tax planning services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Fees: Clarus Group LLC is a Registered Investment Advisor (RIA) with the SEC, providing investment advisory and related services for clients. The firm generates revenue through advisory fees for managing client portfolios and providing financial planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Clarus Group is an SEC-registered Investment Advisor (RIA) that delivers personalized financial planning and investment advisory services to individuals and families. The firm offers a unified suite spanning retirement planning, investment and asset management, estate planning, insurance planning, tax planning and preparation, and financial education programs, delivered through direct advisor relationships from offices in New York, NY and Freehold, NJ.

Product overview

Clarus Group is a financial advisory firm offering a unified suite of investment and wealth management services. The core offerings include Retirement Planning, Investment and Asset Management, Estate Planning, Insurance Planning, Tax Planning and Preparation, and Financial Education. These services are delivered through individualized client relationships and supplemented with self-service tools such as a Calculator Library. The firm also operates a community initiative called Compound Kindness focused on charitable giving. All services are provided as personalized advisory engagements rather than software products or platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning
• Investment and Asset Management Investment advisory services focused on long-term compounding, diversification, risk management, and periodic portfolio review to maximize gains and minimize losses. For individual clients and families.
• Estate Planning Process to help clients manage and preserve assets during their lifetime and control distribution after death according to individual goals and objectives. For individuals and families.
• Insurance Planning Advisory services for selecting appropriate life insurance policies including Term, Whole, Universal, and Variable Universal life insurance based on client goals for beneficiaries, income replacement, and estate taxes. For individuals and families.
• Tax Planning and Preparation Year-round tax planning strategies including income deferral, income shifting to family members, deduction planning, and tax-conscious investment choices such as tax-exempt securities and capital gains timing. For individual clients and business owners.
• Financial Education

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Foundation for MERSminorOthers · 1 April 2021Non-profit organization enhancing educational experience for children in the Manalapan-Englishtown School District. Clarus Group founder Bryan Koslow co-chaired the Harlem Wizards WizFit Challenge fundraiser, raising over $34,000 for the foundation.
• Breaking the Chain Through EducationminorOthers · 1 January 2006Registered 501(c)(3) charity started in 2006 by Evan Robbins with students from Metuchen High School. Organization supports 76 formerly trafficked children with food, uniforms, and school fees. Clarus Group team members participate in fundraising events.
• Financial Insight TrainingcoreStrategic or Co-development PartnerPartnership through which Clarus Group offers financial education programs including Insight, Ifcome, and Benchmark programs. Financial Insight Training provides educational experiences focused on helping clients understand their relationship with money, manage fluctuating income, and learn about investing and wealth building.
• Ramah Junior AcademyminorOthersPrivate Pre-K through 8 school in Savannah, GA. Clarus Group provided donation for smart boards for students and teachers.
• CASA for Children of Monmouth CountyminorOthersCourt Appointed Special Advocate organization advocating for best interests of children who have been neglected or abused. Clarus Group founder Bryan Koslow completed training to become a CASA volunteer.
• Head for the CureminorOthersOrganization raising awareness and funding for brain cancer patients, their families, and supporters. Clarus Group supported Matt Newman and Team Newmanium in the 2019 Broad Street Philly Run.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Garrett Planning Network: Fee-only financial planning membership network of independent CFP® practitioners serving individuals and families on an hourly or ongoing basis. Closely comparable to Clarus's flat/quoted-fee financial-planning-first model for individuals and families navigating life transitions.
• XY Planning Network: Fee-only financial planning network specifically built to serve underserved and identity-diverse client segments, including a long-standing commitment to LGBTQ+ professionals and creatives. Mirrors Clarus's specialist positioning and horizontal segmentation into personas like families-in-transition, business owners, and creatives.

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the US offering comprehensive wealth management, tax, and estate services to individuals and business owners. Relevant as a scale-tier comparable for Clarus's full-suit-of-services RIA model targeting similar client segments.
• Focus Financial Partners: Leading RIA consolidator with hundreds of partner firms providing comprehensive wealth management, retirement planning, and tax services. Pertinent comparable for Clarus's boutique advisor-business model and a likely strategic-exit partner for firms of its size.
• Carson Group: Large RIA platform and partnership network serving financial advisors and their clients with planning-centric wealth management, business coaching, and back-office support. Comparable as a financial-planning-led RIA archetype with similar advisor-affiliation pathways.
• Edelman Financial Engines: National RIA combining target-date portfolio strategies, comprehensive financial planning, and tax-optimization services for individuals and employer-sponsored plans. Comparable for Clarus's retirement-planning-led, tax-aware value proposition at significantly larger scale.

Others

• Schwab Advisor Services: Charles Schwab's institutional custody and technology platform serving thousands of independent RIAs, including Clarus Group itself through its client portal. Relevant as the de facto custodian/operating partner for advisory firms of Clarus's size and as a contextual benchmark for RIA distribution economics.
• Andes Wealth Technologies: B2B turnkey asset-management platform for RIAs serving clients with retirement-income and longevity planning needs. Comparable as a back-office technology enabler for the same financial-planning-led RIA segment Clarus competes in, useful as a partner/vendor context.

Emerging players

• Harness Wealth: Digital wealth advisory platform matching clients with CFP® professionals and offering integrated tax preparation for HNW individuals and small-business owners. Directly comparable to Clarus's advisor-led, planning-plus-tax positioning for similar client types.
• Facet Wealth: Tech-forward, flat-fee RIA providing financial planning and investment management directly to consumers and small-business owners nationwide. Comparable as a digital/hybrid RIA going after the same horizontal personas (creatives, business owners, HENRY individuals) that Clarus serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/clarusgroup

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clarus Group