The Clarius
The Clarius Group was a Seattle-based multi-family office RIA that provided comprehensive wealth management, tax planning, and trust administration services to ultra-high-net-worth families. Founded in 1999, the firm managed approximately $5.1 billion in AUM with 36 professionals before being acquired by Clearstead Advisors in January 2026.
- Company typePrivate
- Founded1999
- HeadquartersSeattle, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Clarius does
The Clarius Group was a Seattle-based multi-family office registered investment advisor (RIA) serving ultra-high-net-worth individuals and families, primarily in the Pacific Northwest region. Founded in 1999, the firm managed approximately $5.1 billion in assets under management at the time of its acquisition and employed 36 professionals, including founding partners Keith Vernon and Matthew Talbot. The firm provided comprehensive wealth management services spanning investment management, financial planning, tax planning and preparation, trust administration, and family governance, addressing complex multi-generational wealth transfer and asset class diversification needs.
The firm operated on a high-touch, relationship-based advisory model, generating revenue primarily through recurring advisory fees based on assets under management. Its go-to-market approach relied on direct engagement with UHNW families and professional referrals rather than broad marketing, consistent with the multi-family office model. No proprietary technology, AI/ML capabilities, or integrated digital platform was disclosed in the source material; the firm's value proposition rested on human advisory expertise and personal client relationships.
On January 31, 2026, The Clarius Group was acquired by Clearstead Advisors, a Cleveland-based RIA. All 36 professionals, including the two founding partners, transitioned to Clearstead as partners, with the transaction expanding Clearstead's total client assets to approximately $55 billion and deepening its Pacific Northwest presence and family office capabilities. Post-integration, Clarius's clients gained access to Clearstead's broader platform, including the ClearAccess platform for illiquid alternative investments, Clearstead Trust services, and an in-house research team.
The Clarius firmographics
Firmographics- Name
- The Clarius
- Legal name
- The Clarius Group
- Website
- https://clariusgroup.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- The Clarius Group was a Seattle-based multi-family office RIA that provided comprehensive wealth management, tax planning, and trust administration services to ultra-high-net-worth families. Founded in 1999, the firm managed approximately $5.1 billion in AUM with 36 professionals before being acquired by Clearstead Advisors in January 2026.
- Ownership category
- akta.pro rank
The Clarius industry classification
Industry- Product category
- Multi-Family Office / Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where The Clarius is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Clarius business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Wealth Management / Advisory Services: Multi-family office services providing comprehensive wealth management to ultra-high-net-worth clients. Revenue generated through advisory fees typically based on assets under management.
Go-to-market motion1 record
Distribution channels1 record
The Clarius product offering
Product offeringCore offering
The Clarius Group operated as a Seattle-based multi-family office registered investment advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth individuals and families. Its offerings integrated investment management, tax planning and preparation, financial planning, trust administration, and family governance to address complex wealth management needs and multi-generational wealth transfer. The firm managed approximately $5.1 billion in assets under management and was acquired by Clearstead Advisors in January 2026.
Product overview
The Clarius Group operated as a Seattle-based multi-family office registered investment advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth individuals and families. Following its acquisition by Clearstead Advisors in January 2026, The Clarius Group's operations and team of 36 professionals were integrated into Clearstead's platform, expanding its Pacific Northwest presence and family office service offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Services Comprehensive wealth management services for ultra-high-net-worth individuals and families, including investment management, tax planning and preparation, financial planning, trust administration, and family governance. The offering addresses complex wealth management needs, multi-generational wealth transfer, tax optimization, and investment management across diverse asset classes.
Companies that use The Clarius
Customer profileSegments1 record
Ideal customer profiles1 record
The Clarius technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Clarius partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Clearstead AdvisorscoreClearstead Advisors, a Cleveland-based registered investment adviser, acquired The Clarius Group on January 31, 2026. The transaction brought 36 Clarius professionals, including founding partners Keith Vernon and Matthew Talbot, into Clearstead as partners. The acquisition expanded Clearstead's total client assets to approximately $55 billion and deepened its family office capabilities and Pacific Northwest presence.
Scale indicators3 records
Recent moves3 records
Expansion highlights3 records
The Clarius competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: A leading multi-family office serving ultra-high-net-worth families with investment management, trust, and family office services — directly comparable to The Clarius in target clientele and service model.
- Glenmede: An independent, privately-owned wealth management firm serving UHNW families and institutions through investment management and trust services — closely comparable in scale, client type, and service breadth.
- Pitcairn: A multi-family office providing investment management, trust, and family governance services to UHNW families — directly comparable in business model and UHNW family focus.
- GenSpring Family Offices: A multi-family office serving wealthy families with integrated wealth management and family office services — a direct peer in target market and service offering.
- Cresset: An independent multi-family office serving UHNW families with comprehensive wealth management, family office, and family governance services — directly comparable in service scope and client profile.
Broad incumbents
- Brown Brothers Harriman (Wealth Management): A large, established private bank and wealth manager offering trust, investment management, and family office capabilities to UHNW clients — a broad incumbent serving the same end market with wider institutional scale.
- Northern Trust Wealth Management: A global wealth manager offering investment management, trust, and family office services to UHNW individuals and families — comparable end-client base with much broader institutional scale and product breadth.
- Ascent Private Capital Management (U.S. Bank): The UHNW wealth management arm of U.S. Bank providing integrated family office services — a broad incumbent with overlapping UHNW multi-family office capabilities.
- Clearstead Advisors: A Cleveland-based RIA that acquired The Clarius in January 2026 — provides wealth management, institutional consulting, and trust services to UHNW families and institutions across 46 states; the acquirer and now parent platform.
Emerging players
- Concentrum Wealth Partners: An emerging multi-family office platform building scale through advisor and team lift-outs, serving UHNW families — comparable in client focus and family office model, though at an earlier growth stage than established peers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
The Clarius social profiles
Digital presenceThe Clarius financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Clarius leadership team
Management profileNumber of profiles
Profiles2 records
The Clarius funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Clarius M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Clarius
What does The Clarius do?
The Clarius Group operated as a Seattle-based multi-family office registered investment advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth individuals and families. Its offerings integrated investment management, tax planning and preparation, financial planning, trust administration, and family governance to address complex wealth management needs and multi-generational wealth transfer. The firm managed approximately $5.1 billion in assets under management and was acquired by Clearstead Advisors in January 2026.
Is The Clarius a public or private company?
The Clarius is a private company. It is classified as corporate owned and is currently acquired.
When was The Clarius founded?
The Clarius was founded in 1999. It employs 11 to 50 people.
Where is The Clarius based?
The Clarius is headquartered in Seattle, United States, in the North America region.
How does The Clarius make money?
One revenue line is on record: wealth Management / Advisory Services.
Who are The Clarius's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Pitcairn, GenSpring Family Offices and Cresset. Broad incumbents are Brown Brothers Harriman (Wealth Management), Northern Trust Wealth Management, Ascent Private Capital Management (U.S. Bank) and Clearstead Advisors. Concentrum Wealth Partners is listed as an emerging player.
Does The Clarius have an API?
No public API is recorded for The Clarius.
What industry is The Clarius in?
The Clarius's product category is Multi-Family Office / Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.