The Clifford Group
- Company typePrivate
- Founded-
- HeadquartersWayland, Massachusetts, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
The Clifford Group firmographics
Firmographics- Name
- The Clifford Group
- Legal name
- The Clifford Group LLC
- Website
- https://thecliffordgrp.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
The Clifford Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where The Clifford Group is headquartered
LocationHeadquarters
- HQ city
- Wayland, Massachusetts
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Clifford Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: The Clifford Group operates as a Registered Investment Advisor (RIA) with the SEC, providing investment advisory and related financial services. Revenue is generated through advisory fees, typically asset-based (AUM fees) or fee-for-service arrangements common for independent wealth management firms serving high-net-worth clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
The Clifford Group product offering
Product offeringCore offering
The Clifford Group is an independent SEC-registered Registered Investment Advisor (RIA) that provides integrated wealth management services to high-net-worth individuals and families. Its core offerings encompass Comprehensive Financial Planning, Investment Management, Retirement & Cash Flow Planning, Estate & Legacy Coordination, and Insurance & Risk Management, delivered as a single coordinated strategy rather than standalone modules.
Product overview
The Clifford Group is an independent wealth management firm that operates as a single, unified advisory service rather than a platform-plus-modules architecture. The firm offers five integrated core services: Comprehensive Financial Planning, Investment Management, Retirement & Cash Flow Planning, Estate & Legacy Coordination, and Insurance & Risk Management. These services are designed to work together as a coordinated whole, addressing the full spectrum of financial life needs for high-net-worth families and professionals. The firm also operates a TCG Seasonal Associates Program. The company serves executives and entrepreneurs, high-net-worth families, retirees and pre-retirees, and multigenerational wealth clients across the United States from its Boston-area location.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning Aligns every piece of a client's financial life under one clear strategy, encompassing all financial decisions, goals, and obligations. Designed for high-net-worth individuals and families seeking unified planning across their full financial picture.
- Investment Management Personalized portfolio management focused on long-term results and downside protection, tailored to individual client risk tolerance and objectives. Built on ETF-based allocation recognized by ETF.com Top 50 RIAs.
- Retirement & Cash Flow Planning Builds predictable income and tax-efficient withdrawal strategies for retirees and pre-retirees to sustain lifestyle and manage healthcare and legacy costs.
- Estate & Legacy Coordination Simplifies multigenerational planning and charitable giving, helping families transfer wealth according to their values through coordinated estate, trust, and philanthropy strategies.
- Insurance & Risk Management Protects client assets through thoughtful coverage reviews and risk assessment across all insurance products, integrated with the broader financial plan.
Companies that use The Clifford Group
Customer profileSegments4 records
Ideal customer profiles4 records
The Clifford Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Clifford Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
The Clifford Group competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Independent, fee-only multifamily office serving HNW/UHNW families across generations with investment management, estate planning, and family governance - directly comparable to Clifford's HNW, multigenerational focus and integrated fiduciary model.
- Edelman Financial Engines: Large independent RIA delivering financial planning, investment, and retirement-income advice to HNW individuals and families - overlaps Clifford's planning-led RIA model and HNW target segments.
- Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment, tax, estate, and risk-management services to HNW families - matches Clifford's five-pillar service architecture and integrated wealth model.
- Rockefeller Capital Management: Independent, fee-based wealth manager serving UHNW/HNW clients with investment management, estate planning, and family-office capabilities - directly comparable target market and integrated service offering.
- Glenmede: Independent, fee-only RIA serving HNW families and endowments with discretionary investment management, trust, and multigenerational planning services - closely mirrors Clifford's integrated advisory and estate-coordination approach.
- Brown Brothers Harriman Wealth Management: Long-standing private, partnership-based wealth manager for HNW families delivering investment advisory, trust, and estate services - similar fiduciary, family-wealth orientation and integrated planning model.
- Hemenway Trust Company: New England-based independent wealth manager and trust company serving HNW families with investment management and estate planning - geographically and service-model comparable to Clifford.
- Creative Planning: Large independent, fee-only RIA offering comprehensive financial planning, investment management, and estate coordination for HNW clients - directly comparable service mix and independent-RIA positioning.
Broad incumbents
- Carson Group: Sponsor-backed (LGT) national RIA platform offering advisors wealth management, planning, and practice-management resources - broader incumbent in the same independent-advice category as Clifford.
- Schwab Wealth Advisory: Charles Schwab's fee-based advisory program serving investors with portfolio management and financial planning - the largest scaled fiduciary-incumbent competitor for HNW advisory relationships.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Clifford Group social profiles
Digital presenceThe Clifford Group compliance and trust
Trust signalCompliance2 records
The Clifford Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Clifford Group leadership team
Management profileNumber of profiles
Profiles1 record
The Clifford Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Clifford Group 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 Clifford Group
What does The Clifford Group do?
The Clifford Group is an independent SEC-registered Registered Investment Advisor (RIA) that provides integrated wealth management services to high-net-worth individuals and families. Its core offerings encompass Comprehensive Financial Planning, Investment Management, Retirement & Cash Flow Planning, Estate & Legacy Coordination, and Insurance & Risk Management, delivered as a single coordinated strategy rather than standalone modules.
Is The Clifford Group a public or private company?
The Clifford Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Clifford Group founded?
The Clifford Group was founded in -1. It employs 11 to 50 people.
Where is The Clifford Group based?
The Clifford Group is headquartered in Wayland, Massachusetts, United States, in the North America region.
How does The Clifford Group make money?
One revenue line is on record: investment Advisory Services.
Who are The Clifford Group's main competitors?
Direct peers on record are Bessemer Trust, Edelman Financial Engines, Mariner Wealth Advisors, Rockefeller Capital Management, Glenmede, Brown Brothers Harriman Wealth Management, Hemenway Trust Company and Creative Planning. Broad incumbents are Carson Group and Schwab Wealth Advisory.
Does The Clifford Group have an API?
No public API is recorded for The Clifford Group.
What industry is The Clifford Group in?
The Clifford Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, 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.