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Clarendon Private Named in Newsweek’s 2025 Top Financial Advisory Firms
Clarendon Private was recognized in the top 5% of over 15,000 financial advisory firms registered with the SEC.
Clarendon Private, LLC was awarded the ranking of America’s Top Financial Advisory Firms 2025, developed by Plant-A Insights Group. The award was presented on November 19, 2024 and based on the period of September 2023 to September 2024, scored and ranked based on asset performance, client performance, advisor expertise, breadth of service offerings and the absence of conflicts. The full methodology can be viewed here. The ranking was developed with the intention to help investors make informed, confident financial decisions. Neither Clarendon Private nor its advisors paid a fee to Newsweek or Plant-A Insights Group to obtain or be considered for the ranking, however, compensation was provided for promotional use of the ranking.
The Clarendon Private Way
High-touch service. Customized investment solutions. Comprehensive resources.
Elevated standards for exceptional, integrated client care.
To build and keep your trust, we’ve built a team that averages 20 years of understanding client needs and delivering client-first service.
Marc A. White, Jr., President & Chief Executive Officer
Help You
To help you achieve your personalized goals, we offer investment and wealth management solutions customized to your situation as well as premium private banking services.
Tracy L. Welch, Managing Director & Head of Wealth Advisory
Private wealth clients are often faced with choosing between high-touch service or best-in-class investment solutions. We think you deserve both.
John Valpey, Head of Wealth Strategies
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