CLARFELD FINANCIAL ADVISORS, LLC
Legal name: CITIZENS PRIVATE WEALTH
CRD #106743 SEC #801-40835 TARRYTOWN, NY 914-846-0100
SEC Registered
Total AUM
$12.2B
Discretionary
$9.9B
Employees
200
Clients
0
Accounts
7,846
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $12.2B | $9.9B | $2.3B | 200 | 2,073 |
| Mar 2025 | $12.2B | $9.9B | $2.3B | 200 | 2,073 |
| Jan 2025 | $12.7B | $10.3B | $2.4B | 160 | 1,851 |
| Nov 2024 | $12.7B | $10.3B | $2.4B | 160 | 1,851 |
| Sep 2024 | $9.5B | $7.2B | $2.3B | 160 | 1,341 |
| Apr 2024 | $9.5B | $7.2B | $2.3B | 160 | 1,341 |
| Apr 2024 | $9.5B | $7.2B | $2.3B | 160 | 1,341 |
| Mar 2024 | $9.5B | $7.2B | $2.3B | 160 | 1,341 |
| Jul 2023 | $7.1B | $4.6B | $2.5B | 140 | 1,237 |
| May 2023 | $7.1B | $4.6B | $2.5B | 140 | 1,237 |
| Mar 2023 | $7.1B | $4.6B | $2.5B | 140 | 1,237 |
| Mar 2023 | $7.1B | $4.6B | $2.5B | 140 | 1,237 |
| Jan 2023 | $6.5B | $3.3B | $3.1B | 140 | 1,091 |
| Sep 2022 | $6.5B | $3.3B | $3.1B | 140 | 1,091 |
| Jun 2022 | $6.5B | $3.3B | $3.1B | 140 | 1,091 |
| May 2022 | $6.5B | $3.3B | $3.1B | 140 | 1,091 |
| Mar 2022 | $6.5B | $3.3B | $3.1B | 140 | 1,091 |
| Dec 2021 | $6B | $3B | $3B | 135 | 1,039 |
| Oct 2021 | $6B | $3B | $3B | 135 | 1,039 |
| Sep 2021 | $6B | $3B | $3B | 135 | 1,039 |
| Aug 2021 | $6B | $3B | $3B | 135 | 1,039 |
| Jul 2021 | $6B | $3B | $3B | 135 | 1,039 |
| Jul 2021 | $5B | $2.2B | $2.8B | 135 | 822 |
| Jun 2021 | $5B | $2.2B | $2.8B | 135 | 822 |
| May 2021 | $5B | $2.2B | $2.8B | 135 | 822 |
| May 2021 | $5B | $2.2B | $2.8B | 135 | 822 |
| Mar 2021 | $5B | $2.2B | $2.8B | 135 | 822 |
| Nov 2020 | $4.6B | $2B | $2.6B | 135 | 818 |
| Oct 2020 | $4.6B | $2B | $2.6B | 135 | 818 |
| Jun 2020 | $4.2B | $1.6B | $2.6B | 135 | 693 |
| Apr 2020 | $4.2B | $1.6B | $2.6B | 135 | 693 |
| Mar 2020 | $4.2B | $1.6B | $2.6B | 135 | 693 |
| Feb 2020 | $4.1B | $1.5B | $2.6B | 80 | 677 |
| Feb 2020 | $4.1B | $1.5B | $2.6B | 80 | 677 |
| Jan 2020 | $4.1B | $1.5B | $2.6B | 80 | 677 |
| Jan 2020 | $3.9B | $1.3B | $2.6B | 80 | 677 |
| Jan 2020 | $3.9B | $1.3B | $2.6B | 80 | 677 |
| Dec 2019 | $3.9B | $1.3B | $2.6B | 80 | 677 |
| Sep 2019 | $6.5B | $2.1B | $4.3B | 80 | 658 |
| Sep 2019 | $6.5B | $2.1B | $4.3B | 80 | 658 |
| Aug 2019 | $6.3B | $2.2B | $4.2B | 80 | 652 |
| Jun 2019 | $6.3B | $2.2B | $4.2B | 80 | 652 |
| May 2019 | $6.3B | $2.2B | $4.2B | 80 | 652 |
| May 2019 | $6.1B | $1.9B | $4.2B | 80 | 650 |
| Apr 2019 | $6.1B | $1.9B | $4.2B | 80 | 650 |
| Mar 2019 | $6.1B | $1.9B | $4.2B | 80 | 650 |
| Feb 2019 | $6.3B | $1.8B | $4.4B | 80 | 631 |
| Jan 2019 | $6.3B | $1.8B | $4.4B | 80 | 631 |
| Mar 2018 | $6.3B | $1.8B | $4.4B | 80 | 631 |
| Nov 2017 | $6.1B | $1.7B | $4.4B | 80 | 150 |
| Jun 2017 | $6.1B | $1.7B | $4.4B | 80 | 400 |
| Apr 2017 | $6B | $1.4B | $4.6B | 80 | 400 |
| Apr 2017 | $6B | $1.4B | $4.6B | 80 | 400 |
| Mar 2017 | $6B | $1.4B | $4.6B | 80 | 400 |
| Jan 2017 | $5.2B | $1.2B | $4B | 80 | 400 |
| Jul 2016 | $5.2B | $1.2B | $4B | 80 | 400 |
| Jul 2016 | $5.2B | $1.2B | $4B | 80 | 400 |
| Jul 2016 | $5.2B | $1.2B | $4B | 80 | 400 |
| Mar 2016 | $4.6B | $1.2B | $3.4B | 80 | 400 |
| Feb 2016 | $4.6B | $1.2B | $3.4B | 80 | 400 |
| Jun 2015 | $4.6B | $655M | $4B | 80 | 400 |
| Jun 2015 | $4.6B | $655M | $4B | 80 | 400 |
| Mar 2015 | $4.6B | $655M | $4B | 80 | 400 |
| Mar 2015 | $4.6B | $655M | $4B | 80 | 400 |
| Nov 2014 | $4.5B | $490M | $4B | 80 | 400 |
| Oct 2014 | $4.5B | $490M | $4B | 80 | 400 |
| Aug 2014 | $4.5B | $490M | $4B | 80 | 400 |
| Aug 2014 | $4.4B | $82M | $4.4B | 80 | 400 |
| Mar 2014 | $4.4B | $82M | $4.4B | 80 | 400 |
| Mar 2014 | $4.4B | $82M | $4.4B | 80 | 400 |
| Feb 2014 | $4.1B | $70.2M | $4.1B | 80 | 400 |
| Dec 2013 | $4.1B | $70.2M | $4.1B | 80 | 400 |
| Oct 2013 | $4.1B | $70.2M | $4.1B | 80 | 400 |
| Aug 2013 | $4.1B | $70.2M | $4.1B | 80 | 400 |
| Aug 2013 | $4.1B | $70.2M | $4.1B | 80 | 400 |
| Jun 2013 | $4.1B | $70.2M | $4.1B | 80 | 400 |
| Mar 2013 | $3.9B | $65M | $3.8B | 80 | 400 |
| Jan 2013 | $4.2B | $65M | $4.1B | 80 | 400 |
| Jan 2013 | $4.2B | $65M | $4.1B | 80 | 400 |
| Nov 2012 | $4.2B | $65M | $4.1B | 80 | 400 |
| Jul 2012 | $4.2B | $65M | $4.1B | 51 | 400 |
| May 2012 | $3.7B | $60M | $3.6B | 51 | 400 |
| Apr 2012 | $3.7B | $60M | $3.6B | 51 | 400 |
| Mar 2012 | $3.7B | $60M | $3.6B | 51 | 400 |
| Mar 2012 | $3.7B | $60M | $3.6B | 51 | 400 |
| Dec 2011 | $3.6B | $70M | $3.5B | 51 | 251 |
| Aug 2011 | $3.6B | $70M | $3.5B | 51 | -- |
| Jul 2011 | $3.6B | $70M | $3.5B | 51 | -- |
| Jul 2011 | $3.4B | $67.8M | $3.4B | 51 | -- |
| May 2011 | $3.4B | $67.8M | $3.4B | 51 | -- |
| Jul 2010 | $3.2B | $200M | $3B | 51 | -- |
| May 2010 | $3B | $62.4M | $2.9B | 51 | -- |
| May 2007 | $2.8B | $315.3M | $2.5B | 51 | -- |
| Feb 2007 | $2.6B | $333.7M | $2.3B | 51 | -- |
| Jan 2007 | $2.4B | $310.3M | $2.1B | 51 | -- |
| Mar 2006 | $2B | $280M | $1.8B | 51 | -- |
| Feb 2006 | $2B | $280M | $1.8B | 51 | -- |
| Dec 2005 | $1.8B | $285.4M | $1.5B | 51 | -- |
| Nov 2005 | $1.8B | $285.4M | $1.5B | 51 | -- |
| Oct 2005 | $1.8B | $285.4M | $1.5B | 51 | -- |
| Feb 2005 | $1.7B | $320.4M | $1.4B | 51 | -- |
| Aug 2004 | $1.7B | $320.4M | $1.4B | 51 | -- |
| Jul 2004 | $1.7B | $320.4M | $1.4B | 51 | -- |
| Jan 2004 | $1.5B | $280M | $1.2B | 51 | -- |
| Nov 2003 | $1.5B | $280M | $1.2B | 51 | -- |
| May 2002 | $1.3B | $0 | $1.3B | -- | -- |
| Oct 2001 | $1.3B | $0 | $1.3B | -- | -- |
| Oct 2001 | $1.3B | $0 | $1.3B | -- | -- |
DateMay 2025
Total AUM$12.2B
Discretionary$9.9B
Non-Disc.$2.3B
Employees200
Clients2,073
DateMar 2025
Total AUM$12.2B
Discretionary$9.9B
Non-Disc.$2.3B
Employees200
Clients2,073
DateJan 2025
Total AUM$12.7B
Discretionary$10.3B
Non-Disc.$2.4B
Employees160
Clients1,851
DateNov 2024
Total AUM$12.7B
Discretionary$10.3B
Non-Disc.$2.4B
Employees160
Clients1,851
DateSep 2024
Total AUM$9.5B
Discretionary$7.2B
Non-Disc.$2.3B
Employees160
Clients1,341
DateApr 2024
Total AUM$9.5B
Discretionary$7.2B
Non-Disc.$2.3B
Employees160
Clients1,341
DateApr 2024
Total AUM$9.5B
Discretionary$7.2B
Non-Disc.$2.3B
Employees160
Clients1,341
DateMar 2024
Total AUM$9.5B
Discretionary$7.2B
Non-Disc.$2.3B
Employees160
Clients1,341
DateJul 2023
Total AUM$7.1B
Discretionary$4.6B
Non-Disc.$2.5B
Employees140
Clients1,237
DateMay 2023
Total AUM$7.1B
Discretionary$4.6B
Non-Disc.$2.5B
Employees140
Clients1,237
DateMar 2023
Total AUM$7.1B
Discretionary$4.6B
Non-Disc.$2.5B
Employees140
Clients1,237
DateMar 2023
Total AUM$7.1B
Discretionary$4.6B
Non-Disc.$2.5B
Employees140
Clients1,237
DateJan 2023
Total AUM$6.5B
Discretionary$3.3B
Non-Disc.$3.1B
Employees140
Clients1,091
DateSep 2022
Total AUM$6.5B
Discretionary$3.3B
Non-Disc.$3.1B
Employees140
Clients1,091
DateJun 2022
Total AUM$6.5B
Discretionary$3.3B
Non-Disc.$3.1B
Employees140
Clients1,091
DateMay 2022
Total AUM$6.5B
Discretionary$3.3B
Non-Disc.$3.1B
Employees140
Clients1,091
DateMar 2022
Total AUM$6.5B
Discretionary$3.3B
Non-Disc.$3.1B
Employees140
Clients1,091
DateDec 2021
Total AUM$6B
Discretionary$3B
Non-Disc.$3B
Employees135
Clients1,039
DateOct 2021
Total AUM$6B
Discretionary$3B
Non-Disc.$3B
Employees135
Clients1,039
DateSep 2021
Total AUM$6B
Discretionary$3B
Non-Disc.$3B
Employees135
Clients1,039
DateAug 2021
Total AUM$6B
Discretionary$3B
Non-Disc.$3B
Employees135
Clients1,039
DateJul 2021
Total AUM$6B
Discretionary$3B
Non-Disc.$3B
Employees135
Clients1,039
DateJul 2021
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees135
Clients822
DateJun 2021
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees135
Clients822
DateMay 2021
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees135
Clients822
DateMay 2021
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees135
Clients822
DateMar 2021
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees135
Clients822
DateNov 2020
Total AUM$4.6B
Discretionary$2B
Non-Disc.$2.6B
Employees135
Clients818
DateOct 2020
Total AUM$4.6B
Discretionary$2B
Non-Disc.$2.6B
Employees135
Clients818
DateJun 2020
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees135
Clients693
DateApr 2020
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees135
Clients693
DateMar 2020
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees135
Clients693
DateFeb 2020
Total AUM$4.1B
Discretionary$1.5B
Non-Disc.$2.6B
Employees80
Clients677
DateFeb 2020
Total AUM$4.1B
Discretionary$1.5B
Non-Disc.$2.6B
Employees80
Clients677
DateJan 2020
Total AUM$4.1B
Discretionary$1.5B
Non-Disc.$2.6B
Employees80
Clients677
DateJan 2020
Total AUM$3.9B
Discretionary$1.3B
Non-Disc.$2.6B
Employees80
Clients677
DateJan 2020
Total AUM$3.9B
Discretionary$1.3B
Non-Disc.$2.6B
Employees80
Clients677
DateDec 2019
Total AUM$3.9B
Discretionary$1.3B
Non-Disc.$2.6B
Employees80
Clients677
DateSep 2019
Total AUM$6.5B
Discretionary$2.1B
Non-Disc.$4.3B
Employees80
Clients658
DateSep 2019
Total AUM$6.5B
Discretionary$2.1B
Non-Disc.$4.3B
Employees80
Clients658
DateAug 2019
Total AUM$6.3B
Discretionary$2.2B
Non-Disc.$4.2B
Employees80
Clients652
DateJun 2019
Total AUM$6.3B
Discretionary$2.2B
Non-Disc.$4.2B
Employees80
Clients652
DateMay 2019
Total AUM$6.3B
Discretionary$2.2B
Non-Disc.$4.2B
Employees80
Clients652
DateMay 2019
Total AUM$6.1B
Discretionary$1.9B
Non-Disc.$4.2B
Employees80
Clients650
DateApr 2019
Total AUM$6.1B
Discretionary$1.9B
Non-Disc.$4.2B
Employees80
Clients650
DateMar 2019
Total AUM$6.1B
Discretionary$1.9B
Non-Disc.$4.2B
Employees80
Clients650
DateFeb 2019
Total AUM$6.3B
Discretionary$1.8B
Non-Disc.$4.4B
Employees80
Clients631
DateJan 2019
Total AUM$6.3B
Discretionary$1.8B
Non-Disc.$4.4B
Employees80
Clients631
DateMar 2018
Total AUM$6.3B
Discretionary$1.8B
Non-Disc.$4.4B
Employees80
Clients631
DateNov 2017
Total AUM$6.1B
Discretionary$1.7B
Non-Disc.$4.4B
Employees80
Clients150
DateJun 2017
Total AUM$6.1B
Discretionary$1.7B
Non-Disc.$4.4B
Employees80
Clients400
DateApr 2017
Total AUM$6B
Discretionary$1.4B
Non-Disc.$4.6B
Employees80
Clients400
DateApr 2017
Total AUM$6B
Discretionary$1.4B
Non-Disc.$4.6B
Employees80
Clients400
DateMar 2017
Total AUM$6B
Discretionary$1.4B
Non-Disc.$4.6B
Employees80
Clients400
DateJan 2017
Total AUM$5.2B
Discretionary$1.2B
Non-Disc.$4B
Employees80
Clients400
DateJul 2016
Total AUM$5.2B
Discretionary$1.2B
Non-Disc.$4B
Employees80
Clients400
DateJul 2016
Total AUM$5.2B
Discretionary$1.2B
Non-Disc.$4B
Employees80
Clients400
DateJul 2016
Total AUM$5.2B
Discretionary$1.2B
Non-Disc.$4B
Employees80
Clients400
DateMar 2016
Total AUM$4.6B
Discretionary$1.2B
Non-Disc.$3.4B
Employees80
Clients400
DateFeb 2016
Total AUM$4.6B
Discretionary$1.2B
Non-Disc.$3.4B
Employees80
Clients400
DateJun 2015
Total AUM$4.6B
Discretionary$655M
Non-Disc.$4B
Employees80
Clients400
DateJun 2015
Total AUM$4.6B
Discretionary$655M
Non-Disc.$4B
Employees80
Clients400
DateMar 2015
Total AUM$4.6B
Discretionary$655M
Non-Disc.$4B
Employees80
Clients400
DateMar 2015
Total AUM$4.6B
Discretionary$655M
Non-Disc.$4B
Employees80
Clients400
DateNov 2014
Total AUM$4.5B
Discretionary$490M
Non-Disc.$4B
Employees80
Clients400
DateOct 2014
Total AUM$4.5B
Discretionary$490M
Non-Disc.$4B
Employees80
Clients400
DateAug 2014
Total AUM$4.5B
Discretionary$490M
Non-Disc.$4B
Employees80
Clients400
DateAug 2014
Total AUM$4.4B
Discretionary$82M
Non-Disc.$4.4B
Employees80
Clients400
DateMar 2014
Total AUM$4.4B
Discretionary$82M
Non-Disc.$4.4B
Employees80
Clients400
DateMar 2014
Total AUM$4.4B
Discretionary$82M
Non-Disc.$4.4B
Employees80
Clients400
DateFeb 2014
Total AUM$4.1B
Discretionary$70.2M
Non-Disc.$4.1B
Employees80
Clients400
DateDec 2013
Total AUM$4.1B
Discretionary$70.2M
Non-Disc.$4.1B
Employees80
Clients400
DateOct 2013
Total AUM$4.1B
Discretionary$70.2M
Non-Disc.$4.1B
Employees80
Clients400
DateAug 2013
Total AUM$4.1B
Discretionary$70.2M
Non-Disc.$4.1B
Employees80
Clients400
DateAug 2013
Total AUM$4.1B
Discretionary$70.2M
Non-Disc.$4.1B
Employees80
Clients400
DateJun 2013
Total AUM$4.1B
Discretionary$70.2M
Non-Disc.$4.1B
Employees80
Clients400
DateMar 2013
Total AUM$3.9B
Discretionary$65M
Non-Disc.$3.8B
Employees80
Clients400
DateJan 2013
Total AUM$4.2B
Discretionary$65M
Non-Disc.$4.1B
Employees80
Clients400
DateJan 2013
Total AUM$4.2B
Discretionary$65M
Non-Disc.$4.1B
Employees80
Clients400
DateNov 2012
Total AUM$4.2B
Discretionary$65M
Non-Disc.$4.1B
Employees80
Clients400
DateJul 2012
Total AUM$4.2B
Discretionary$65M
Non-Disc.$4.1B
Employees51
Clients400
DateMay 2012
Total AUM$3.7B
Discretionary$60M
Non-Disc.$3.6B
Employees51
Clients400
DateApr 2012
Total AUM$3.7B
Discretionary$60M
Non-Disc.$3.6B
Employees51
Clients400
DateMar 2012
Total AUM$3.7B
Discretionary$60M
Non-Disc.$3.6B
Employees51
Clients400
DateMar 2012
Total AUM$3.7B
Discretionary$60M
Non-Disc.$3.6B
Employees51
Clients400
DateDec 2011
Total AUM$3.6B
Discretionary$70M
Non-Disc.$3.5B
Employees51
Clients251
DateAug 2011
Total AUM$3.6B
Discretionary$70M
Non-Disc.$3.5B
Employees51
Clients--
DateJul 2011
Total AUM$3.6B
Discretionary$70M
Non-Disc.$3.5B
Employees51
Clients--
DateJul 2011
Total AUM$3.4B
Discretionary$67.8M
Non-Disc.$3.4B
Employees51
Clients--
DateMay 2011
Total AUM$3.4B
Discretionary$67.8M
Non-Disc.$3.4B
Employees51
Clients--
DateJul 2010
Total AUM$3.2B
Discretionary$200M
Non-Disc.$3B
Employees51
Clients--
DateMay 2010
Total AUM$3B
Discretionary$62.4M
Non-Disc.$2.9B
Employees51
Clients--
DateMay 2007
Total AUM$2.8B
Discretionary$315.3M
Non-Disc.$2.5B
Employees51
Clients--
DateFeb 2007
Total AUM$2.6B
Discretionary$333.7M
Non-Disc.$2.3B
Employees51
Clients--
DateJan 2007
Total AUM$2.4B
Discretionary$310.3M
Non-Disc.$2.1B
Employees51
Clients--
DateMar 2006
Total AUM$2B
Discretionary$280M
Non-Disc.$1.8B
Employees51
Clients--
DateFeb 2006
Total AUM$2B
Discretionary$280M
Non-Disc.$1.8B
Employees51
Clients--
DateDec 2005
Total AUM$1.8B
Discretionary$285.4M
Non-Disc.$1.5B
Employees51
Clients--
DateNov 2005
Total AUM$1.8B
Discretionary$285.4M
Non-Disc.$1.5B
Employees51
Clients--
DateOct 2005
Total AUM$1.8B
Discretionary$285.4M
Non-Disc.$1.5B
Employees51
Clients--
DateFeb 2005
Total AUM$1.7B
Discretionary$320.4M
Non-Disc.$1.4B
Employees51
Clients--
DateAug 2004
Total AUM$1.7B
Discretionary$320.4M
Non-Disc.$1.4B
Employees51
Clients--
DateJul 2004
Total AUM$1.7B
Discretionary$320.4M
Non-Disc.$1.4B
Employees51
Clients--
DateJan 2004
Total AUM$1.5B
Discretionary$280M
Non-Disc.$1.2B
Employees51
Clients--
DateNov 2003
Total AUM$1.5B
Discretionary$280M
Non-Disc.$1.2B
Employees51
Clients--
DateMay 2002
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--
DateOct 2001
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--
DateOct 2001
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--