# Clearbridge Financial

Clearbridge Financial is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 51 East Campbell Ave, Suite 124, Campbell, CA 95008
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.cbridgefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/clearbridge-investments

## Regulatory record

- **CRD number:** 137028
- **SEC file number:** 801-64710
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137028

## About

Clearbridge Investments is an SEC-registered investment adviser in NEW YORK, NY, registered since 2005. The firm manages $184.8 billion in assets, $141.5 billion on a discretionary basis. It has 210 employees and 71 investment advisers.

## People

- Larysa Prytula — Owner

## Questions

### Who makes investment decisions at Clearbridge Financial?

The firm's website presents Larysa Prytula as the sole named professional and the owner of the practice. Her role is to develop detailed financial plans and coordinate with a network of professional advisors to serve clients. Day-to-day investment and planning decisions operate through her leadership.

### What specific planning challenges does Clearbridge Financial target?

The firm explicitly markets services around life transitions. Its website highlights retirement saving, managing a large business, and resolving challenges such as divorce or the loss of a loved one. It also structures advice around five areas: money decisions, tax management, charitable giving, taking care of heirs, and preserving assets.

### Does Clearbridge Financial manage assets on a discretionary basis?

The firm describes its process as developing a 'detailed plan' to address client gaps, which is common for both advisory and discretionary relationships. The affiliation with LPL Financial supports both models, but the specific discretionary authority Clearbridge exercises is not disclosed on its public site.

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Last updated: 2026-06-03T20:00:00.000Z

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