# ClearLake Advisors

ClearLake Advisors is a Bank / Wealth / Trust based in Petaluma, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Petaluma, United States
- **Region:** North America
- **Address:** Petaluma, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** clearlakeadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/clearlake-capital-group-lp

## Regulatory record

- **Reports private funds:** No

## About

ClearLake Advisors is a wealth management firm based in Petaluma, US. It manages approximately $308 million in assets, primarily serving clients in North America.

## Questions

### What distinguishes ClearLake Advisors from larger bank trust departments or wirehouse advisory platforms?

ClearLake Advisors operates as an independent, owner-operated RIA rather than a division of a larger financial institution — a structural difference that eliminates the product-distribution incentives and proprietary-product requirements common at broker-dealer affiliated firms. The firm's small-town Petaluma location, lean team structure, and focus on individually tailored portfolios differentiate it from model-allocation-based wealth management platforms. This posture prioritizes local relationship continuity and client-specific portfolio construction over institutional scale, brand distribution, and standardized investment models.

## Related profiles

- [Clear Spring Insurance](https://altss.com/profile/clear-spring-insurance)
- [Clearview Wealth Advisors](https://altss.com/profile/clearview-wealth-advisors)

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

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