RIA ADVISORS

Legal name: CLARITY FINANCIAL, LLC

CRD 150661File 801-77832

APPROVED

Retail clients

Custody

Filing as of Jul 16, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.84B

Top 25% of cohort (national)

Discretionary AUM

$1.76B

Non-discretionary $76.2M

Clients

1,367

3,969 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 16, 2013
Principal office: 11750 KATY FREEWAY, SUITE 840, HOUSTON, TX, 77079
Phone: 281-501-1791
Website: https://riaadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.84B
Discretionary AUM: $1.76B
Non-discretionary AUM: $76.2M
Discretionary accounts: 3,862
Non-discretionary accounts: 107
Total accounts: 3,969
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other investment advisers	113	$45.8M
High net worth individuals	434	$1.41B
Business development companies	1	$104K
Pension and profit sharing plans	18	$11.6M
Individuals (other than high net worth individuals)	801	$369.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Subscription fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 1, 2026	Employees	16	17	increased by1
Apr 1, 2026	Custody	No	Yes
Apr 1, 2026	Clients	1,193	1,367	increased by174
Apr 1, 2026	AUM	$1,530,453,633	$1,840,574,021	increased by$310,120,388
Apr 1, 2026	Accounts	3,581	3,969	increased by388
Dec 1, 2025 vs May 1, 2025	Employees	14	16	increased by2
May 1, 2025 vs Oct 1, 2022	Employees	22	14	decreased by8
May 1, 2025 vs Oct 1, 2022	Clients	1,063	1,193	increased by130
May 1, 2025 vs Oct 1, 2022	AUM	$1,203,277,927	$1,530,453,633	increased by$327,175,706
May 1, 2025 vs Oct 1, 2022	Accounts	2,559	3,581	increased by1,022
Apr 1, 2022	Clients	1,032	1,063	increased by31
Apr 1, 2022	AUM	$1,013,824,632	$1,203,277,927	increased by$189,453,295
Apr 1, 2022	Accounts	2,382	2,559	increased by177
Mar 1, 2022	Employees	21	22	increased by1
Dec 1, 2021	Employees	18	21	increased by3

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RIA ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RIA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.