welcome to claraphi

ClaraPHI's Unique Combination of Service and Experience Discussed on "California CEO"

Our Only Business is Growing Your Business


What makes ClaraPHI distinctly different?  It all starts with our philosophy of collaborative financial planning.  Read More>


From our operations and technology services to our investment products and programs, ClaraPHI is on the leading edge.  Read More> 


We dedicate nearly 100 years of experience in wealth management, systems development and operations to every client.  Read More>
Asset Administration: Our state-of-the-art portfolio management platform with portfolio optimization and analytics. 

    The ClaraPHI Advantage

To accomplish this goal, we elected to develop special relationships with some of the most innovative companies and individuals in the industry.

​​​​We have the products and services to help you help your clients.  Learn about ClaraPHI's offerings >

Asset Management: Our investment advisory services provide carefully selected asset managers, mutual funds, ETFs, and alternatives. Our ready to use models can help you focus on asset gathering and client relationships. 

ClaraPHI helps IBDs and RIAs maximize their potential.

Vali System