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Insights

Client Segments Clifford Swan Investment Counselors specializes in advising high-net-worth individuals, families, and mid-sized institutions, indicating potential opportunities to offer tailored wealth management, estate planning, and family office services.

Growth Potential With recent expanding leadership, including hiring a new Chief Investment Officer and senior research staff, the firm may be looking to enhance its investment strategies, presenting an opportunity to introduce advanced financial technology solutions or asset management platforms.

Technology Adoption The firm employs modern tech tools like HubSpot, jQuery, and Cloudflare services, which suggests openness to further digital transformation and integrations, opening avenues for SaaS solutions, cybersecurity enhancements, or client engagement tools.

Market Positioning Rated No. 76 on CNBC’s Financial Advisor 100 list and competing with large peers, Clifford Swan’s focus on personalized long-term strategies indicates a market niche that values boutique advisory services, ideal for premium service or specialized investment product offerings.

Financial Health With revenues estimated between fifty and one hundred million dollars and a relatively small team, the firm may benefit from scalable technology solutions to optimize operations and enhance client service capacity, representing opportunities for growth and efficiency tools.

Clifford Swan Investment Counselors Tech Stack

Clifford Swan Investment Counselors uses 8 technology products and services including oEmbed, Google Fonts API, RequireJS, and more. Explore Clifford Swan Investment Counselors's tech stack below.

  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • AOS
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Cloudflare Bot Management
    Security

Clifford Swan Investment Counselors's Email Address Formats

Clifford Swan Investment Counselors uses at least 2 format(s):
Clifford Swan Investment Counselors Email FormatsExamplePercentage
FLast@clifford1915.comJDoe@clifford1915.com
100%
FLast@cliffordswan.comJDoe@cliffordswan.com
81%
Last@cliffordswan.comDoe@cliffordswan.com
14%
FMiddleLast@cliffordswan.comJMichaelDoe@cliffordswan.com
3%
First@cliffordswan.comJohn@cliffordswan.com
2%

Frequently Asked Questions

Where is Clifford Swan Investment Counselors's headquarters located?

Minus sign iconPlus sign iconClifford Swan Investment Counselors's main headquarters is located at 177 East Colorado Bvld, Suite 550. The company has employees across 1 continents, including North America.

What is Clifford Swan Investment Counselors's phone number?

Minus sign iconPlus sign icon You can contact Clifford Swan Investment Counselors's main corporate office by phone at
+1-626-792-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clifford Swan Investment Counselors's official website and social media links?

Minus sign iconPlus sign iconClifford Swan Investment Counselors's official website is cliffordswan.com and has social profiles on LinkedIn.

What is Clifford Swan Investment Counselors's NAICS code?

Minus sign iconPlus sign iconClifford Swan Investment Counselors's NAICS code is 52 - Finance and Insurance.

How many employees does Clifford Swan Investment Counselors have currently?

Minus sign iconPlus sign iconAs of December 2025, Clifford Swan Investment Counselors has approximately 46 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. S.Chief Financial Officer: J. B.President: F. J.. Explore Clifford Swan Investment Counselors's employee directory with LeadIQ.

What industry does Clifford Swan Investment Counselors belong to?

Minus sign iconPlus sign iconClifford Swan Investment Counselors operates in the Financial Services industry.

What technology does Clifford Swan Investment Counselors use?

Minus sign iconPlus sign iconClifford Swan Investment Counselors's tech stack includes oEmbedGoogle Fonts APIRequireJSjQuery MigrateAOSjQueryHubSpotCloudflare Bot Management.

What is Clifford Swan Investment Counselors's email format?

Minus sign iconPlus sign iconClifford Swan Investment Counselors's email format typically follows the pattern of FLast@clifford1915.com. Find more Clifford Swan Investment Counselors email formats with LeadIQ.

When was Clifford Swan Investment Counselors founded?

Minus sign iconPlus sign iconClifford Swan Investment Counselors was founded in 1915.

Clifford Swan Investment Counselors

Financial ServicesCalifornia, United States11-50 Employees

Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management.

To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education.

Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures

Section iconCompany Overview

Headquarters
177 East Colorado Bvld, Suite 550
Phone number
+1-626-792-****
Website
cliffordswan.com
NAICS Code
52 - Finance and Insurance
Founded
1915
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Clifford Swan Investment Counselors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Clifford Swan Investment Counselors's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    K. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    P. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. A.
    Appraiser And Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Manager
    Phone icon
    Mobile Phone

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