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- Custodian
- Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2022
- Office Locations
- 4
Office Locations
About THE Clifford Group LLC
Wayland, MA-based The Clifford Group provides client-centric wealth management and customized financial planning, guiding clients through life transitions with an emphasis on transparency and personal attention. Services include investment planning alongside tax planning, charitable giving, and insurance/risk management, and portfolios make meaningful use of ETFs and public funds; the firm was named to ETF.com’s 2024 Top 50 RIAs list.
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Owner & Executives
GREGORY L. CLIFFORD
Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #5779731
- Ownership
- 75% or more
Sarah E Ludden
Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ryan Michael Carragher
--
- CRD
- #7974437
Ryan Carragher
Vice President
- CRD
- --
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,284,751 | $269,582 |
| Non-Discretionary | $0 | -- |
| Total | $248,284,751 | $269,582 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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