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Matthew B Orton

CLARIVEST ASSET MANAGEMENT LLC·SAN DIEGO, California
SIE, Series 3, Series 7, Series 57TO, Series 63Clean recordCLARIVEST ASSET MANAGEMENT LLC
3611 VALLEY CENTRE DRIVE, SAN DIEGO, CA 92130CRD# 5157324Firm CRD# 139785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew B Orton · SAN DIEGO, CA
Registration
CRD #5157324 · CLARIVEST ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 57TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CLARIVEST ASSET MANAGEMENT LLC
CRD 139785 · SEC 801-66386
AUM
$2.5B
Regulatory assets under management
Employees
17
27 client accounts
Services offered by CLARIVEST ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at CLARIVEST ASSET MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Matthew B Orton offer?
Matthew B Orton specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Matthew B Orton's credentials?
Matthew B Orton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew B Orton located?
Matthew B Orton is based in SAN DIEGO, California, working with CLARIVEST ASSET MANAGEMENT LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Matthew B Orton charge for services?
Matthew B Orton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARIVEST ASSET MANAGEMENT LLC?
CLARIVEST ASSET MANAGEMENT LLC has approximately 17 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARIVEST ASSET MANAGEMENT LLC

Aaron Jon Ochstein
SAN DIEGO, CA
Javier A Alvarez
SAN DIEGO, CA
Charles Michael Edwards
SAN DIEGO, CA

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Research
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