Riley Charles Clark is a Senior Fundamental Choice Portfolio Manager with the Clark Financial Consulting Group of Wells Fargo Advisors. In this role, Riley is responsible for the rebalancing of the account’s allocations and individual securities in alignment with the client’s investment objectives. Riley has a passion for stock selection and analysis, which correlates well with his colleague’s macro view of the markets. Riley gained experience on the private and commercial banking side of financial institutions in previous positions before becoming a Portfolio Manager at Morgan Stanley. Riley holds the FINRA Series 7 and 66 securities registrations, and Life, Health, and Variable contracts licenses.

Riley Charles Clark, a three-year winner, 2020, 2021 and 2022 Five Star Wealth Manager award*.

Riley is a St. John’s College High School and University of Maryland Graduate; he was also a member of a D-III National Championship Lacrosse Team and High School Senior’s All-American Team. He is sharing his leadership skills today by coaching youth flag football, basketball, and lacrosse. Riley and his wife Kaylea reside in Gambrills, Maryland with their four children, Kaydence, Riley Charles Jr. (Charlie), Reagan Winifred, and Henry Harold.

*This award was issued on October 17, 2022 by Five Star Professional (FSP) for the time period January 10, 2022 through August 26, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Five Star Professional does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. 2,597 Washington, D.C. – area wealth managers were considered for the award; 159 (2% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. The Award issued on October 17, 2021 by Five Star Professional (FSP) for the time period January 4, 2021 through July 23, 2021. 2091 Washington, DC – area wealth managers were considered for the award; 121 (6% of candidates) were named Five Star Wealth Managers. The Award issued on September 1, 2020 by Five Star Professional (FSP) for the time period January 27, 2020 through August 21, 2020. 2535 Washington, DC – area wealth managers were considered for the award; 115 (5% of candidates) were named Five Star Wealth Managers.

Adam R. Janowitz is a seasoned professional in the financial industry, currently serving as a Senior Client Associate within the esteemed Clark Financial Consulting Group of Wells Fargo Advisors. With an impressive tenure spanning over 16 years in the financial sector, Adam brings a wealth of experience and expertise to his role.

In his capacity as Senior Client Associate, Adam assumes a pivotal role in delivering exceptional service to clients. He is entrusted with the critical responsibilities of providing meticulous administrative and operational support, managing client accounts with a keen eye for detail, and swiftly addressing client requests and inquiries with the utmost professionalism and efficiency.

A distinguishing feature of Adam's professional profile is his profound knowledge of technology, a role he previously held as the tech specialist at his former investment firm.  Clients frequently praise Adam for his unwavering patience and dedication, especially when dealing with the most complex administrative matters, ensuring their resolution with the utmost precision and efficiency.

Born and raised in Montgomery County, Adam received his B.S. in Business Administration from American University. Adam and his wife Jaime reside in Potomac, Maryland.