Built to Serve. Structured to Last.

Riley Charles Clark serves as a Managing Director - Investment Officer and PIM^® Portfolio Manager within the Clark Financial Consulting Group of Wells Fargo Advisors. In this pivotal capacity, Riley bears the responsibility of expertly recalibrating the account's asset allocations and individual securities, ensuring their seamless alignment with the discerning investment objectives of our valued clients. Riley's unwavering dedication to stock selection and astute analysis dovetails seamlessly with the overarching market perspectives of his distinguished colleagues.

Prior to assuming his role as a Portfolio Manager at Morgan Stanley, Riley garnered experience within both the realm of private and commercial banking. Riley boasts a formidable professional repertoire, holding the FINRA Series 7 and 66 securities registrations, alongside the Life, Health, and Variable contracts licenses.

Forbes has named Riley as a three-year winner, 2023, 2024, & 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State* and the Clark Financial Consulting Group of Wells Fargo Advisors as a two-year winner, 2024 & 2025 Forbes Best-in-State Wealth Management Teams**. Riley's background is truly exceptional, characterized by a lifelong immersion in investment discussions, dating back to his middle school years, where he engaged in these financial conversations at the family dining table, courtesy of his parents, who were both Managing Directors at two major banking firms. Riley Charles Clark, a five-year winner, 2020, 2021, 2022, 2023 and 2024 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., Reagan Winifred, and Henry Harold.

 

<sup>* 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

** 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

*** This award was issued on October 16, 2024, by Five Star Professional (FSP) for the time period January 9, 2024, through August 9, 2024. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. 3408 Washington, DC – area wealth managers were considered for the award; 172 (5% of candidates) were named 2024 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, 2023 by Five Star Professional (FSP) for the time period January 9, 2023 through July 31, 2023. 2,627 Washington, DC – area wealth managers were considered for the award; 160 (6% of candidates) were named Five Star Wealth Managers. 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.</sup>

Tom Clark serves as the Managing Director - Investments Officer within the esteemed Clark Financial Consulting Group of Wells Fargo Advisors, is a seasoned financial professional with a wealth of experience. In his current role, he leads the team in formulating allocation and investment strategies. Tom’s extensive career includes being a founder member of the Investments & Wealth Institute (formerly IMCA), where he maintains an active membership. He has also authored or been featured in over 40 articles in prestigious publications like the Wall Street Journal and Washington Magazine. Tom is deeply passionate about investments and prioritizes establishing constructive, educational, and proactive client relationships. He holds the FINRA Series 7, 63, and 65 registrations, emphasizing his commitment to the industry standards and regulations.

In addition to his notable career in the finance industry, Tom has dedicated his time to the CRi Foundation. CRi is a community-based organization with a focused effort on serving individuals with intellectual & developmental disabilities. Tom has also devoted his time to positively impact the lives of hundreds of children by coaching them in basketball, soccer, and lacrosse. His leadership extended to the Washington D.C, YMCA Partnership with Youth program, reflecting his commitment to community service. Notably, Tom’s outstanding involvement with Montgomery County Soccer (MSI) led him to be honored with the esteemed “Coach of the Year” award, a remarkable achievement considering the competition of over 1,800 candidates. Tom firmly believes that instilling the values of good citizenship early in life is essential, and he has dedicated many years to leading and educating the youth in his community. Drawing from his experience as a former officer in the United States Marine Corps, Tom emphasizes the vital role that the community plays as the cornerstone of our country.

Tom and his wife, Cindy, reside in Bethesda, Maryland, where they enjoy tennis, golf, traveling, and most importantly, spending time with their five grown children and five grandkids.

Adam R. Janowitz is a seasoned professional in the financial industry, currently serving as a Senior Registered Client Associate within the esteemed Clark Financial Consulting Group of Wells Fargo Advisors. With an impressive tenure in the financial sector, Adam brings a wealth of experience and expertise to his role. Adam holds the FINRA Series 7 and 63 securities registration.

In his capacity as Senior Registered 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.

A lifelong Montgomery County, Maryland resident, Adam is a Bullis School and American University graduate, where he received his B.S. in Business Administration. Adam and his wife Jaime reside in Potomac, Maryland.