United States · Investor

Claris Advisors

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Wealth managerUnknown

RetirementRisk ManagementWealth Management

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch Claris Advisors

What they do

Type
Wealth manager (from a list, unverified)
Cheque size
Not stated
Sectors
RetirementRisk ManagementWealth Management
Based in
Saint Louis, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration24 named

ASAdam Steven PrestMemberiForm ADV
BRBradley Robert StumpeMemberiForm ADV
BEBrent Ervin McclureMemberiForm ADV
BJBrent Joseph KanieckiMemberiForm ADV
BMBrian Michael MccookMemberiForm ADV
CRChad Ryan GallMemberiForm ADV
CRCraig Richard CampbellMemberiForm ADV
DKDaniel Kalin SchindlerMemberiForm ADV
DWDaniel William MuddMemberiForm ADV
DEDavid Elwyn HartleyMemberiForm ADV
DMDavid Matthew FinklangMemberiForm ADV
DADerek Alan BarnardMemberiForm ADV
DDDouglas Dean MuellerMemberiForm ADV
EEErin Elizabeth PrestMemberiForm ADV
GAGabriel Adam HaleMemberiForm ADV
JMJane Marie MaddoxMemberiForm ADV
JNJason Norman GotwayMemberiForm ADV
JLJeanne Louise MeyerMemberiForm ADV
JMJeanne Marie DeeMemberiForm ADV
JAJody Allen GrundenMemberiForm ADV
JCJohn Charles ScottMemberiForm ADV
JKJonathan Kyle WaitikitusMemberiForm ADV
JAJulia Ann DeienMemberiForm ADV
JKJulie Katherine HiblovicMemberiForm ADV

We also hold 41 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$911Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Claris Advisors, LLC
SEC number
CRD 117734

Quick answers about Claris Advisors

What does Claris Advisors invest in?

Claris Advisors says it invests in Retirement, Risk Management and Wealth Management.

Is Claris Advisors investing now?

No investments in the last 12 months.

What kind of investor is Claris Advisors?

Claris Advisors is a wealth manager based in Saint Louis, United States.

How much does Claris Advisors manage?

About $911M, as regulatory assets under management (Oct 2026).

When was Claris Advisors founded?

Claris Advisors was founded in 1998.

Where does this information on Claris Advisors come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it