Claris Advisors, Llc
- Regulatory AUM
- $911M
- Discretionary
- $911M
- Clients
- 331
- Avg AUM / client
- $2.8M
- Accounts
- 973
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 182 | $110M | 12.1% |
| High net worth individuals | 140 | $774M | 85.0% |
| Pension and profit sharing plans | 9 | $18.5M | 2.03% |
| Charitable organizations | Fewer than 5 clients | $360K | 0.04% |
| Corporations and other businesses | Fewer than 5 clients | $7.5M | 0.82% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grunden, Jody, Allen | Member | Jul 2022 (4y) | Less than 5% | |
| Deien, Julia, Ann | Member | Jan 2024 (3y) | Less than 5% | |
| Gotway, Jason, Norman | Member | Jan 2024 (3y) | Less than 5% | |
| Maddox, Jane, Marie | Member | Jan 2024 (3y) | Less than 5% | |
| Stanley Dean Royer | Registered representative | Jun 2007 (19y) | ||
| Scott Iverson | Registered representative | CFP Chartered Financial Consultant | Jun 2015 (11y) | |
| Christopher Paul Bettonville | Registered representative | Sep 2015 (11y) | ||
| Andrew Joseph Merkle | Registered representative | May 2026 (0y) |
Undisclosed: 80% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $673M (74% of AUM) Mar 2026
- National Financial Services (Fidelity) $184M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗