A complete list of active advisors currently associated with Alvin Clay Financial Advisors, LLC

Warmer can help you find a great advisor at Alvin Clay Financial Advisors, LLC or one who fits your needs even better.

Alvin Clay Financial Advisors offers discretionary portfolio management along with financial consulting, pension consulting, and tax services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations, private education institutions, and other entities. The firm implements client advice through model portfolios and may allocate assets to unaffiliated sub‑advisers, with custodial relationships established at SEI Private Trust Company and Charles Schwab. The firm's investment process emphasizes model‑based asset allocation informed by Modern Portfolio Theory and, when requested, ESG criteria, using SEI‑developed fund and ETF models as well as Schwab model portfolios; it conducts ongoing discretionary rebalancing and may invest in mutual funds, ETFs, individual stocks and bonds. The brochure also discloses that the firm may permit borrowing within separately managed accounts, and it operates under a sub‑advisory agreement with SEI that governs use of SIMC model programs and implementation. Compared with many small advisory practices, Alvin Clay combines a small advisor team with extensive platform integration — participation in SEI’s Advisor Benefit Program, use of SEI’s proposal and custody platform, and an active Schwab relationship — which provides access to model solutions, technology, and certain SEI client discounts. The firm also offers ERISA‑focused pension consulting, may serve as trustee on select accounts, and retains the ability to appoint or replace third‑party sub‑advisers, reflecting a broader institutional service set than is typical for a three‑advisor firm.

To learn more about the advisors currently working at Alvin Clay Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.