Claris Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$884,787,481
Clients
322
Advisors
4
of 4 employees
About
Claris Advisors provides discretionary investment management, financial planning, employee benefit retirement plan services and consulting to individuals, trusts, charitable organizations, businesses and qualified retirement plans. The firm also offers successor trustee services for donor-advised funds and supports plan sponsors with investment policy development and participant education.
The firm's investment approach is grounded in Modern Portfolio Theory and a buy-and-hold, asset-class orientation, typically implemented with diversified, no‑load mutual funds—most often Dimensional Fund Advisors (DFA) funds—and model portfolios. Claris Advisors documents client objectives in written investment policy statements, uses portfolio‑allocation and Monte Carlo tools in planning, and delegates fixed‑income management and some model strategies to third‑party managers such as Focus Partners Advisor Solutions (FPAS) and, on occasion, DFA.
Claris Advisors is affiliated with the accounting firm Anders Minkler Huber & Helm; several partners are practicing CPAs, the firms cross-refer clients, and certain consulting or planning work for Anders’ clients is compensated through Anders rather than billed directly to those clients. With roughly $911 million in discretionary assets but a small advisory team (three advisors), the firm relies on FPAS for sub‑advisory and back‑office services and routinely uses independent managers for fixed‑income accounts, an operational structure that differs from many peer teams.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $500 to $5,000 depending on complexity
$0 - $249,999: 1.85% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$500 to $5,000 fixed fee for financial planning depending on complexity; hourly consulting fees may apply
Account minimum: $250,000
Main office
800 Market Street, Suite 500
St. Louis MO 63101
Advisors at this office
4
Most active in
California · Florida · Illinois · Kansas · Louisiana · Missouri · Oregon · Texas
Also doing business as
Amd Financial Services LLC · Claris Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher B
Series 65
St. Louis, MO
Claris Advisors, LLC
Christopher Bettonville is a financial advisor at Claris Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 11 years of industry experience. He has been with Claris Advisors since 2015. Claris Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, businesses, and qualified plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using diversified, no-load mutual funds and model portfolios.
Andrew M
Series 65
St. Louis, MO
Claris Advisors, LLC
Andrew Merkle is a financial advisor with Claris Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has been in the industry since 2026. Prior to joining Claris Advisors, Merkle held positions at Mariner Wealth Advisors, Edward Jones, and several organizations related to athletics and banking. Claris Advisors provides discretionary investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold, asset-class investment approach based on Modern Portfolio Theory and utilizes diversified, no-load mutual funds, relying on third-party managers for certain strategies and fixed-income management.
Stanley R
Series 63, Series 65
St. Louis, MO
Claris Advisors, LLC
Stanley Royer is a financial advisor with Claris Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Claris Advisors, formerly AMD Financial Services LLC, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities as an agent with multiple insurance providers. Claris Advisors offers investment management, retirement-plan advisory, financial planning, and trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a buy-and-hold, asset-allocation investment approach grounded in Modern Portfolio Theory, typically using passive mutual funds and model portfolios, and collaborates with third-party sub-advisers for specialized mandates.
Scott I
CFP®, ChFC®, Series 63
St. Louis, MO
Claris Advisors, LLC
Scott Iverson is a CFP® and ChFC® with 10 years of industry experience. He has been with Claris Advisors, LLC since 2015. Claris Advisors provides investment management, retirement-plan advisory, financial planning, consulting, and successor-trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold asset allocation strategy using primarily passive mutual funds and collaborates with third-party sub-advisers for specialized mandates.
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