A complete list of active advisors currently associated with Commerce Advisors, LLC

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

Commerce Advisors serves high net worth individuals and family offices and, on a selective basis, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, estates and business entities. The firm provides comprehensive wealth management services including financial planning, portfolio management, and retirement plan advisory and fiduciary consulting. At engagement, Commerce Advisors develops a Financial Profile and a client-specific Investment Plan and implements those plans on either a discretionary or non‑discretionary basis, using mutual funds, ETFs, separate account managers and model portfolios. The firm also deploys alternative investments that may be limited to eligible investors and may generate K‑1 tax reporting, and it discloses that underlying managers may use strategies such as short‑term trading, options, margin and short sales. Noteworthy for a three‑advisor firm is its scale and retirement-plan focus: the brochure reports roughly $338 million in client assets (about $323.3M discretionary and $14.5M non‑discretionary) and describes ERISA fiduciary services including 3(38) discretionary plan management and ongoing investment monitoring. The firm also uses a third‑party platform to manage held‑away participant accounts and discloses an affiliated registered representative relationship with Purshe Kaplan Sterling Investments who may receive commissions for certain products, a potential conflict it addresses in its disclosures.

To learn more about the advisors currently working at Commerce 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.