A complete list of active advisors currently associated with St. Clair Advisors, LLC

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

St. Clair Advisors is an independent, practitioner-owned multi-family office that provides integrated wealth management to a selective group of high‑net‑worth families, business owners, and corporate executives. Its brochure lists services including investment advisory, tax planning and compliance, wealth transfer and estate planning, retirement and charitable planning, bill‑pay and family office support. The firm describes an open‑architecture investment approach that blends active and passive strategies and emphasizes broad diversification across traditional and alternative asset classes, including private placements and real assets. Portfolios are constructed to match each client’s risk profile and are overseen by an assigned advisor, with third‑party money managers and independent due‑diligence providers used as needed. Noteworthy aspects relative to peers include a pronounced integration of tax and family office capabilities — the brochure names a Director of Tax and Family Office Services and describes serving as a single point of contact for other professionals and, in some cases, acting as trustee. St. Clair also manages over $1.06 billion with four advisors (resulting in unusually high AUM per advisor), states a $10 million account minimum (waivable), and routinely considers private placements and illiquid alternative allocations in client portfolios.

To learn more about the advisors currently working at St. Clair 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.