Claris Financial, LLC

Claris Financial, LLC (CRD# 168503) is a financial advisory firm headquartered in Glen Allen, VA. They manage $107,449,000 in 551 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $195,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, TX, VA

Financial Advisors at Claris Financial, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Appaiah M. Ballachanda
CRD#: 4839449
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

Appaiah Ballachanda (CRD# 4839449) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 9 years of experience in the finance industry.

2
Richard L. Clary
CRD#: 4585803
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

Richard Clary (CRD# 4585803) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 14 years of experience in the finance industry.

3
Carl B. Dickson Jr.
CRD#: 2625231
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

Carl Dickson Jr. (CRD# 2625231) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 22 years of experience in the finance industry.

4
Aaron S. Gibbs
CRD#: 5417190
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

Aaron Gibbs (CRD# 5417190) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 10 years of experience in the finance industry.

5
Gordon C. Graham
CRD#: 1041356
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

Gordon Graham (CRD# 1041356) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 35 years of experience in the finance industry.

6
John F. Paxton
CRD#: 2844197
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

John Paxton (CRD# 2844197) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 20 years of experience in the finance industry.

7
Steven G. White
CRD#: 5381460
4551 Cox Road, Suite 220, Glen Allen, VA 23060
93
Wealthminder
score

Steven White (CRD# 5381460) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 10 years of experience in the finance industry.

8
Timothy A. Nitz
CRD#: 1386947
4551 Cox Road, Suite 220, Glen Allen, VA 23060
83
Wealthminder
score

Timothy Nitz (CRD# 1386947) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 32 years of experience in the finance industry.

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