St. Clair Advisors, LLC

St. Clair Advisors, LLC (CRD# 155064) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $488,933,218 in 296 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $1,651,801
Compensation Options
  • A percentage of assets under your management
  • 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)
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.

OH

Financial Advisors at St. Clair Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Craig A. Steinbrink
CRD#: 4345672
6120 Parkland Blvd., Suite 306, Mayfield Heights, OH 44124
100
Wealthminder
score

Craig Steinbrink (CRD# 4345672) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.  

 

St. Clair Advisors is a multi-family office serving the broad financial needs of a select group of wealthy families, successful business owners and corporate executives.  Our services include investment advisory, tax planning/preparation and wealth transfer planning.  

 

Our typical client wants an objective, holistic approach to wealth management - one that integrates income tax preparation and planning with a sophisticated investment strategy and multi-generational estate planning.

2
Ronald E. Bates
CRD#: 2713953
6120 Parkland Blvd, Suite 303, Mayfield Heights, OH 44124
90
Wealthminder
score

Ronald Bates (CRD# 2713953) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Ronald Bates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark A. Mihalik
CRD#: 5951403
6120 Parkland Blvd., Suite 303, Mayfield Heights, OH 44124
90
Wealthminder
score

Mark Mihalik (CRD# 5951403) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Mark Mihalik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David W. Sommer
CRD#: 4648614
6120 Parkland Blvd., Suite 306, Mayfield Heights, OH 44124
88
Wealthminder
score

David Sommer (CRD# 4648614) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.