On December 10, 2025, Claris reached $1 billion in assets under management. As we mark this milestone, we want to express our sincere gratitude for the trust our clients have placed in us as stewards of their assets.
We couldn’t have reached this point without the support of the individuals, families, and organizations we serve. We are deeply grateful for the opportunity to work alongside our clients, whether those relationships have spanned months, years, or decades.
We’re looking forward to what’s ahead. Thanks “a billion” for the continued trust placed in Claris Advisors.
How High Net Worth Clients Should Prioritize Retirement Savings Accounts
For high net worth clients, retirement savings is rarely about whether to save—it is about where each next dollar should go. The right sequence can help capture employer contributions, reduce
Scott Iverson
August 31, 2026
