Claris Financial LLC, an independent hybrid RIA with $150 million in advisory and brokerage client assets, has joined the broker-dealer and hybrid RIA custodial platforms of Triad Advisors Inc., an independent broker-dealer based in Atlanta, Triad announced Monday.
Founded in 2009 and based near Richmond, Va., Claris Financial provides financial planning and comprehensive fee- and brokerage-based wealth management services to mass affluent and high-net-worth retail investors with a focus on the Mid-Atlantic states.
The four principals of Claris Financial—John Paxton, president and managing director; and wealth managers Daniel F. Murphy, Christopher Farver and Aaron Gibbs—will continue to lead the firm.