Claro Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 30, 2026, reports $1.4B in regulatory assets under management, 37 employees, 6 offices, and 3,161 accounts.
Assets Under Management
$1.4B
Employees
37
Offices
6 offices
Total Clients
1,123
Primary office
BOSTON, MA
100 HIGH STREET, SUITE 950, BOSTON, MA, United States
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
730
2
HNWI
32.2%
362
3
Pension Plans
1.2%
14
4
Corporations
0.9%
10
5
Charitable
0.6%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 30, 2026
Discretionary97.8%
$1.4B
98% of total RAUM97.8%
Non-discretionary2.2%
$31M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts3,161
10Y AUM Change+$1.2B (+658.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee30:1
10Y Employee Change+30 (+428.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.