A complete list of active advisors currently associated with Claro Advisors inc.

Warmer can help you find a great advisor at Claro Advisors inc. or one who fits your needs even better.

Claro serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans with discretionary and non‑discretionary investment management, financial planning, retirement plan advisory, and related consulting services. The firm also offers specialized programs and overlays—such as a structured client onboarding model, a portfolio overlay service, assistance establishing digital‑asset accounts through Fidelity Digital Asset Services, and financial institution consulting. Claro’s investment process emphasizes fundamental analysis and a long‑term orientation while allowing tactical reallocations; portfolios typically use mutual funds and ETFs but may include individual equities, options, margin, and other instruments when suitable. The firm describes the use of AI tools in its research and decision processes and offers proprietary strategies (branded Claro Intelligent Strategies™) and personalized indexing and hedged equity approaches for clients who select them. What distinguishes Claro from many peers is that it acts as an adviser to a private pooled vehicle (Claro Bain Technology Opportunities Fund) and manages pooled‑vehicle investments for qualified investors, a capability noted in its brochure and relatively uncommon for similar team firms. The brochure also discloses less common practices for a firm of its size—use of borrowing and derivatives in separately managed accounts, facilitation of non‑purpose loans via a lending platform, multiple retail offices, and the firm’s use of testimonials and third‑party ratings in advertising—alongside institutional relationships with major custodians.

To learn more about the advisors currently working at Claro Advisors inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Claro Advisors inc.'s office locations.