# Claro Advisors

Claro Advisors is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** claroadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/claro-advisors-inc

## Regulatory record

- **CRD number:** 160294
- **SEC file number:** 801-80372
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160294

## About

Claro Advisors is an SEC-registered investment adviser in Boston, MA, registered since 2014. The firm manages $1.4 billion in regulatory assets and $1.4 billion on a discretionary basis. It has 37 employees and 18 investment advisers.

## Questions

### Is Claro Advisors a fiduciary?

Claro Advisors operates as a registered investment advisor (RIA), which legally obligates it to adhere to the fiduciary standard. This means the firm must put client interests ahead of its own, disclosing conflicts and avoiding compensation structures that reward inappropriate advice. Many of its peers in the Boston market operate under the less stringent broker-dealer suitability standard, making this a meaningful structural distinction.

### What is the minimum asset threshold to become a client of Claro Advisors?

Claro Advisors has not publicly disclosed a formal minimum investable asset threshold, which is common among mid-sized RIAs that evaluate client fit on a case-by-case basis. In practice, Boston-based wealth managers with a similar profile often require $500,000 to $1 million in investable assets to fully implement their multi-asset-class strategies.

### Who owns Claro Advisors?

Ownership details for Claro Advisors are not broadly disseminated, but the firm's independent RIA structure and lack of a disclosed parent entity suggest it remains founder-owned or internally held by its senior advisors. This contrasts with consolidation trends in the RIA space, where private equity platforms have been acquiring firms throughout New England.

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Last updated: 2026-06-03T20:00:00.000Z

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