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CLARO ADVISORS INC.
CRD 160294File 801-80372
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.38B
Non-discretionary $30.9M
Clients
1,123
3,161 accounts
Employees
37
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 8, 2014
- Principal office
- 100 HIGH STREET, SUITE 950, BOSTON, MA, 02110
- Phone
- (800) 604-2838
- Website
- HTTP://WWW.CLAROADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.41B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $30.9M
- Discretionary accounts
- 3,146
- Non-discretionary accounts
- 15
- Total accounts
- 3,161
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $154.2M |
| Charitable organizations | 7 | $11.8M |
| High net worth individuals | 362 | $941.2M |
| Pension and profit sharing plans | 14 | $29.2M |
| Individuals (other than high net worth individuals) | 730 | $271.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 37 | increased by15 |
| Apr 1, 2026 | Clients | 999 | 1,123 | increased by124 |
| Apr 1, 2026 | AUM | $1,283,968,973 | $1,407,659,698 | increased by$123,690,725 |
| Apr 1, 2026 | Accounts | 3,371 | 3,161 | decreased by210 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 759 | 999 | increased by240 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $762,994,415 | $1,283,968,973 | increased by$520,974,558 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,115 | 3,371 | increased by1,256 |
| Apr 1, 2022 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2022 | Clients | 626 | 759 | increased by133 |
| Apr 1, 2022 | AUM | $588,342,547 | $762,994,415 | increased by$174,651,868 |
| Apr 1, 2022 | Accounts | 1,733 | 2,115 | increased by382 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARO ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARO ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.