What departments does Claro Advisors have?

Claro Advisors has employees across 7 departments including Operations, Business Development, Finance, Marketing, Travel.

What is the largest department at Claro Advisors?

The largest department at Claro Advisors is Finance with 6 employees.

Where are Claro Advisors employees located globally?

Claro Advisors has employees across 2 continents and 2 countries including Hungary, United States Of America.

How has Claro Advisors's team size changed over time?

Claro Advisors's team has grown from approximately 20 to 34 employees based on available data.

Claro Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Claro Advisors, Inc. is a financial services firm based in Boston, Massachusetts, that operates as a registered investment adviser with the U.S. Securities and Exchange Commission. It combines goals-based financial planning with technology designed to support its advisors in generating deeper insights and tailored strategies. The firm emphasizes simplifying clients’ finances to help them pursue a wealthier life, rather than presenting complex products.

The firm serves individuals seeking structured, personalized financial planning and advice, obtaining necessary background information from clients before offering individualized recommendations. Positioned as a small- to mid-sized player in the financial services industry, Claro operates from its Boston base. In February 2026, the firm announced the launch of an AI-native wealth management platform aimed at boosting advisor efficiency and improving service to clients.

Claro Advisors Global Highlights

North America
63

United States Of America
63

Europe
1

Hungary
1

Claro Advisors's Leadership

M. M.
Chief Market Strategist
Mobile Phone
Email
J. A.
Vice President & Wealth Advisor
Mobile Phone
Email
J. H. C.
Vice President Of Business Development
Mobile Phone
Email
W. M.
Vice President Of The High Net Worth Team
Mobile Phone
Email
B. O.
Head Of Platform
Mobile Phone
Email
J. S.
Head Of Wealth Operations
Mobile Phone
Email
N. L.
Head Of People
Mobile Phone
Email
R. W.
Head Of Advanced Planning For Brandon Fink, Cfp® Aep®
Mobile Phone
Email

Claro Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Finance
Business Development
Community & Social Services

Contact profiles from Claro Advisors

Name

Title

Contact Info

Location

Last Update

M. S.
Executive Chairman
Mobile Phone
Email
United StatesMassachusetts
May 11, 2026
R. B.
Founder
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2025
R. B. C.
Managing Principal And Founder
Mobile Phone
Email
Apr 13, 2026
B. P. F.
Senior Vice President
Mobile Phone
Email
United StatesMassachusetts
Apr 21, 2025
M. M.
Chief Market Strategist
Mobile Phone
Email
United StatesMassachusetts
Jan 21, 2025
B. O.
Head Of Platform
Mobile Phone
Email
United StatesMassachusetts
Mar 25, 2026
J. A.
Vice President & Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 14, 2025
J. S.
Head Of Wealth Operations
Mobile Phone
Email
United StatesMassachusetts
Apr 17, 2026
J. H. C.
Vice President Of Business Development
Mobile Phone
Email
United StatesMassachusetts
Apr 21, 2026
N. L.
Head Of People
Mobile Phone
Email
United StatesMassachusetts
Mar 20, 2026

Frequently Asked Questions

What is Claro Advisors known for?

Claro Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 100 High Street Suite 950 Boston, Massachusetts 02110 United States; you can contact the main corporate office by phone at

+1-617-379-****

. Explore Claro Advisors's company overview page for more information.

What is Claro Advisors's most common email format?

Claro Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Claro Advisors email formats with LeadIQ.

How many employees does Claro Advisors have currently?

Claro Advisors has approximately 44 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Claro Advisors's key employees and leadership?

As of June 2026, Claro Advisors's key employees include:

Chief Market Strategist: M. M.
Vice President & Wealth Advisor: J. A.
Vice President Of Business Development: J. H. C.
Vice President Of The High Net Worth Team: W. M.
Head Of Platform: B. O.

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Claro Advisors Employee Directory

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