This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-2012
- Office Locations
- 8
Office Locations
About Claro Advisors Inc.
Claro Advisors is an independent, SEC-registered RIA in Boston providing goals-based wealth management and financial planning for individuals and families, including support around liquidity events, business sales, retirement, estate and tax planning, and divorce. The firm uses open-architecture portfolios (no proprietary products) and states it does not accept fees from investment managers. Team insights have been featured in outlets including WSJ, Barron’s, and Investopedia.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN SCOTT BELANGER
Advisor, MANAGING PRINCIPAL
- CRD
- #4846843
- Ownership
- 75% or more
JENNIFER COLLIER STREET
Advisor, Chief Compliance Officer, CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- #4914254
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES WILLIAM ABBOTT
Wealth Advisor
- CRD
- #4927658
MICHAEL JOHN COONEY
Wealth Advisor
- CRD
- #1330390
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,376,745,142 | $437,618 |
| Non-Discretionary | $30,914,556 | $2,060,970 |
| Total | $1,407,659,698 | $445,321 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing