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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-27-2012
- Office Locations
- 9
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.
Reported data analysis
What the numbers show
Between November 17, 2025 and July 27, 2026, reported AUM increased 9.6%, from $1.3B to $1.4B.
Across 5 reported observations, AUM increased 84.5% between April 6, 2022 and July 27, 2026, from $763.0M to $1.4B.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 18 advisory representatives and 1,145 clients, or 63.6 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 9 reported office locations and 14 years in operation. The source data was last updated on October 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Claro Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN SCOTT BELANGER
Advisor, Chief Executive Officer
- CRD
- #4846843
- Ownership
- 50% but less than 75%
Benedict Brian
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JAMES WILLIAM ABBOTT
Wealth Advisor
- CRD
- #4927658
MICHAEL JOHN COONEY
Wealth Advisor
- CRD
- #1330390
Showing 2 of 23 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 |
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Separately Managed Accounts
SMA allocation detail is available
Claro Advisors Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Claro Advisors Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.