Claire Thornton
Investment Adviser Representative at Avise Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Claire Thornton is an investment adviser representative with Avise Financial in Scottsdale, AZ, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 5 firms, including Apella Wealth and Inspired Financial. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and California.
Registrations & licenses
- Investment adviser:
- Arizona, California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 – Jul 2017Pennington, NJ
- The Strategic Financial AllianceJun 2018 – Mar 2020Atlanta, GA
- Merrill Lynch, Pierce, Fenner & SmithJul 2017 – Jun 2018Philadelphia, PA
- Carnegie Wealth Management, LLCJun 2018 – Mar 2020Exton, PA
- Inspired FinancialApr 2020 – Nov 2023Huntington Beach, CA
- Apella Capital, LLCJul 2023 – Dec 2025West Hartford, CT
- Avise Financial Cooperative, Inc.Jan 2026 – no end date reportedLos Angeles, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avise Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning covering areas such as generational care, student loans, travel and cultural experience savings, home buying, small business financial guidance, investing, family planning, lifestyle maximization, and spending plans.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-131992
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 22, 2026
View full firm profileOther advisors at Avise Financial
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Claire Thornton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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