CLARO ADVISORS INC.
SEC RegisteredYou've Worked Hard to Build Wealth - We Help You Keep It.
About the firm
Claro Advisors is an independent investment advisory firm founded by former Morgan Stanley Advisors. The firm offers innovative investment and tax strategies, with deep expertise in structured notes and AI-powered tax optimization, operating as fiduciaries focused on preserving wealth and securing retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Protective investing solutions including structured notes (institutional-grade strategies designed to provide more protection and income than traditional stocks or bonds), and tax optimization services including an AI-powered tax return review to uncover opportunities to reduce tax bills and improve after-tax returns.
Who they serve
High-earners, retirees, and pre-retirees who expect more than the standard approach.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 730 | $271M |
| High Net Worth Individuals | 362 | $941M |
| Charitable Organizations | 14 | $29M |
| State/Municipal Entities | 7 | — |
22 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLARO ADVISORS INC. 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 the SEC or FINRA websites before making any decision.
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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