Claro Advisors Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,123
- Avg AUM / client
- $1.3M
- Accounts
- 3,161
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 730 | $271M | 19.3% |
| High net worth individuals | 362 | $941M | 66.9% |
| Pension and profit sharing plans | 14 | $29.2M | 2.08% |
| Charitable organizations | 7 | $11.8M | 0.84% |
| Corporations and other businesses | 10 | $154M | 11.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $2.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Claro Bain Technology Opportunities Fund feeder | Other Private Fund | Delaware | $2.0M | 17 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Scott Belanger | Managing Principal | CFP | Jan 2012 (15y) | 75% or more |
| Jennifer Collier Street | Managing Director, Chief Operating Officer, And Chief Compliance Officer | Jul 2014 (12y) | Less than 5% | |
| Dana Christian Rowen | Registered representative | Feb 2012 (14y) | ||
| Michael John Kurkulonis | Registered representative | Sep 2012 (14y) | ||
| Michael Edward Mullin | Registered representative | CFA | Nov 2016 (10y) | |
| James William Abbott | Registered representative | Oct 2017 (9y) | ||
| Paul M Litchfield | Registered representative | Mar 2018 (8y) | ||
| Patrick Alfred Mcnamara | Registered representative | CFP | Nov 2019 (7y) | |
| Brandon Fink | Registered representative | CFP | Sep 2021 (5y) | |
| Jared Joseph Gagne | Registered representative | Nov 2022 (4y) | ||
| Michael John Cooney | Registered representative | Jan 2023 (4y) | ||
| Nicholas Mannuel Desousa | Registered representative | Feb 2025 (1y) | ||
| Luke Matthew Harder | Registered representative | CFP | Apr 2025 (1y) | |
| William Heron | Registered representative | Apr 2025 (1y) | ||
| Anna Nicastro | Registered representative | CFP | Jul 2025 (1y) | |
| Nicholas Edward Nowak | Registered representative | Jul 2025 (1y) | ||
| Braden Farley Osten | Registered representative | CFP CFA | Jan 2026 (1y) | |
| Joseph Porter Waitkevich | Registered representative | Jun 2026 (0y) | ||
| Brett Darren Frascati | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $2.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Claro Bain Technology Opportunities Fund | Other Private Fund | $2.0M | $200K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (78% of AUM) Jun 2026
- Charles Schwab & Co. $282M (20% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗