Our all-in-one platform empowers you to do less of the busy work and more of your best work.
— America’s Top Financial Advisory Firms 2026 Ranking published in conjunction with Newsweek and prepared by Plant-A Insights Group LLC using publicly available SEC data as of September 2025. Editorial recognition only; not an endorsement. No compensation was paid. Past recognition is not indicative of future results.
Our proprietary technology and qualified leads allow our advisors to earn more, grow more and scale more.
No platform subscription fees. No hidden charges. We offer a higher effective payout than other venture-backed platforms.
We invest in dedicated marketing and sales teams to deliver qualified, capital-ready leads that efficiently grow your business.
Claro Intelligence anticipates your needs and streamlines operations.
Investments and goals stay aligned with each client's evolving life.
Dedicated resources for growth, plus complete operational support.
Maintain full ownership of your business and earn equity in Claro, all with a dedicated team providing the support you need to thrive.
In Our Advisors' Words
After almost 20 years inside a large wire house, I saw how firm constraints—not client needs—too often dictated advice. I chose Claro because independence allows me to better serve clients, build a more differentiated and competitive practice with solutions unavailable at wire houses, and gain the professional and personal freedom that comes with greater control and compensation.
I began my career at a large asset manager, earning my licenses and CFP® certification before setting out to build my own advisory practice. I chose Claro for its technology platform and Growth Program, which have enabled me to build an independent, fiduciary practice with dozens of ideal clients. The scalability of Claro’s technology allows me to focus my time on advice and client outcomes, while confidently growing a durable, modern practice.
I came to Claro for autonomy over my business and clients. I was looking for a place where I would not be subject to a non-compete or non-solicit. I was not interested in a model that told me how to manage my client relationships. By maintaining control of my business, I can provide top notch service to my clients in a conflict-free way, at a fair price.
These testimonials were provided by Pat McNamara, Brad Osten, and Paul Litchfield, current advisors of Claro Advisors Inc. No compensation was provided for this testimonial. Their experience may not be indicative of all advisor experiences.
Schedule a time, and let’s talk about how you can earn more, grow more and scale your business.
