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CLARO ADVISORS INC.
CRD 160294 · SEC 801-80372
100 HIGH STREET, SUITE 950, BOSTON, MA, 02110, United States
Phone
(800) 604-2838
Fax
(800) 508-1983
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.38B
Team
37 total employees; 18 advisory reps; 22 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersCONSULTING, ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 730 | $271.3M |
| High net worth individuals | 362 | $941.2M |
| Pension/profit sharing plans | 14 | $29.2M |
| Charitable organizations | 7 | $11.8M |
| Corporations/business entities | 10 | $154.2M |
States served
VT, AZ, CA, CO, GA, IL, LA, ME, MD, MA, NJ, NY, NC, OH, PA, RI, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/NDVRCapital/
- https://www.instagram.com/ndvrwealth/
- https://www.instagram.com/ndvrfinancial/
- https://www.instagram.com/ndvrwealth/
- https://www.facebook.com/NDVR-Wealth-Optimization-333968334119363/
- https://www.linkedin.com/company/ndvr-inc/
- https://www.facebook.com/NDVRWealth/
- https://twitter.com/NDVRFinance
- https://www.facebook.com/NDVRFinancial/
- https://twitter.com/Wealthoptimiza1
- https://www.linkedin.com/company/ndvr-finance/
- https://www.instagram.com/ndvrwealthmanagement/
- https://www.instagram.com/ndvrcapital/
- https://www.threads.net/@ndvrwealthoptimization
- https://twitter.com/ndvr_inc
- https://twitter.com/ndvrcorp
- https://www.instagram.com/ndvr_capital/
- https://www.instagram.com/ndvr_wealth/
- https://twitter.com/NDVRinvest
- https://www.facebook.com/NDVRInc/
- https://www.linkedin.com/company/ndvr-wealth/
- https://www.instagram.com/ndvr_finance/
- https://www.instagram.com/ndvrfinance/
- https://www.linkedin.com/company/ndvr-wealth-optimization
- https://twitter.com/ndvrfinancial
- https://www.instagram.com/ndvr_wealth_management/
- https://www.linkedin.com/company/ndvr-wealth/
- https://www.linkedin.com/company/ndvr-capital/
- https://www.linkedin.com/company/ndvr-wealth-management/
- https://www.linkedin.com/company/ndevr-wealth-optimization/
- https://www.instagram.com/ndvrwealthmgmt/
- http://www.taxsavingstrategies.com/
- https://structurednotes.com/
- https://substack.com/@lukeharder
- https://www.jimabbottclaroadvisors.com/
- https://claroadvisorspatrickmcnamara.com/
- https://twitter.com/ndvrwealthmgmt
- https://www.linkedin.com/company/ndvr-financial/
- https://www.instagram.com/ndvrwealthoptimization/
- https://twitter.com/NdvrCapital
- https://www.youtube.com/@claroadvisors2542
- https://www.jimabbottclaroadvisors.com/
- https://www.linkedin.com/company/claro-advisors-llc-/
- HTTP://WWW.FACEBOOK.COM/CLAROADVISORS
- https://www.facebook.com/NDVRFinance/
- https://www.instagram.com/ndvr_wealth_optimization/
- https://ndvr.com/
- https://claroadvisorspatrickmcnamara.com/
- http://www.structurednotes.com/
- HTTP://WWW.CLAROADVISORS.COM
- https://www.youtube.com/channel/UCtFkREU2Aq-DwacdkUfaUaA
- http://www.youtube.com/@claroadvisors724
- https://paullitchfield.claroadvisors.com/
- https://www.facebook.com/mcnamaraclaro/
- http://www.youtube.com/@claroadvisors9148
- https://www.youtube.com/@brandonp.finkcfp3658
- https://www.instagram.com/ndvr_financial/
- https://twitter.com/NdvrWealth
Official SEC filing: View on IAPD