Full independence, a 70–85% payout with no platform fees, and an AI Chief of Staff who handles everything that isn’t client 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 growth resources are designed to support advisors as they earn more, grow more, and scale more — without giving up independence.
Claire by Claro™ Intelligence wasn’t acquired. She wasn’t adapted. She was built from day one by advisors who knew exactly what was missing.
She connects your client data across custodians, CRM, calendar, and communications — validates it, enriches it, and surfaces what matters most at the right moment. Every insight comes with a clear next action.
She knows your clients, your calendar, your open threads, and what’s coming up. Ask her in plain language — pre-meeting briefs, follow-up drafts, portfolio summaries, client insights. One click from your dashboard.
Your client data stays yours — always. Claire by Claro™ Intelligence operates within your practice’s secure environment and never shares or exposes client information outside of it.
When you join Claro, you keep your clients, your brand, your relationships. What you gain is everything that makes independence actually work — a platform, a team, and technology that most advisors spend years trying to cobble together on their own.
Advisors at Claro earn equity in the firm from day one. You get more options each year you stay partnered with us. When Claro grows, the people who built it share in that growth. No one else in this space is doing it this way.
Book transitions in as little as 3 business days. And your payout — 70–85% on average, no platform fees — reflects what independence should actually look like.
No platform subscription fees. No hidden charges. We offer a competitive payout of 70–85% on average, structured to align incentives and support advisor growth.
We invest in dedicated marketing and sales teams to deliver pre-qualified, interest-confirmed prospects aligned with your target profile. Not cold leads. The people we introduce to your practice already want to talk.
Claire by Claro™ lives in the Claro Intelligent Hub. So does every client data source you rely on — Fidelity, Schwab, Redtail, Outlook, and more — organized into households and surfaced by AI before you even ask.
The Hub pulls from the systems you’re already using — no manual setup, no copy-pasting data. Everything is organized the way your practice is structured.
Most advisors are forced to choose between sophistication and scale. Claro eliminates that tradeoff.
Claro Intelligence™ is our proprietary portfolio technology — built to deliver personalized, institutional-grade portfolios across your entire book. Backed by a dedicated trading and operations team, we automate the complexity so you can focus on what matters: advising.
The Portfolio Lab is where custom strategies come to life. Custom portfolios built to your exact specs. Dynamic financial plans that adjust as goals change. Household operations that simplify complexity instead of adding to it.
This is what it looks like when technology was built for advisors who refuse to compromise.
Technology does more when people stand behind it. Claro’s institutional trading and operations team works alongside every advisor on the platform — compliance, billing, back-office support — the infrastructure of a large firm, without the constraints of one.
70–85% avg, no platform fees
35–50%, platform fees apply
100% independent — your book, always
Firm-owned clients
You earn ownership in Claro
None
Claire by Claro™ — native, built in-house
Third-party bolt-ons, if at all
As little as 3 business days
Weeks to months
Dedicated ops, compliance & trading team
Shared service centers
Claro Intelligence™ — proprietary
Off-the-shelf models
Pre-qualified, interest-confirmed prospects
Cold leads or none
70–85% avg, no platform fees
35–50%, platform fees apply
100% independent — your book, always
Firm-owned clients
You earn ownership in Claro
None
Claire by Claro™ — native, built in-house
Third-party bolt-ons, if at all
As little as 3 business days
Weeks to months
Dedicated ops, compliance & trading team
Shared service centers
Claro Intelligence™ — proprietary
Off-the-shelf models
Pre-qualified, interest-confirmed prospects
Cold leads or none
70–85% avg, no platform fees
35–50%, platform fees apply
100% independent — your book, always
Firm-owned clients
You earn ownership in Claro
None
Claire by Claro™ — native, built in-house
Third-party bolt-ons, if at all
As little as 3 business days
Weeks to months
Dedicated ops, compliance & trading team
Shared service centers
Claro Intelligence™ — proprietary
Off-the-shelf models
Pre-qualified, interest-confirmed prospects
Cold leads or none
70–85% avg, no platform fees
35–50%, platform fees apply
100% independent — your book, always
Firm-owned clients
You earn ownership in Claro
None
Claire by Claro™ — native, built in-house
Third-party bolt-ons, if at all
As little as 3 business days
Weeks to months
Dedicated ops, compliance & trading team
Shared service centers
Claro Intelligence™ — proprietary
Off-the-shelf models
Pre-qualified, interest-confirmed prospects
Cold leads or none
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.
Advisors who join Claro don’t just get technology. They get a team that built it, improves it, and stands behind it — so they can focus on the clients who count on them. See what’s possible. Let’s talk.
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