Get 20–30 hours back a week. See how, live.
Register for our public demoBuild your practice on your terms, with ownership of your client relationships and a team behind you. Claro brings together the technology, support, and resources to help you focus on your clients.
The Claro Intelligent Hub™ brings your core advisor tools into one proprietary platform, with Claire by Claro™, your AI Chief of Staff, built in to help you serve clients better, work more efficiently, and scale your practice.
Keep more of what you earn with 70–85% payouts, no platform fees, lower operating costs, and eligibility for equity options in Claro.
An experienced team handles the operational work behind the scenes, from client service and trading to compliance and IT, giving you more time to focus on clients.
Dedicated sales and marketing resources help you attract qualified prospects, build your brand, and grow your practice when you’re ready.
The Claro Intelligent Hub is our proprietary advisor platform, built to replace the fragmented technology stack advisors have traditionally had to manage.
The Hub includes two of Claro’s most powerful technologies:
Sophisticated investment management across each client’s household.
Your 24/7 AI Chief of Staff, connected to your practice’s data, tools, and context.
Instead of moving between eight or more disconnected systems, you work from one integrated platform designed around the way advisors actually operate. The Hub can replace the core tools advisors use every day:
Claire wasn’t acquired. She wasn’t adapted. She was built from day one for financial advisors — and is integrated throughout the Claro platform.
She connects your client data across custodians, CRM, calendar, communications, portfolios, financial plans, investment policies, and client goals — bringing together the information and context you need to run your practice.
Claire understands your clients, your calendar, your open threads, and how you organize your business. She can see the broader picture: what a client owns, what they are trying to accomplish, how their portfolio is meant to be managed, and what has happened in the relationship over time.
There’s no need to copy and paste information from one system to another, re-explain the context, or start from scratch every time you need help.
Ask Claire in plain language for pre-meeting briefs, follow-up drafts, portfolio summaries, client insights, and more. She’s available whenever you need her.
And you don’t always have to ask. Claire proactively surfaces what matters, when it matters — along with the next action you should consider.
Your client data stays yours — always. Claire is designed to operate within Claro’s secure environment. Client data is handled under Claro’s privacy and information security policies and is not used to train third-party AI models. Claire is a technology tool that supports, not replaces, advisor judgment. Advisors review all outputs and remain responsible for client advice.
The Claro Portfolio Engine gives advisors the tools to define and deliver sophisticated, highly personalized investment management across their entire book — not just their largest relationships.
At the center of the Portfolio Engine is a Household Investment Policy that brings multiple accounts — even across multiple custodians — together under one coordinated investment strategy. Go beyond target allocations to define each household’s tax profile, liquidity plan, investment preferences, and dynamic allocation to risk-mitigation strategies.
The Portfolio Engine then helps put that policy into action across the household — automating much of the portfolio management work that would otherwise require ongoing advisor attention.
Claro is designed to improve both the economics of your practice today and the value you can build over time.
Most Claro advisors receive a 70–85% payout with no platform fees. Claro also subsidizes office space and client service staff, while absorbing or eliminating many costs advisors would otherwise pay themselves, including compliance, IT support, and third-party software.
The result is a stronger net payout. Even advisors coming from 100% payout models can increase their actual take-home income after expenses.
At Claro, you keep your client relationships, your brand, and the economics of the practice you are building.
Higher net income, lower operating costs, and access to technology and growth resources can strengthen cash flow and profitability, helping increase the enterprise value of your practice over time.
Eligible advisors may receive equity options, subject to the terms of Claro’s equity incentive plan and board approval.
As Claro grows, the advisors helping build the firm have the opportunity to participate in that growth.
Claro has its own marketing and sales teams that bring new clients to the firm. We then match each client with the advisor who fits them best, based on the clients you want to serve. By the time we introduce you, they’ve shown interest and completed the first onboarding steps. These aren’t cold leads. They’re people who already want to talk.
Growth Program terms are outlined in your advisor agreement.
Technology does more when people stand behind it. From the day you make the move, Claro’s teams handle the operational work behind the scenes. You get the infrastructure of a large firm without its constraints, so you can stay focused on your clients.
Claro’s model is built to align our success with yours.
You keep ownership of your client relationships, retain the majority of the revenue you generate, and avoid many of the costs that traditionally come with running an independent practice.
At the same time, eligible advisors may receive equity options in Claro.
Our technology has one purpose: help advisors deliver exceptional service to every client. Our advisors shape the roadmap, our R&D team releases new capabilities every week, and the entire platform is designed to make great advice easier to deliver at scale.
Claro surrounds advisors with the people, resources, and infrastructure needed to grow and run a stronger practice.
From transition and onboarding to client service, trading, compliance, technology, and marketing, our teams handle the operational complexity behind the scenes — so advisors can stay focused on clients and growth.
70–85% typical, no platform fees
35–50%, platform fees apply
100% independent — your book, always
Firm-owned client relationships
Eligible advisors may receive equity options in Claro
None
Claire by Claro™ — native, built in-house
Third-party bolt-ons
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% typical, no platform fees
35–50%, platform fees apply
100% independent — your book, always
Firm-owned client relationships
Eligible advisors may receive equity options in Claro
None
Claire by Claro™ — native, built in-house
Third-party bolt-ons
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
Comparison reflects Claro’s general understanding of typical wirehouse arrangements. Terms vary by firm and advisor. Claro figures reflect typical ranges and are not guaranteed.
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 way that aligns with my clients’ interests, at a fair price.
Statements provided by Pat McNamara, Brad Osten, and Paul Litchfield, current investment adviser representatives of Claro Advisors Inc. Brad Osten also serves as Claro’s Head of Platform. Eligible advisors may receive equity options, subject to the terms of Claro’s equity incentive plan and board approval. No compensation was provided for these statements. Their experiences may not be representative of all advisors.
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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