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CLARO ADVISORS INC.

BOSTON, MA · CRD 160294 · IAPD ↗ · (800) 604-2838

$1.41BRegulatory AUM
18Advisory reps
37Employees
22Clients
51-100Planning clients
1Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — CLARO ADVISORS INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2026 — CLARO ADVISORS INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
February 2026 — CLARO ADVISORS INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — CLARO ADVISORS INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
December 2025 — CLARO ADVISORS, LLC is now doing business as CLARO ADVISORS INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
30
April 2025 — CLARO ADVISORS, LLC changed its website from claroadvisorspatrickmcnamara.com to jimabbottclaroadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — CLARO ADVISORS, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — CLARO ADVISORS, LLC reported RAUM up 26% ($1.02B -> $1.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — CLARO ADVISORS, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2024 — CLARO ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — CLARO ADVISORS, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — CLARO ADVISORS, LLC crossed $1B in regulatory AUM ($787.3M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.