RIA IntelAdvisersMassachusettsABRAHAM, ROBERT RALPH JR

ABRAHAM, ROBERT RALPH JR

Advisory

MA

Data as of Aug 7, 2026 · Source: SEC Form ADV

Rank in MA
#1,471
of 1,590 advisers by AUM
Average account
$388K
across 19 accounts
AUM per adviser
$7M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM
$7M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$7M
Discretionary AUM$6M
Non-Discretionary AUM$1M
Discretionary %84.5%
Total Clients19
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

ALPHA PENSION GROUP, INC.
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$8M
0.0% 1Y
SAPERS & WALLACK ADVISORS, INC.
CAMBRIDGE, MA
$7M
CHERRYWOOD PRIVATE CAPITAL, LLC
$7M
PIONEER FINANCIAL, INC.
SOUTH HADLEY, MA
$8M
SUMMIT PARTNERS IV, L.P.
BOSTON, MA
$7M
+24.0% 1Y
CCR WEALTH MANAGEMENT, LLC
WESTBOROUGH, MA
$7M
-72.0% 1Y

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