RIA Intel›Advisers›Massachusetts›ANDREW JAMES TAPPARO

ANDREW JAMES TAPPARO

Advisory

TOPSFIELD, MA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,015

of 1,590 advisers by AUM

Average account

$298K

across 313 accounts

AUM per adviser

$93M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$93M

Discretionary %

97.8%

Clients

113

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$93M

Discretionary AUM$91M

Non-Discretionary AUM$2M

Discretionary %97.8%

Total Clients113

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA, ME, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

113 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

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

CONNOLLY FINANCIAL ADVISORS, INC.

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$93M

CLARY FINANCIAL, INC

SO. EASTON, MA

$93M

COMMUNITY FINANCIAL GROUP, INC.

MARLBOROUGH, MA

$93M

-2.8% 1Y

BELMONT FINANCIAL, LLC

$93M

-12.7% 1Y

TILTON ASSET MANAGEMENT

WESTON, MA

$94M

STACIE SKRYZ

NORTH ATTLEBORO, MA

$94M

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