RIA Intel›Advisers›Massachusetts›BATTLE GREEN ADVISORS LLC

BATTLE GREEN ADVISORS LLC

Advisory

MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MA
#1,389
of 1,590 advisers by AUM
Average account
$497K
across 31 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
21
Employees
2

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$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

RHOTOPIA FINANCIAL
MILTON, MA
$15M
FINANCIAL STRATEGIES, LLC
$15M
WEALTHMIND FINANCIAL PLANNING LLC
$15M
FG&G FINANCIAL SERVICES, LLC
DANVERS, MA
$15M
HARBOR POINT CAPITAL MANAGEMENT, LLC
WOBURN, MA
$16M
CLIFTON, ROGER LAMBERT
$15M
-11.5% 1Y

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