RIA Intel›Advisers›Massachusetts›BAY COLONY ADVISORY GROUP, INC.

BAY COLONY ADVISORY GROUP, INC.

Advisory

N·CONCORD, MA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+20.2%

3-Year CAGR

+23.1%

Employees

30

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$55M

Discretionary %96.2%

Total Clients2,433

Team

Total Employees30

Investment Advisers36

Employee Growth (1Y)+18.2%

Filing History

Total Filings on Record45

First FilingApr 29, 2016

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BAY COLONY ADVISORY GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.