RIA Intel›Advisers›Massachusetts›BEAUMONT FINANCIAL ADVISORS, LLC

BEAUMONT FINANCIAL ADVISORS, LLC

Advisory

N·NEEDHAM, MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$3.8B

1-Year AUM Growth

+14.1%

3-Year CAGR

—

Employees

15

Assets Under Management

Total AUM$3.8B

Discretionary AUM$2.7B

Non-Discretionary AUM$1.0B

Discretionary %72.8%

Total Clients1,751

Team

Total Employees15

Investment Advisers24

Employee Growth (1Y)-12.5%

Filing History

Total Filings on Record12

First FilingSep 9, 2022

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 4+ 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 BEAUMONT FINANCIAL ADVISORS, LLC

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