RIA Intel›Advisers›Massachusetts›BY THE SQUARE INVESTMENTS LLC

BY THE SQUARE INVESTMENTS LLC

Advisory

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in MA

#1,539

of 1,590 advisers by AUM

Average account

$212K

across 8 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

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

8 clients

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.

CFS FINANCIAL, LLC

SALEM, MA

$2M

WELLFIN360 LLC

$2M

HARTMAN, JEREMY

$2M

NORTH SHORE WEALTH MANAGEMENT

WESTFORD, MA

$2M

PRIORE, MATTHEW COTE

$2M

CURTIN FINANCIAL SERVICES, INC.

BURLINGTON, MA

$2M

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