RIA Intel›Advisers›Massachusetts›CERES FINANCIAL GROUP, INC.

CERES FINANCIAL GROUP, INC.

Advisory

STOUGHTON, MA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in MA

#1,270

of 1,590 advisers by AUM

Average account

$268K

across 112 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$0

Non-Discretionary AUM$30M

Discretionary %0%

Total Clients62

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA

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

62 clients

11 high-net-worth

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

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