RIA Intel›Advisers›Massachusetts›CONNOLLY FINANCIAL ADVISORS, INC.

CONNOLLY FINANCIAL ADVISORS, INC.

Advisory

NORTH ANDOVER, MA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in MA

#1,016

of 1,590 advisers by AUM

Average account

$342K

across 273 accounts

AUM per adviser

$93M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$93M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$93M

Discretionary AUM$0

Non-Discretionary AUM$93M

Discretionary %0%

Total Clients125

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, PA

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

125 clients

46 high-net-worth

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

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