RIA Intel›Advisers›Massachusetts›DEDHAM BUSINESS SERVICES ASSOCIATES

DEDHAM BUSINESS SERVICES ASSOCIATES

Advisory

DEDHAM, MA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in MA

#1,087

of 1,590 advisers by AUM

Average account

$530K

across 126 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients126

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

126 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.

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$67M

US ADVISORY GROUP LLC

$66M

CIO WEALTH MANAGEMENT, INC.

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