RIA Intel›Advisers›Massachusetts›DJG FINANCIAL SERVICES, INC.

DJG FINANCIAL SERVICES, INC.

Advisory

EAST WEYMOUTH, MA

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

Rank in MA

#1,008

of 1,590 advisers by AUM

Average account

$304K

across 313 accounts

AUM per adviser

$32M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$95M

Discretionary %

98%

Clients

216

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$95M

Discretionary AUM$93M

Non-Discretionary AUM$2M

Discretionary %98%

Total Clients216

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCT, 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

216 clients

27 high-net-worth

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.

HELLMAN JORDAN MANAGEMENT CO INC

QUINCY, MA

$95M

+5.5% 1Y

INTERINVEST CORP INC

BOSTON, MA

$95M

+5.3% 1Y

H.C. WAINWRIGHT & CO., INC.

BOSTON, MA

$95M

0.0% 1Y

MASSEY, JOSHUA ALAN

$94M

+11.7% 1Y

CONGRESS CAPITAL PARTNERS, LLP

BOSTON, MA

$96M

+45.6% 1Y

STACIE SKRYZ

NORTH ATTLEBORO, MA

$94M

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