RIA Intel›Advisers›Massachusetts›DOUGHERTY PAUL F.

DOUGHERTY PAUL F.

Advisory

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in MA

#1,503

of 1,590 advisers by AUM

Average account

$286K

across 15 accounts

AUM per adviser

$4M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$4M

Discretionary %

100%

Clients

9

Employees

1

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$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

LARCHMONT WEALTH ADVISORS, LLC

$4M

MOMENTUM INVESTMENT MANAGEMENT, LLC

$4M

P2, LLC

$5M

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

BRIDGEWATER, MA

$5M

FONTANA CAPITAL, L.L.C.

WINCHESTER, MA

$4M

-94.4% 1Y

ONE FINANCIAL DESIGN, LLC

$4M

Get the full picture on DOUGHERTY PAUL F.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DOUGHERTY PAUL F. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans