RIA Intel›Advisers›Massachusetts›EATON VANCE WATEROAK ADVISORS

EATON VANCE WATEROAK ADVISORS

Advisory

N·BOSTON, MA

Data as of Mar 31, 2022 · Source: SEC Form ADV

Total AUM

$14.6B

1-Year AUM Growth

+40.8%

3-Year CAGR

+37.1%

Employees

27

Assets Under Management

Total AUM$14.6B

Discretionary AUM$13.7B

Non-Discretionary AUM$869M

Discretionary %94%

Total Clients—

Team

Total Employees27

Investment Advisers67

Employee Growth (1Y)—

Filing History

Total Filings on Record64

First FilingJul 1, 2004

Latest FilingMar 31, 2022

🔒 Full AUM trend chart and 64 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EATON VANCE WATEROAK ADVISORS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.