RIA Intel›Advisers›Massachusetts›EBERSOLE FINANCIAL LLC

EBERSOLE FINANCIAL LLC

Advisory

Data as of Mar 15, 2026 · Source: SEC Form ADV

Rank in MA

#1,058

of 1,590 advisers by AUM

Average account

$616K

across 127 accounts

AUM per adviser

$78M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM

$78M

Discretionary %

90%

Clients

46

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$78M

Discretionary AUM$70M

Non-Discretionary AUM$8M

Discretionary %90%

Total Clients46

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, TX

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

46 clients

32 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.

COPPER BEECH WEALTH MANAGEMENT, LLC

MANSFIELD, MA

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DOUGLAS ADAMS MCCLENNEN

$78M

EMERY PARTNERS, LLC

BOSTON, MA

$78M

THURSTON HALL INVESTMENT RESEARCH, LLC

NEWTON, MA

$78M

CAVACCO, ALFRED, LEO

PLYMOUTH, MA

$77M

STRATEGIC WEALTH MANAGEMENT LLC

SOUTH NATICK, MA

$79M

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