RIA Intel›Advisers›Massachusetts›ENCORE INVESTMENT ADVISORS, LLC

ENCORE INVESTMENT ADVISORS, LLC

Advisory

MA

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

Rank in MA

#1,195

of 1,590 advisers by AUM

Average account

$513K

across 82 accounts

AUM per adviser

$42M

1 advisers

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

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$40M

Non-Discretionary AUM$2M

Discretionary %95.2%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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.

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.

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Owners & Officers

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

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Client Demographics

34 clients

23 high-net-worth

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

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