RIA Intel›Advisers›Massachusetts›ESTUARY FINANCIAL LLC

ESTUARY FINANCIAL LLC

Advisory

MA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in MA

#1,408

of 1,590 advisers by AUM

Average account

$2M

across 7 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

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.

NEW SHORE FINANCIAL LLC

$14M

COLLABORATIVE FINANCIAL SOLUTIONS LLC

$14M

GARDINER FINANCIAL, INC.

$14M

033 ASSET MANAGEMENT LLC

$14M

NORTHEAST EQUITY RESEARCH INC.

$14M

STARBOARD WEALTH MANAGEMENT, LLC

$14M

Get the full picture on ESTUARY FINANCIAL LLC

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

Create a free account →See plans