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FINIVI INC.

Advisory

N·WESTBOROUGH, MA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM

$308M

1-Year AUM Growth

+13.3%

3-Year CAGR

+5.8%

Employees

8

Assets Under Management

Total AUM$308M

Discretionary AUM$285M

Non-Discretionary AUM$23M

Discretionary %92.5%

Total Clients673

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingJan 18, 2018

Latest FilingMar 5, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 8+ 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 FINIVI INC.

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