RIA Intel›Advisers›Massachusetts›GARDINER FINANCIAL, INC.

GARDINER FINANCIAL, INC.

Advisory

MA

Data as of Feb 14, 2026 · Source: SEC Form ADV

Rank in MA
#1,411
of 1,590 advisers by AUM
Average account
$424K
across 33 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 14, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
8
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$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

COLLABORATIVE FINANCIAL SOLUTIONS LLC
BROOKLINE, MA
$14M
NEW SHORE FINANCIAL LLC
WRENTHAM, MA
$14M
ESTUARY FINANCIAL LLC
$14M
033 ASSET MANAGEMENT LLC
WALTHAM, MA
$14M
-79.3% 1Y
NORTHEAST EQUITY RESEARCH INC.
$14M
INTEGRITY ADVISORS LLC
BURLINGTON, MA
$14M

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