RIA Intel›Advisers›Massachusetts›GENERATIONS ADVISORY GROUP, LLC

GENERATIONS ADVISORY GROUP, LLC

Advisory

BRAINTREE, MA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in MA

#1,220

of 1,590 advisers by AUM

Average account

$194K

across 194 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$38M

Discretionary AUM$0

Non-Discretionary AUM$38M

Discretionary %0%

Total Clients202

Team

Total Employees4

Investment Advisers2

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.

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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

202 clients

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

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