RIA Intel›Advisers›Massachusetts›GLEN R. MACNEIL, CFA

GLEN R. MACNEIL, CFA

Advisory

MA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MA

#1,163

of 1,590 advisers by AUM

Average account

$465K

across 104 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

66 clients

26 high-net-worth

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.

$48M

NAJARIAN FINANCIAL LLC

$48M

THE MONTGOMERY FINANCIAL GROUP, INC.

$48M

HARMONY WEALTH PARTNERS LLC

$48M

SMITH RAPACZ, LLC

$49M

CLEARVUE ADVISORS LLC

$48M

Get the full picture on GLEN R. MACNEIL, CFA

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

Create a free account →See plans