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GREENWAY FINANCIAL ADVISORS LLC

Advisory

BURLINGTON, MA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in MA

#974

of 1,590 advisers by AUM

Average account

$397K

across 270 accounts

AUM per adviser

$54M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$107M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$107M

Discretionary AUM$107M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, NH

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

77 clients

33 high-net-worth

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

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

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