RIA Intel›Advisers›Massachusetts›IMPACT ADVISORS GROUP LLC

IMPACT ADVISORS GROUP LLC

Advisory

MA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in MA

#1,063

of 1,590 advisers by AUM

Average account

$780K

across 98 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$76M

Discretionary AUM$71M

Non-Discretionary AUM$6M

Discretionary %92.3%

Total Clients98

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, MA, NJ, PA, 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

98 clients

21 high-net-worth

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

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