RIA Intel›Advisers›Massachusetts›INVESTMENT ADVISOR ASSOCIATES, INC.

INVESTMENT ADVISOR ASSOCIATES, INC.

Advisory

MA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in MA

#1,222

of 1,590 advisers by AUM

Average account

$531K

across 70 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$30M

Non-Discretionary AUM$7M

Discretionary %80.6%

Total Clients70

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

16 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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PATRIOT MULLARE ASSOCIATES, INC.

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