RIA Intel›Advisers›Massachusetts›INVESTOR RESOURCES INC

INVESTOR RESOURCES INC

Advisory

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in MA

#1,356

of 1,590 advisers by AUM

Average account

$921K

across 20 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

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

20 clients

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.

GROWTH VISION ASSET MANAGEMENT LLC

$18M

SPURR FINANCIAL INVESTMENT SERVICES, LLC

$18M

GILLETTE PHILIP EDWARD

$18M

JOHN L. BOYLE DBA LENNOX FINANCIAL

SWAMPSCOTT, MA

$19M

WADE MANAGEMENT LLC

$18M

STANDARD GROUP HOLDINGS LLC

BOSTON, MA

$19M

-34.1% 1Y

Get the full picture on INVESTOR RESOURCES INC

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

Create a free account →See plans