RIA Intel›Advisers›Massachusetts›J.M. FORBES & CO. LLP

J.M. FORBES & CO. LLP

Advisory

N·BOSTON, MA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+16.8%

3-Year CAGR

+4.5%

Employees

5

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.7B

Non-Discretionary AUM$2M

Discretionary %99.9%

Total Clients1,021

Team

Total Employees5

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingJan 26, 2001

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on J.M. FORBES & CO. LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.