RIA Intel›Advisers›Massachusetts›LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.

LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.

Advisory

MA

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in MA
#1,513
of 1,590 advisers by AUM
Average account
$116K
across 29 accounts
AUM per adviser
$2M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$3M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

SUSTAINABLE INVESTMENT PARTNERS LLC
$3M
ASCEND FINANCIAL LLC
$3M
BISHOP ASSET MANAGEMENT, LLC
BOSTON, MA
$4M
REVERE STREET CAPITAL MANAGEMENT LLC
CAMBRIDGE, MA
$3M
+28.0% 1Y
ESS CAPITAL SERVICES, LLC
$3M
MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
NORTH ANDOVER, MA
$4M
0.0% 1Y

Get the full picture on LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.

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

Create a free account →See plans