RIA Intel›Advisers›Massachusetts›MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

Advisory

CHELMSFORD, MA

Data as of Feb 10, 2025 · Source: SEC Form ADV

Rank in MA

#1,174

of 1,590 advisers by AUM

Average account

$186K

across 246 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2025.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients247

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, NH

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

247 clients

11 high-net-worth

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.

THE COLONY GROUP OF NAPLES, LLC

$46M

BOSTON INVESTMENT ADVISERS, INC.

$46M

ESSEX CAPITAL MANAGEMENT, LLC

$46M

SEAPORT GLOBAL ADVISORS, LLC

$46M

JAMES HORTON, LLC

$45M

BARRETT CAPITAL PARTNERS LLC

$45M

Get the full picture on MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

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

Create a free account →See plans