RIA Intel›Advisers›Massachusetts›MONTANARI FINANCIAL ADVISORS INC.

MONTANARI FINANCIAL ADVISORS INC.

Advisory

MA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in MA

#1,236

of 1,590 advisers by AUM

Average account

$312K

across 114 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

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.

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Owners & Officers

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

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Client Demographics

56 clients

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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DORFMAN VALUE INVESTMENTS LLC

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CRIMSON VENTURES, LTD.

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