RIA Intel›Advisers›Massachusetts›MORTON FINANCIAL ADVICE, LLC

MORTON FINANCIAL ADVICE, LLC

Advisory

MA

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,340

of 1,590 advisers by AUM

Average account

$141K

across 153 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, MA, NY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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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

21 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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