RIA Intel›Advisers›Massachusetts›MS FINANCIAL SERVICES, LLC

MS FINANCIAL SERVICES, LLC

Advisory

READING, MA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in MA

#1,178

of 1,590 advisers by AUM

Average account

$260K

across 173 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

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

90 clients

15 high-net-worth

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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