RIA Intel›Advisers›Massachusetts›MTW COMPANIES LLC

MTW COMPANIES LLC

Advisory

MA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in MA

#1,399

of 1,590 advisers by AUM

Average account

$151K

across 97 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, 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

96 clients

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

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Advisers of similar size in MA

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

HARVEST MANAGEMENT INC

$15M

HENNESSY, BRIAN GARRETT

$15M

COLLINS, FRANCIS E.

NORTHAMPTON, MA

$15M

CATHERINE DEE RYAN

$15M

SHANNON INVESTMENT MANAGEMENT LLC

$14M

ACCESS FINANCIAL PLANNING, LLC

NEWBURYPORT, MA

$14M

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