RIA IntelAdvisersMassachusettsMURRAY FINANCIAL ADVISORS LLC

MURRAY FINANCIAL ADVISORS LLC

Advisory

TYNGSBORO, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MA
#1,091
of 1,590 advisers by AUM
Average account
$368K
across 177 accounts
AUM per adviser
$65M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$65M
Discretionary %
100%
Clients
52
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

TOP O THE HILL CO LLC
$65M
-39.0% 1Y
MIDWOOD CAPITAL MANAGEMENT, LLC
BOSTON, MA
$65M
CIO WEALTH MANAGEMENT, INC.
SUDBURY, MA
$66M
US ADVISORY GROUP LLC
BEVERLY, MA
$66M
-54.1% 1Y
ROMAN RETIREMENT PLANNING, LLC
MASHPEE, MA
$66M
WELLESLEY FINANCIAL ARCHITECTS INC
WELLESLEY, MA
$64M
0.0% 1Y

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