RIA Intel›Advisers›Massachusetts›NAJARIAN FINANCIAL LLC

NAJARIAN FINANCIAL LLC

Advisory

BRAINTREE, MA

Data as of May 26, 2026 · Source: SEC Form ADV

Rank in MA

#1,161

of 1,590 advisers by AUM

Average account

$243K

across 199 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$0

Non-Discretionary AUM$48M

Discretionary %0%

Total Clients105

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

105 clients

10 high-net-worth

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

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