RIA Intel›Advisers›Massachusetts›NEW SHORE FINANCIAL LLC

NEW SHORE FINANCIAL LLC

Advisory

WRENTHAM, MA

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

Rank in MA

#1,409

of 1,590 advisers by AUM

Average account

$467K

across 30 accounts

AUM per adviser

$14M

1 advisers

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

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

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

13 clients

5 high-net-worth

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.

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-79.3% 1Y

NORTHEAST EQUITY RESEARCH INC.

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STARBOARD WEALTH MANAGEMENT, LLC

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