RIA Intel›Advisers›Massachusetts›RAY TROMBLEY ASSOCIATES, LLC

RAY TROMBLEY ASSOCIATES, LLC

Advisory

WILBRAHAM, MA

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in MA

#1,051

of 1,590 advisers by AUM

Average account

$190K

across 429 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$81M

Discretionary %

100%

Clients

223

Employees

4

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$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients223

Team

Total Employees4

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, FL, MA, ME, VT

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

223 clients

17 high-net-worth

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

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