RIA Intel›Advisers›New Hampshire›ROBBINS FARLEY LLC

ROBBINS FARLEY LLC

Advisory

N·BEDFORD, NH

Data as of Mar 21, 2026 · Source: SEC Form ADV

Total AUM

$253M

1-Year AUM Growth

+36.4%

3-Year CAGR

+7.7%

Employees

4

Assets Under Management

Total AUM$253M

Discretionary AUM$253M

Non-Discretionary AUM$131K

Discretionary %99.9%

Total Clients246

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record21

First FilingMar 12, 2020

Latest FilingMar 21, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ROBBINS FARLEY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.