RIA Intel›Advisers›Massachusetts›SHRIER ASSOCIATES, LLC

SHRIER ASSOCIATES, LLC

Advisory

MA

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in MA

#1,040

of 1,590 advisers by AUM

Average account

$270K

across 318 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$86M

Discretionary AUM$57M

Non-Discretionary AUM$29M

Discretionary %66.4%

Total Clients160

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NC, NH, TX, VA

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

160 clients

52 high-net-worth

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

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