RIA Intel›Advisers›Massachusetts›SMARTER BEAR LLC

SMARTER BEAR LLC

Advisory

MA

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in MA

#1,150

of 1,590 advisers by AUM

Average account

$1M

across 41 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$21M

Non-Discretionary AUM$29M

Discretionary %41.3%

Total Clients41

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

41 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

LAUNCH FINANCIAL PLANNING, LLC

$50M

STRATFIELD INVESTMENT MANAGEMENT INC

$50M

PRIVATE LINE LLC

$50M

VISTA WAY ADVISORS, LLC

$50M

SOUND VIEW FINANCIAL ADVISORS

$50M

BUFF CAPITAL MANAGEMENT, LLC

$50M

Get the full picture on SMARTER BEAR LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SMARTER BEAR LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans