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SOUND VIEW FINANCIAL ADVISORS

Advisory

WALPOLE, MA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in MA

#1,147

of 1,590 advisers by AUM

Average account

$262K

across 191 accounts

AUM per adviser

$17M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients107

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, TX

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

107 clients

14 high-net-worth

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

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

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