RIA Intel›Advisers›Massachusetts›STATERA FINANCIAL, LLC

STATERA FINANCIAL, LLC

Advisory

WALPOLE, MA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in MA

#1,100

of 1,590 advisers by AUM

Average account

$204K

across 304 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$62M

Discretionary %

70.9%

Clients

301

Employees

3

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$62M

Discretionary AUM$44M

Non-Discretionary AUM$18M

Discretionary %70.9%

Total Clients301

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, RI

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

301 clients

12 high-net-worth

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

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Advisers of similar size in MA

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

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MARTULA, DAVID T.

$62M

ABERDEEN AMERICA INC.

BOSTON, MA

$62M

FINARC LLC

NEEDHAM, MA

$62M

-9.7% 1Y

EVERGREEN WEALTH MANAGEMENT LLC

BOSTON, MA

$63M

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