RIA Intel›Advisers›Massachusetts›STREET SMART FINANCIAL, LLC

STREET SMART FINANCIAL, LLC

Advisory

LEXINGTON, MA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in MA

#1,117

of 1,590 advisers by AUM

Average account

$983K

across 59 accounts

AUM per adviser

$58M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$58M

Discretionary %

98.3%

Clients

59

Employees

2

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$58M

Discretionary AUM$57M

Non-Discretionary AUM$1M

Discretionary %98.3%

Total Clients59

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

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

59 clients

59 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.

WILLIAMS ADVISORY SERVICES, LLC

WELLESLEY, MA

$58M

PROVIDENT ADVISORY GROUP

NEWBURYPORT, MA

$59M

+87.7% 1Y

FOLEY, PETER C.

$59M

HURLEY, ROBERT EMMET

ROCKLAND, MA

$59M

+15.4% 1Y

WOOD WEALTH GROUP, LLC

CHARLESTOWN, MA

$56M

OPTIWEALTH LLC

SUDBURY, MA

$56M

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