RIA Intel›Advisers›Massachusetts›THEORY PLANNING PARTNERS, LLC

THEORY PLANNING PARTNERS, LLC

Advisory

MA

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in MA

#1,255

of 1,590 advisers by AUM

Average account

$110K

across 298 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In11 states

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

5 high-net-worth

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

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