RIA Intel›Advisers›Massachusetts›THURSTON HALL INVESTMENT RESEARCH, LLC

THURSTON HALL INVESTMENT RESEARCH, LLC

Advisory

NEWTON, MA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in MA

#1,061

of 1,590 advisers by AUM

Average account

$565K

across 138 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, NJ

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

100 clients

10 high-net-worth

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

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