RIA Intel›Advisers›Massachusetts›WEALTH MANAGEMENT PLANNING

WEALTH MANAGEMENT PLANNING

Advisory

Data as of Feb 20, 2025 · Source: SEC Form ADV

Rank in MA

#1,578

of 1,590 advisers by AUM

Average account

$22K

across 4 accounts

AUM per adviser

$88K

1 adviser

Source: SEC Form ADV. Figures as filed Feb 20, 2025.

Total AUM

$88K

Discretionary %

100%

Clients

4

Employees

1

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$88K

Discretionary AUM$88K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

4 clients

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.

BORABOND, LLC

FRAMINGHAM, MA

$83K

THORNTON, BENJAMIN R

$99K

DECKER, FRANCIS JOSEPH

$100K

FANEUIL CAPITAL MANAGEMENT LLC

BOSTON, MA

$100K

-99.7% 1Y

HAWTHORNE WELLMAN FINANCIAL PLANNING, LLC

$75K

ADVISORY.MANNION.MONEY LLC

MARLBOROUGH, MA

$102K

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