RIA Intel›Advisers›Massachusetts›WILLIAMS ADVISORY SERVICES, LLC

WILLIAMS ADVISORY SERVICES, LLC

Advisory

WELLESLEY, MA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in MA

#1,118

of 1,590 advisers by AUM

Average account

$395K

across 146 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

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

49 clients

38 high-net-worth

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

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

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FOLEY, PETER C.

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BURR & COMPANY, LLC

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