Fairfield Financial Advisors
Fairfield Financial Advisors is an SEC-registered wealth manager in Wellesley, MA with $333.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Fairfield Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106408, SEC 801-44279, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $333.2M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Wellesley, MA
- Employees
- 4
- Clients
- 147
- CRD
- 106408
- Ownership
- KING, JANE, VIRGINIA; COLELLA, LORI, ANN
How much AUM does Fairfield Financial Advisors have?
Fairfield Financial Advisors reported $333.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Fairfield Financial Advisors?
Disclosed owners and executives of Fairfield Financial Advisors include KING, JANE, VIRGINIA, COLELLA, LORI, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.