Boston Family Advisors LLC
Boston Family Advisors LLC is an SEC-registered wealth manager in Boston, MA with $329.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Boston Family Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299060, SEC 801-128445, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $329.7M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 10
- Clients
- 39
- CRD
- 299060
- Ownership
- HOFER, NICHOLAS, ANDREAS RANSOME; LEFFLER, JOSHUA, ADAM; TUTTLE, LAURA, MCCREARY; HOFER, NICHOLAS, A. R.; GIBBON, WARREN, JOHN
How much AUM does Boston Family Advisors LLC have?
Boston Family Advisors LLC reported $329.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Boston Family Advisors LLC?
Disclosed owners and executives of Boston Family Advisors LLC include HOFER, NICHOLAS, ANDREAS RANSOME, LEFFLER, JOSHUA, ADAM, TUTTLE, LAURA, MCCREARY, HOFER, NICHOLAS, A. R., GIBBON, WARREN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.