SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Boston Family Advisors LLC
Boston, MA
CRD 299060
Firm filing updated March 19, 2026 ·
- $329.7MAssets
- 39Clients
- 6Advisory staff
- 198Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals38
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 38 | $321.8 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE SERVICES"
Assets and accounts
- Regulatory assets$329.7 million
- Accounts198
- Discretionary$263.6 million · 167 accounts
- Non-discretionary$66.1 million · 31 accounts
People
- Employees10
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 299060, SEC file 801-128445.
- Registered with the SEC as an investment advisor (status date on record: August 2, 2023).
Is Boston Family Advisors LLC a fiduciary?
Short answer: Boston Family Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.