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FAIRFIELD FINANCIAL ADVISORS
Legal name: FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408File 801-44279
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$333.2M
Below cohort median (national)
Discretionary AUM
$333.2M
Clients
147
550 accounts
Employees
4
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 26, 1993
- Principal office
- THE WELLESLEY OFFICE PARK, 20 WILLIAM STREET, STE 165, WELLESLEY, MA, 02481
- Phone
- 781-431-1119
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $333.2M
- Discretionary AUM
- $333.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 550
- Non-discretionary accounts
- 0
- Total accounts
- 550
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.5M |
| High net worth individuals | 70 | $283.5M |
| Pension and profit sharing plans | 9 | $16.8M |
| Individuals (other than high net worth individuals) | 68 | $24.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 160 | 147 | decreased by13 |
| Apr 1, 2026 | AUM | $298,093,130 | $333,225,374 | increased by$35,132,244 |
| Apr 1, 2026 | Accounts | 160 | 550 | increased by390 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 194 | 160 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $310,177,577 | $298,093,130 | decreased by$12,084,447 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 441 | 160 | decreased by281 |
| Apr 1, 2022 | Clients | 186 | 194 | increased by8 |
| Apr 1, 2022 | AUM | $250,840,766 | $310,177,577 | increased by$59,336,811 |
| Apr 1, 2022 | Accounts | 404 | 441 | increased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAIRFIELD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAIRFIELD FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.