← Directory
MCNAMARA FINANCIAL SERVICES, INC.
CRD 154311File 801-71682
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$797.9M
Above cohort median (national)
Discretionary AUM
$797.9M
Clients
934
2,672 accounts
Employees
11
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 29, 2010
- Principal office
- 1020 PLAIN STREET, SUITE 200, MARSHFIELD, MA, 02050
- Phone
- 781-834-2010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $797.9M
- Discretionary AUM
- $797.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,672
- Non-discretionary accounts
- 0
- Total accounts
- 2,672
- AUM per client
- $854K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $1.2M |
| Charitable organizations | Fewer than 5 | $3.9M |
| High net worth individuals | 298 | $574.3M |
| Individuals (other than high net worth individuals) | 630 | $218.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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
- No
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 925 | 934 | increased by9 |
| Mar 1, 2026 | AUM | $680,118,220 | $797,882,019 | increased by$117,763,799 |
| Mar 1, 2026 | Accounts | 2,639 | 2,672 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 900 | 925 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $589,168,381 | $680,118,220 | increased by$90,949,839 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,552 | 2,639 | increased by87 |
| Apr 1, 2022 | Clients | 861 | 900 | increased by39 |
| Apr 1, 2022 | AUM | $510,957,683 | $589,168,381 | increased by$78,210,698 |
| Apr 1, 2022 | Accounts | 2,418 | 2,552 | increased by134 |
| 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 “MCNAMARA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCNAMARA 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.