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CENTERPOINT ADVISORS, LLC
CRD 156698File 801-72619
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$731.9M
Above cohort median (national)
Discretionary AUM
$731.9M
Clients
502
1,055 accounts
Employees
12
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 26, 2011
- Principal office
- 175 HIGHLAND AVENUE, SUITE 302, NEEDHAM, MA, 02494
- Phone
- (781) 400-1748
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $731.9M
- Discretionary AUM
- $731.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,055
- Non-discretionary accounts
- 0
- Total accounts
- 1,055
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $2.9M |
| High net worth individuals | 201 | $663.4M |
| Pension and profit sharing plans | 3 | $159K |
| Individuals (other than high net worth individuals) | 297 | $65.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 491 | 502 | increased by11 |
| Apr 1, 2026 | AUM | $687,679,354 | $731,903,710 | increased by$44,224,356 |
| Apr 1, 2026 | Accounts | 1,020 | 1,055 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 441 | 491 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $560,471,812 | $687,679,354 | increased by$127,207,542 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 879 | 1,020 | increased by141 |
| Apr 1, 2022 | Clients | 423 | 441 | increased by18 |
| Apr 1, 2022 | AUM | $425,776,037 | $560,471,812 | increased by$134,695,775 |
| Apr 1, 2022 | Accounts | 769 | 879 | increased by110 |
| Oct 1, 2021 | Employees | 11 | 12 | increased by1 |
| 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 “CENTERPOINT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTERPOINT ADVISORS” 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.