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BROOKNOLL ADVISORS LLC
CRD 298297File 801-114110
APPROVED
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.19B
Clients
0
2 accounts
Employees
1
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 9, 2018
- Principal office
- ONE BOSTON PLACE, SUITE 2600, BOSTON, MA, 02108
- Phone
- 617-419-7117
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.19B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.19B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2
- Total accounts
- 2
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $1,045,803,271 | $1,189,731,041 | increased by$143,927,770 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $634,199,352 | $1,045,803,271 | increased by$411,603,919 |
| Apr 1, 2022 | AUM | $323,299,712 | $634,199,352 | increased by$310,899,640 |
| 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 “BROOKNOLL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROOKNOLL 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.