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BOSTON FAMILY ADVISORS LLC
CRD 299060File 801-128445
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$329.7M
Below cohort median (national)
Discretionary AUM
$263.6M
Non-discretionary $66.1M
Clients
39
198 accounts
Employees
10
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 2, 2023
- Principal office
- 118 NEWBURY STREET, SUITE 2, BOSTON, MA, 02116
- Phone
- (617) 963-0904
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.7M
- Discretionary AUM
- $263.6M
- Non-discretionary AUM
- $66.1M
- Discretionary accounts
- 167
- Non-discretionary accounts
- 31
- Total accounts
- 198
- AUM per client
- $8.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $321.8M |
| Pooled investment vehicles | 1 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.