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MAYFLOWER ADVISORS
Legal name: MAYFLOWER FINANCIAL ADVISORS, LLC
CRD 307857File 801-118381
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.82B
Top 25% of cohort (national)
Discretionary AUM
$1.77B
Non-discretionary $4.04B
Clients
1,225
2,924 accounts
Employees
33
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 3, 2020
- Principal office
- 265 FRANKLIN STREET, SUITE 401, BOSTON, MA, 02110
- Phone
- 617-259-1767
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.82B
- Discretionary AUM
- $1.77B
- Non-discretionary AUM
- $4.04B
- Discretionary accounts
- 2,735
- Non-discretionary accounts
- 189
- Total accounts
- 2,924
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 27 | $44.8M |
| Charitable organizations | 21 | $23.5M |
| High net worth individuals | 333 | $1.15B |
| Pooled investment vehicles | 2 | $1.6M |
| Pension and profit sharing plans | 249 | $4.40B |
| Individuals (other than high net worth individuals) | 593 | $203.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- 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
- Yes
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 | 30 | 33 | increased by3 |
| Apr 1, 2026 | Clients | 1,085 | 1,225 | increased by140 |
| Apr 1, 2026 | AUM | $4,779,428,058 | $5,815,579,654 | increased by$1,036,151,596 |
| Apr 1, 2026 | Accounts | 2,482 | 2,924 | increased by442 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 30 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 796 | 1,085 | increased by289 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,074,738,750 | $4,779,428,058 | increased by$3,704,689,308 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,912 | 2,482 | increased by570 |
| Apr 1, 2022 | Employees | 35 | 32 | decreased by3 |
| Apr 1, 2022 | Clients | 698 | 796 | increased by98 |
| Apr 1, 2022 | AUM | $901,624,478 | $1,074,738,750 | increased by$173,114,272 |
| Apr 1, 2022 | Accounts | 1,802 | 1,912 | increased by110 |
| 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 “MAYFLOWER ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAYFLOWER 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.