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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 Aug 17, 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 |
|---|---|---|---|
| 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.