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BEAUMONT FINANCIAL PARTNERS
Legal name: BEAUMONT FINANCIAL ADVISORS, LLC
CRD 322925File 801-126715
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.76B
Top 25% of cohort (national)
Discretionary AUM
$2.74B
Non-discretionary $1.02B
Clients
1,910
4,286 accounts
Employees
24
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 26, 2022
- Principal office
- 250 1ST AVENUE, SUITE 101, NEEDHAM, MA, 02494
- Phone
- 781-400-2800
- Website
- HTTPS://WWW.BFPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.76B
- Discretionary AUM
- $2.74B
- Non-discretionary AUM
- $1.02B
- Discretionary accounts
- 4,107
- Non-discretionary accounts
- 179
- Total accounts
- 4,286
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $878.4M |
| Charitable organizations | 6 | $37.0M |
| High net worth individuals | 345 | $1.48B |
| Individuals (other than high net worth individuals) | 1,553 | $1.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- 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 | 23 | 24 | increased by1 |
| Apr 1, 2026 | Clients | 1,751 | 1,910 | increased by159 |
| Apr 1, 2026 | AUM | $3,377,274,255 | $3,758,573,501 | increased by$381,299,246 |
| Apr 1, 2026 | Accounts | 4,275 | 4,286 | increased by11 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEAUMONT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEAUMONT FINANCIAL” 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.