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MAYFLOWER ADVISORS
MAYFLOWER FINANCIAL ADVISORS, LLC
CRD 307857 · SEC 801-118381
265 FRANKLIN STREET, SUITE 401, BOSTON, MA, 02110, United States
Phone
617-259-1767
Fax
617-259-1768
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.82B
Discretionary AUM
$1.77B
Team
33 total employees; 27 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 593 | $203.5M |
| High net worth individuals | 333 | $1.15B |
| Pooled investment vehicles | 2 | $1.6M |
| Pension/profit sharing plans | 249 | $4.40B |
| Charitable organizations | 21 | $23.5M |
| Corporations/business entities | 27 | $44.8M |
States served
VT, AZ, AR, CA, CO, DE, DC, IL, LA, ME, MD, MA, MN, NE, NV, NJ, NY, NC, PA, RI, SC, TN, VA, WV, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD