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SANDY COVE ADVISORS, LLC

HINGHAM, MA · CRD 152482 · IAPD ↗ · sandycoveadvisors.com · 617-622-1500

$684.9MRegulatory AUM
4Advisory reps
8Employees
3Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SANDY COVE ADVISORS, LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
March 2025 — SANDY COVE ADVISORS, LLC crossed $500M in regulatory AUM ($486.4M -> $581.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2024 — SANDY COVE ADVISORS, LLC reported RAUM up 34% ($362.7M -> $486.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.