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BALANCED ROCK INVESTMENT ADVISORS

ROSLINDALE, MA · CRD 157424 · IAPD ↗ · yelp.com · 617-971-8323

$193.2MRegulatory AUM
4Advisory reps
5Employees
19Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — BALANCED ROCK INVESTMENT ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2026 — BALANCED ROCK INVESTMENT ADVISORS changed its website from balancedrockinvestmentadvisors.com to yelp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2026 — BALANCED ROCK INVESTMENT ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2024 — BALANCED ROCK INVESTMENT ADVISORS changed its website from balancedrockia.com to balancedrockinvestmentadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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