← Tributary

ZEVIN ASSET MANAGEMENT, LLC

BOSTON, MA · CRD 165269 · IAPD ↗ · zevin.com · 617-742-6666

$1.02BRegulatory AUM
9Advisory reps
15Employees
0Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — ZEVIN ASSET MANAGEMENT, LLC notice-filed in NJ, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — ZEVIN ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — ZEVIN ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($892.9M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
71
April 2024 — ZEVIN ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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