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BOSTON FAMILY ADVISORS LLC

BOSTON, MA · CRD 299060 · IAPD ↗ · (617) 963-0904

$329.7MRegulatory AUM
6Advisory reps
10Employees
17Clients
0Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — BOSTON FAMILY ADVISORS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
71
April 2025 — BOSTON FAMILY ADVISORS LLC reported RAUM up 68% ($169.2M -> $284.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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