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GREAT DIAMOND PARTNERS, LLC

PORTLAND, ME · CRD 299598 · IAPD ↗ · 207-274-2500

$804.1MRegulatory AUM
7Advisory reps
12Employees
1Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — GREAT DIAMOND PARTNERS, LLC notice-filed in CA, NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — GREAT DIAMOND PARTNERS, LLC reported RAUM up 31% ($613.4M -> $804.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — GREAT DIAMOND PARTNERS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — GREAT DIAMOND PARTNERS, LLC notice-filed in NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — GREAT DIAMOND PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2025 — GREAT DIAMOND PARTNERS, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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