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MAYFLOWER ADVISORS

BOSTON, MA · CRD 307857 · IAPD ↗ · 617-259-1767

$5.82BRegulatory AUM
27Advisory reps
33Employees
0Clients
251-500Planning clients
2Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MAYFLOWER ADVISORS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — MAYFLOWER ADVISORS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MAYFLOWER ADVISORS added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2024 — MAYFLOWER ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
September 2024 — MAYFLOWER ADVISORS notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — MAYFLOWER ADVISORS shrank from 26 to 21 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2024 — MAYFLOWER ADVISORS reported RAUM up 356% ($1.03B -> $4.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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