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SF ADVISERS, LLC

BOSTON, MA · CRD 316518 · IAPD ↗ · 617-939-9900

$172.5MRegulatory AUM
24Advisory reps
34Employees
0Clients
0Planning clients
4Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — SF ADVISORS, LLC is now doing business as SF ADVISERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2026 — SF ADVISERS, LLC now reports custody of client assets ($172.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
35
April 2025 — SF ADVISORS, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — SF ADVISORS, LLC grew from 18 to 26 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.