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OPENVIEW ADVISORS, LLC

BOSTON, MA · CRD 316766 · IAPD ↗ · openviewpartners.com · 617-478-7500

$839.0MRegulatory AUM
5Advisory reps
15Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — OPENVIEW ADVISORS, LLC shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — OPENVIEW ADVISORS, LLC reported RAUM down 37% ($1.65B -> $1.04B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — OPENVIEW ADVISORS, LLC reported RAUM down 33% ($2.45B -> $1.65B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — OPENVIEW ADVISORS, LLC shrank from 31 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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