Wealth manager, independent · Boston, MA
Boston Family Office LLC
SEC-registered investment adviser · CRD 107141 · SEC 801-52883
At a glance
Boston Family Office LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $2.0B in regulatory assets under management as of its Form ADV filed March 2, 2026. It reports 332 individual clients, 245 of them high-net-worth, holding an average of about $5.8 million each, and 17 employees. That ranks it 551st among the nation’s 5,657 independent wealth management RIAs and 33rd of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: BNY and Fidelity.
Main office 617-624-0800thebostonfamilyoffice.comAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among independent wealth managers
- #551 of 5,657
- Rank among all SEC RIAs
- #3,613 of 17,210
- Rank in Massachusetts
- #33 of 202
- Individual clients
- 332
- High-net-worth clients
- 245
- Accounts
- 816
- Discretionary
- 97% of AUM
- Employees
- 17
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- George P. BealManaging Member
- George PutnamManaging Member
- Eliza H. RoweManaging Member, Treasurer
- Michael J. UngerManaging Member
- Benjamin T. RichardsonManaging Member, Chief Investment Officer
- Peder C. JohnsonManaging Member
- Darren L. BealsChief Compliance Officer
- Michael J. DorseyManaging Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Boston Family Office LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 245 | $1.9B | 93% |
| Charitable organizations | 10 | $108M | 5% |
| Individuals | 87 | $40M | 2% |
| Corporations or other businesses | – | $1M | <1% |
Disciplinary disclosures
Boston Family Office LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗thebostonfamilyoffice.com ↗
AtlasMembers
The full record on Boston Family Office LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,959 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Baldwin Wealth Partners, LLCMarion | $2.3B | 738 |
| Foster Dykema Cabot & Partners, LLCWaltham | $2.2B | 796 |
| John Hancock Personal Financial Services, LLCBoston | $2.2B | 35,589 |
| SHP Wealth Management, LLCPlymouth | $1.9B | 2,261 |
| TFC Financial Management IncBoston | $1.8B | 415 |
| Fiduciary Wealth Partners, LLCNewton Lower Falls | $1.5B | 109 |
Background
Questions
How much does Boston Family Office LLC manage?
Boston Family Office LLC reports $2.0B in regulatory assets under management across 816 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 2, 2026.
How many clients does Boston Family Office LLC have?
It reports 332 individual clients: 245 high-net-worth individuals and 87 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Boston Family Office LLC headquartered?
Its main office is in Boston, Massachusetts. It reports 1 office in total and 17 employees, 10 of whom perform investment advisory functions.
How does Boston Family Office LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Boston Family Office LLC use?
It reports 2 custodians for its clients’ separately managed accounts: BNY and Fidelity. On Schedule D of its Form ADV filed March 2, 2026, it reports these amounts held: BNY ($1.5B); Fidelity ($364M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Boston Family Office LLC a hybrid RIA with a broker-dealer?
Boston Family Office LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Boston Family Office LLC a fiduciary?
As an SEC-registered investment adviser, Boston Family Office LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Boston Family Office LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →