Wealth manager, independent · Waltham, MA
Foster Dykema Cabot & Partners, LLC
SEC-registered investment adviser · CRD 300282 · SEC 801-114693
At a glance
Foster Dykema Cabot & Partners, LLC is an SEC-registered investment adviser based in Waltham, Massachusetts, with $2.2B in regulatory assets under management as of its Form ADV filed March 27, 2026. It reports 796 individual clients, 718 of them high-net-worth, holding an average of about $2.4 million each, and 21 employees. That ranks it 502nd among the nation’s 5,657 independent wealth management RIAs and 31st of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and J.P. Morgan.
Main office 617-423-3900fdcpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among independent wealth managers
- #502 of 5,657
- Rank among all SEC RIAs
- #3,420 of 17,210
- Rank in Massachusetts
- #31 of 202
- Individual clients
- 796
- High-net-worth clients
- 718
- Accounts
- 855
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey D. McGrewChief Investment Officer, Partner
- Vikram N. SoormaPortfolio Manager, Partner
- Elizabeth A. BraudisPresident, Partner
- Brooke L. ManfrediPartner
- Donnalee N. GuerinChief Operating Officer, Chief Compliance Officer, Partner
- Frederick P. FisherPortfolio Manager, Partner
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 718 | $1.9B | 84% |
| Corporations or other businesses | 32 | $154M | 7% |
| Pooled investment vehicles | 8 | $111M | 5% |
| Charitable organizations | 15 | $57M | 3% |
| Individuals | 78 | $26M | 1% |
| Pension and profit sharing plans | – | $9M | <1% |
Private funds
Foster Dykema Cabot & Partners, LLC reports 8 private funds with $111M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Foster Dykema Cabot & Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fdcpartners.com ↗
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- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,796 peers of its type and size
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- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Moody, Lynn, Lieberson & Walker, LLCBoston | $2.4B | 503 |
| Washington Trust AdvisorsWellesley | $2.4B | 781 |
| Baldwin Wealth Partners, LLCMarion | $2.3B | 738 |
| John Hancock Personal Financial Services, LLCBoston | $2.2B | 35,589 |
| Boston Family Office LLCBoston | $2.0B | 332 |
| SHP Wealth Management, LLCPlymouth | $1.9B | 2,261 |
Background
Questions
How much does Foster Dykema Cabot & Partners, LLC manage?
Foster Dykema Cabot & Partners, LLC reports $2.2B in regulatory assets under management across 855 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
How many clients does Foster Dykema Cabot & Partners, LLC have?
It reports 796 individual clients: 718 high-net-worth individuals and 78 other individuals. Individuals account for about 85% of its regulatory assets.
Where is Foster Dykema Cabot & Partners, LLC headquartered?
Its main office is in Waltham, Massachusetts. It reports 1 office in total and 21 employees, 8 of whom perform investment advisory functions.
How does Foster Dykema Cabot & Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; 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 Foster Dykema Cabot & Partners, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and J.P. Morgan. On Schedule D of its Form ADV filed March 27, 2026, it reports these amounts held: Fidelity ($1.8B); J.P. Morgan ($375M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Foster Dykema Cabot & Partners, LLC a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Foster Dykema Cabot & Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Foster Dykema Cabot & Partners, 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 Foster Dykema Cabot & Partners, 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 (2026-03-27), 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 →