Asset manager · Boston, MA
Mayflower Advisors
Mayflower Financial Advisors, LLC · SEC-registered investment adviser · CRD 307857 · SEC 801-118381
At a glance
Mayflower Advisors is an SEC-registered investment adviser based in Boston, Massachusetts, with $5.8 billion in regulatory assets under management as of its Form ADV filed August 5, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 926 individual clients. By Form ADV it is a asset manager, ranked 646th of 3,218 asset managers and 1,906th of 17,210 SEC-registered advisers by assets.
Main office 617-259-1767mayfloweradvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.8B
- Rank among asset managers
- #646 of 3,218
- Rank among all SEC RIAs
- #1,906 of 17,210
- Rank in Massachusetts
- #132 of 627
- Individual clients
- 926
- High-net-worth clients
- 333
- Accounts
- 2,924
- Discretionary
- 31% of AUM
- Employees
- 33
- Advisory staff
- 27
- Offices
- 8
Owners and executives on its Form ADV
- Steven DimitriouManaging Partner/ceo
- Lawrence M. GlazerManaging Partner
- Lloyd G. GlazerManaging Partner
- Vinson E. BrodChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Mayflower Advisors is a hybrid RIA: 22 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Private Client Services as the broker-dealer its advisers are registered with.
Broker-Dealer Affiliation Most of Mayflower Advisors’ Advisory Persons are also registered representatives of Private Client Services, LLC (“PCS”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 249 | $4.4B | 76% |
| High-net-worth individuals | 333 | $1.1B | 20% |
| Individuals | 593 | $204M | 3% |
| Corporations or other businesses | 27 | $45M | <1% |
| Charitable organizations | 21 | $23M | <1% |
| Pooled investment vehicles | 2 | $2M | <1% |
Private funds
Mayflower Advisors reports 2 private funds with $2M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Mayflower Advisors 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mayfloweradvisors.com ↗
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The full record on Mayflower Advisors
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, 5 years of filings
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- Growth over one, three and five years
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- Rank against 668 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Mayflower Advisors manage?
Mayflower Advisors reports $5.8 billion in regulatory assets under management across 2,924 accounts, 31% of it on a discretionary basis, on its Form ADV filed August 5, 2026.
What kind of firm is Mayflower Advisors?
Mayflower Advisors is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Mayflower Advisors’s clients?
By assets, its largest client types are pension and profit sharing plans ($4.4 billion, 249 clients); high-net-worth individuals ($1.1 billion, 333 clients); individuals ($204 million, 593 clients).
Does Mayflower Advisors manage private funds?
Yes. It reports 2 private funds with $2 million in gross assets, including private equity funds.
Does Mayflower Advisors have any disciplinary history?
Mayflower Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mayflower Advisors’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 (2026-08-05), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →