Wealth manager, independent · Boston, MA
Reynders, McVeigh Capital Management, LLC
SEC-registered investment adviser · CRD 137342 · SEC 801-64812
At a glance
Reynders, McVeigh Capital Management, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $4.2B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 704 individual clients, 545 of them high-net-worth, holding an average of about $4.2 million each, and 35 employees. That ranks it 263rd among the nation’s 5,657 independent wealth management RIAs and 19th of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Fifth Third Bank.
Main office 617-226-9999reyndersmcveigh.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.2B
- Rank among independent wealth managers
- #263 of 5,657
- Rank among all SEC RIAs
- #2,337 of 17,210
- Rank in Massachusetts
- #19 of 202
- Individual clients
- 704
- High-net-worth clients
- 545
- Accounts
- 749
- Discretionary
- 97% of AUM
- Employees
- 35
- Advisory staff
- 17
- Offices
- 1
Owners and executives on its Form ADV
- Charlton N. ReyndersManaging Member
- Patrick J. McVeighManaging Member
- Susan M. BremerChief Financial Officer
- Ryan O. MooneyChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Reynders, McVeigh Capital Management, 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 | 545 | $2.9B | 68% |
| Other | 4 | $832M | 20% |
| Corporations or other businesses | 20 | $160M | 4% |
| Investment companies | 1 | $99M | 2% |
| Charitable organizations | 10 | $76M | 2% |
| Individuals | 159 | $73M | 2% |
| Other investment advisers | 5 | $71M | 2% |
| Pension and profit sharing plans | 4 | $24M | <1% |
| State or municipal government entities | 1 | $9M | <1% |
Disciplinary disclosures
Reynders, McVeigh Capital Management, 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 investment companies
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗reyndersmcveigh.com ↗
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The full record on Reynders, McVeigh Capital Management, 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 961 peers of its type and size
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- Main office, fax and compliance officer
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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 |
|---|---|---|
| GC Wealth Management RIA, LLCCambridge | $5.8B | 247 |
| New England Private Wealth Advisors, LLCWellesley | $5.1B | 376 |
| Twin Focus Capital Partners, LLCBoston | $4.6B | 75 |
| Castle Rock Advisors LLCBoston | $3.9B | 37 |
| St. Germain Investment ManagementSpringfield | $3.8B | 6,461 |
| Beaumont Financial PartnersNeedham | $3.8B | 1,898 |
Background
Questions
How much does Reynders, McVeigh Capital Management, LLC manage?
Reynders, McVeigh Capital Management, LLC reports $4.2B in regulatory assets under management across 749 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Reynders, McVeigh Capital Management, LLC have?
It reports 704 individual clients: 545 high-net-worth individuals and 159 other individuals. Individuals account for about 70% of its regulatory assets.
Where is Reynders, McVeigh Capital Management, LLC headquartered?
Its main office is in Boston, Massachusetts. It reports 1 office in total and 35 employees, 17 of whom perform investment advisory functions.
How does Reynders, McVeigh Capital Management, 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 Reynders, McVeigh Capital Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Fifth Third Bank. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Fidelity ($2.5B); Fifth Third Bank ($814M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Reynders, McVeigh Capital Management, LLC a hybrid RIA with a broker-dealer?
Reynders, McVeigh Capital Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Reynders, McVeigh Capital Management, LLC a fiduciary?
As an SEC-registered investment adviser, Reynders, McVeigh Capital Management, 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 Reynders, McVeigh Capital Management, 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 (2026-03-31), 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 →