{
  "crd_number": 307857,
  "slug": "mayflower-advisors-boston-ma-307857",
  "primary_business_name": "MAYFLOWER ADVISORS",
  "legal_name": "MAYFLOWER FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-03",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 5815579654.0,
  "raum_discretionary": 1774016199.0,
  "raum_non_discretionary": 4041563455.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 33,
  "advisory_employees": 27,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 23469529.0,
      "count": 21
    },
    "individuals": {
      "raum": 203521526.0,
      "count": 593
    },
    "pension_profit_sharing": {
      "raum": 4396471935.0,
      "count": 249
    },
    "high_net_worth_individuals": {
      "raum": 1145682848.0,
      "count": 333
    },
    "pooled_investment_vehicles": {
      "raum": 1587843.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 44845973.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "ME",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WV"
  ],
  "websites": [
    "https://linkedin.com/mayfloweradvisors",
    "https://mayfloweradvisors.com",
    "https://twitter.com/MayflowerAdvis"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307857",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/mayflower-advisors-boston-ma-307857",
  "display_name": "Mayflower Advisors",
  "summary": "Mayflower Advisors is an SEC-registered investment advisory firm in Boston, MA, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. Mayflower Advisors (CRD 307857): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Mayflower Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mayflower Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Mayflower Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $500 to $20,000 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mayflower Advisors located?",
      "a": "Mayflower Advisors' principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mayflower Advisors registered with the SEC or a state?",
      "a": "Mayflower Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307857."
    },
    {
      "q": "How much does Mayflower Advisors manage?",
      "a": "Mayflower Advisors reports $5,815,579,654 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (31% discretionary)."
    },
    {
      "q": "How have Mayflower Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mayflower Advisors: Regulatory assets under management: $901,624,478 in the October 2021 data and $5,815,579,654 in the October 2026 data, up 545%. Total employees: 35 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mayflower Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (593); high net worth individuals (333); pension and profit sharing plans (but not the plan participants or government pension plans) (249)."
    },
    {
      "q": "Which custodians does Mayflower Advisors use?",
      "a": "Mayflower Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Broker-Dealer, Inc., Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mayflower Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307857"
    },
    {
      "q": "What changed in Mayflower Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 24 to 27. Regulatory assets under management went from $4,779,428,058 to $5,815,579,654 (+22%). Added an office in Danvers, MA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 901624478.0,
      "total_employees": 35,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1074738750.0,
      "total_employees": 32,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1028571872.0,
      "total_employees": 37,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4688875503.0,
      "total_employees": 28,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4779428058.0,
      "total_employees": 30,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5815579654.0,
      "total_employees": 33,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 24 to 27.",
        "Regulatory assets under management went from $4,779,428,058 to $5,815,579,654 (+22%).",
        "Added an office in Danvers, MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $20,000 (standalone financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $20,000 (standalone financial planning services)"
        ],
        "quotes": [
          "Mayflower Advisors offers standalone financial planning services for a fixed engagement fee ranging from $500 to $20,000 per engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "standalone financial planning services"
        }
      ]
    },
    "quotes": [
      "Mayflower Advisors offers standalone financial planning services for a fixed engagement fee ranging from $500 to $20,000 per engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "ADP Broker-Dealer, Inc.",
      "name_as_filed": "ADP BROKER-DEALER, INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mayflower-advisors-boston-ma-307857.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 593,
      "fewer_than_5": false,
      "raum": 203521526.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 333,
      "fewer_than_5": false,
      "raum": 1145682848.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1587843.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 249,
      "fewer_than_5": false,
      "raum": 4396471935.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 23469529.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 27,
      "fewer_than_5": false,
      "raum": 44845973.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307857",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}