# Mayflower Advisors

> 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.

- CRD: 307857
- Filed as: MAYFLOWER ADVISORS
- Legal name: Mayflower Financial Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307857
- AdvisorCensus page: https://advisorcensus.com/firm/mayflower-advisors-boston-ma-307857

## Quick answers

**How is Mayflower Advisors compensated?**
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).

**Where is Mayflower Advisors located?**
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).

**Is Mayflower Advisors registered with the SEC or a state?**
Mayflower Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307857.

**How much does Mayflower Advisors manage?**
Mayflower Advisors reports $5,815,579,654 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (31% discretionary).

**How have Mayflower Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Mayflower Advisors serve?**
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).

**Which custodians does Mayflower Advisors use?**
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.

**Does Mayflower Advisors report any disciplinary disclosures?**
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

**What changed in Mayflower Advisors' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- ADP Broker-Dealer, Inc.
- Fidelity Brokerage Services LLC
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,815,579,654
- Discretionary: $1,774,016,199
- Non-discretionary: $4,041,563,455

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 593 | $203,521,526 |
| High net worth individuals | 333 | $1,145,682,848 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,587,843 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 249 | $4,396,471,935 |
| Charitable organizations | 21 | $23,469,529 |
| Corporations or other businesses not listed above | 27 | $44,845,973 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 33 total, 27 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Danvers, MA
- Durham, NC
- Newton, MA
- Providence, RI
- Westborough, MA

### Websites listed on Form ADV (Item 1.I)
- mayfloweradvisors.com
- LinkedIn @mayfloweradvisors
- X @MayflowerAdvis

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $901,624,478 | 35 | September 27, 2021 |
| October 2022 | $1,074,738,750 | 32 | March 18, 2022 |
| October 2023 | $1,028,571,872 | 37 | March 30, 2023 |
| October 2024 | $4,688,875,503 | 28 | September 10, 2024 |
| October 2025 | $4,779,428,058 | 30 | March 21, 2025 |
| October 2026 | $5,815,579,654 | 33 | August 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mayflower Advisors (CRD 307857): Form ADV filing data as of October 2026.