# Williams Advisory Services, LLC

> Williams Advisory Services, LLC is a state-registered investment advisory firm in Wellesley, MA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 153782
- Filed as: WILLIAMS ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153782
- AdvisorCensus page: https://advisorcensus.com/firm/williams-advisory-services-llc-wellesley-ma-153782

## Quick answers

**How is Williams Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Williams Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; other.

**Where is Williams Advisory Services, LLC located?**
Williams Advisory Services, LLC's principal office is in Wellesley, MA, according to its Form ADV.

**Is Williams Advisory Services, LLC registered with the SEC or a state?**
Williams Advisory Services, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153782.

**How much does Williams Advisory Services, LLC manage?**
Williams Advisory Services, LLC reports $57,622,760 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Williams Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (11).

**Does Williams Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153782

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $57,622,760
- Discretionary: $57,622,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,618,088 |
| High net worth individuals | 38 | $55,004,672 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dovergroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Williams Advisory Services, LLC (CRD 153782): Form ADV filing data as of October 2026.