Mayflower Advisors

RIASEC Registered

Total AUM

$5.8B

Discretionary

$1.8B

31% of AUM

Avg account

$2M

Accounts

2,924

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 307857
Registered since: April 3, 2020
Website: mayfloweradvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans75.6%
HNWI19.7%
Individuals3.5%
Corporations / Businesses0.77%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mayflower Advisors is an independent Registered Investment Adviser that began SEC registration in 2020. The firm operates as an LLC and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, and the selection of sub‑advisers. Fee arrangements combine AUM‑based fees with fixed fees. Mayflower describes itself as an active ESG investor and is identified as a capital allocator that also works with third‑party managers. Mayflower has been listed by Forbes among its Top RIA Firms in 2022, 2023, and 2024.