MAYFLOWER ADVISORS

RIASEC RegisteredEst. 2020

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
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, SEC-registered registered investment adviser operating as an LLC and founded as an SEC registrant in 2020. The firm serves both individual/family clients and institutional accounts and positions itself as a capital allocator that blends discretionary portfolio management with fee arrangements that include percentage-of-AUM and fixed-fee engagement models. Its advisory capabilities span financial planning, portfolio management for individuals and pooled vehicles, pension consulting and the selection of other advisers. The firm identifies as an active ESG investor and reports allocating to third-party alternative managers in addition to running its own private funds. Mayflower has been recognized by Forbes on its Top RIA lists for 2022, 2023 and 2024.