Mayflower Advisors
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
FINTRXOverview
Mayflower Advisors is an independent registered investment adviser organized as an LLC that combines discretionary portfolio management with financial planning and adviser-selection services for both private clients and institutional entities. The firm charges a mix of asset-based fees and fixed fees and advertises capabilities across individual and pooled vehicles, consulting for pensions, and selecting third‑party managers. Mayflower positions itself as a capital allocator that uses external managers for alternative strategies and incorporates ESG criteria into its investment process. The firm appeared on Forbes’ lists of top RIA firms in 2022, 2023, and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents18%
- State & Local Bonds2%
- Private Funds2%
Owners & executives
1 of 1
Vinson Brod
Chief Operating Officer and Chief Compliance OfficerCRD 2619867
Contacts
3 of 25
Lloyd Glazer
Managing PartnerCRD 222904
Jonathan Taylor
Senior Wealth ManagerCRD 5354939
Jonathan Brown
Associate Wealth ManagerCRD 7324245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$700M in ETFs
69%
$480M
14%
$220M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $42.5M | 56,689 | 6.06% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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