QUABBIN ADVISORS
Firm details
- Headquarters
- AMHERST, Massachusetts
- CRD number
- 160019
- Registered since
- May 7, 2026
- Website
- quabbinadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.42%
- Individuals4.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quabbin Advisors is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of AUM or fixed fees and is not positioned as a capital allocator. Quabbin is listed as SEC-registered in 2026 and the firm’s filings indicate it is not an active ESG investor, not a multi-state adviser, and not set up as a pension consultant or related adviser.
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
1 of 1MEGAN DONNELLY
FounderCRD 3177570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AMHERST, MA
HAMPSHIRE
Location
AMHERST, MA
Headquartered in AMHERST, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- HAMPSHIRE
- Address
- 447 West St
- Time zone
- ET (UTC-5)
- Office locations
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