THE FINANCIAL ADVISORS, LLC

ANDOVER, MA

978-475-3242

SEC #801-68921

Total AUM

$1.1B

Employees

Clients

845

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

26 ESSEX STREET
ANDOVER
MA 01810
United States

Operating Hours

9:00 AM - 5:00 PM
Monday - Friday

Phone

978-475-3242

Other Offices

Financials

Total AUM

$1.1B

Accounts

2,146

Discretionary

$1.1B

Accounts

2,017

Non-Discretionary

$13.5M

Accounts

129

Clients

View more in analytics →

Individual Clients

273

AUM

$93.7M

HNW Individual Clients

570

AUM

$1B

Pension/Profit Sharing Plan Clients

AUM

$2.8M

Charitable Organization Clients

AUM

$731K

Services

View ADV Part 2 brochures →

Services Offered

Financial PlanningIndividual Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

CAFLMAMENCNHNJNYPARITXVT

Affiliates

View all affiliates →

Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.