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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOSTON PORTFOLIO ADVISERS

BOSTON PORTFOLIO ADVISERS, LLC, CRD 172374

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4eade7c1-0b18-f142-ea29-9b697496e87e

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2026 to Jul 13, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $122MItem 5.F on the latest filing (2026-07-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $122M
Private client RAUM: $122MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $60.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 383
Individual clients: 76
High net worth clients: 69
Custody, client assets: $7.6M
SEC number: 801-135801
CRD: 172374
Filings on the tape: 2
First filed: Apr 15, 2026
Latest filed: Jul 13, 2026
Organised: Limited Liability Company, MA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WILLIAMS, BRADFORD, GARET	PRESIDENT, CHIEF EXECUTIVE OFFICER , CHIEF INVESTMENT OFFICER, CCO	E	yes	12/2014	Jul 13, 2026	Jul 13, 2026
LEBED ADVISORS LLC	MINORITY OWNER	B	no	12/2014	Jul 13, 2026	Jul 13, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026	$122M	$122M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$122M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BOSTON INVESTMENT ADVISERS, INC.	2	Dec 8, 2015	Jul 14, 2023	BOSTON, MA	Team lift out	Other	100.0%

Relationships

Owns (1)

← LEBED ADVISORS LLCOwnerMINORITY OWNER, ownership code B, domestic entity
Jul 13, 2026 to presentfactForm ADV

Controls (1)

← WILLIAMS, BRADFORD, GARETOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER , CHIEF INVESTMENT OFFICER, CCO, ownership code E, individual
Jul 13, 2026 to presentfactForm ADV

Registered with (2)

← JAY AARON LEBEDAdvisorregistration: current employment
Jul 14, 2023 to presentfactForm ADV
← BRADFORD GARET WILLIAMSAdvisorregistration: current employment
Nov 24, 2014 to presentfactForm ADV

Moved with (1)

← BOSTON INVESTMENT ADVISERS, INC.Registered adviser2 advisors, team lift out, same day
Dec 8, 2015 to Jul 14, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4eade7c1-0b18-f142-ea29-9b697496e87e
First observed: Apr 15, 2026
Last observed: Jul 13, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOSTON PORTFOLIO ADVISERS

BOSTON PORTFOLIO ADVISERS, LLC, CRD 172374

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4eade7c1-0b18-f142-ea29-9b697496e87e

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILLIAMS, BRADFORD, GARET

PRESIDENT, CHIEF EXECUTIVE OFFICER , CHIEF INVESTMENT OFFICER, CCO

yes

12/2014

Jul 13, 2026

LEBED ADVISORS LLC

MINORITY OWNER

12/2014

Jul 13, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$122M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BOSTON INVESTMENT ADVISERS, INC.

Dec 8, 2015

Jul 14, 2023

BOSTON, MA

Team lift out

Other

100.0%