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B••••••• F•••••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

B••••••• F•••••••• P•••••••

B••••••• FINANCIAL ADVISORS, LLC, CRD 322925

NEEDHAM, 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:b74958d6-8232-7d33-792c-6e0ed22911c1

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 4
On other graphs: 1
Observed: Sep 9, 2022 to Mar 24, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

B••••••• F•••••••• P•••••••

Intermediary · shared crd

Private Equityowner

C••• F•••••••• C••••••••• L•••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

C••••••• D••••••• • R••• F••• X••• L•••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $3.8BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7B
Private client RAUM: $2.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••••• M•••••• G•••••••••	n/a	NEEDHAM, MA	3	29	3	no
P•••• M•••••• G•••••	Certified Financial Planner	NEEDHAM, MA	3	30

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
B•••••••• B••••••• G••	CO-CHIEF INVESTMENT OFFICER	Na	yes	06/2024	Mar 24, 2026	Mar 24, 2026
C•••••• T•••••• J•••••	DIRECTOR OF WEALTH MANAGEMENT	Na	yes	09/2022	Mar 24, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
F•••• R••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Irving	TX	United States	1	no

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

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	1	1

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	$3.8B	$3.4B	11.3%	$2.7B	11.3%	24	23	3	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••••••• F•••••••• P••••••• L••	11	Dec 8, 2022	Nov 29, 2022	NEEDHAM, MA	Firm absorbed	RIA to new firm	91.7%

Relationships

Registered with (17)

← G•••• K••••••• D••••Advisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← T•••• C•••••• S••••••••Advisorregistration: current employment
Aug 18, 2025 to presentfactForm ADV
← J••• A••••• C•••••Advisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← O••• G••••••

Dated events

Occurred
Nov 6, 2024
Advisor changed firm
Brenden Todd King left B••••••• F•••••••• P••••••• for Revival Wealth Management (registered 2025-02-13)
Form ADVobserved 7 days ago
Occurred
Aug 26, 2024
Control person left
Anthony Lawrence Fiore (Director Of Tax Services) no longer on Schedule A of B••••••• F•••••••• P••••••• (listed 2024-06-13, absent 2024-08-26)
Form ADVobserved 7 days ago
Occurred
Dec 8, 2022
Firm absorbed
B••••••• F•••••••• P••••••• L••'s advisors moved to B••••••• F•••••••• P••••••• (Needham, MA): 11 of 12 registered, a day apart
Form ADVobserved 7 days ago
11 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b74958d6-8232-7d33-792c-6e0ed22911c1
First observed: Sep 9, 2022
Last observed: Mar 24, 2026 6 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.

Controls (13)

← D••••••• P•••••• J•••••OwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Sep 9, 2022 to Nov 19, 2024factForm ADV
← S•••••• M••••••• H•••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 9, 2022 to Nov 19, 2024factForm ADV
← C•••••• T•••••• J•••••OwnerDIRECTOR OF WEALTH MANAGEMENT, ownership code NA, individual
Sep 9, 2022 to Nov 19, 2024factForm ADV
← H•••••• E•••••• F••••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 9, 2022 to Nov 19, 2024factForm ADV
← C••• F•••••••• C••••••••• L•••OwnerPARTNER, ownership code C, foreign entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← C••• F•••••••• H•••••••• L•••OwnerPARTNER, ownership code D, domestic entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← C••••••• D••••••• • R••• F••• X••• L•••OwnerPARTNER, ownership code D, foreign entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← F•••••••• F•• A••••••••• L••OwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← F•••••••• F•• I••••••••• H•••••••• L••OwnerMEMBER, ownership code E, domestic entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← F•••••••• F•• P•••••• I••OwnerMEMBER, ownership code E, domestic entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← F•••••••• F•• U••••••• H•••••••• L•OwnerSHAREHOLDER, ownership code E, domestic entity
Sep 15, 2023 to Nov 19, 2024factForm ADV
← F•••• F•••••••• P•••••••• L••OwnerMEMBER, ownership code E, domestic entity
Sep 9, 2022 to Nov 19, 2024factForm ADV
← F•••• O••••••••• L••OwnerMEMBER (MANAGER), ownership code E, domestic entity
Sep 9, 2022 to Nov 19, 2024factForm ADV