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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GREAT OAK CAPITAL PARTNERS, LLC

CRD 281045

SOUTH EASTON, 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:eae05a59-e69c-5234-7a04-3793af417fa5

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2019 to Apr 9, 2026
33 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $478MItem 5.F on the latest filing (2026-04-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $467M
Private client RAUM: $467MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $95.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,871
Individual clients: 447
High net worth clients: 144
Custody, client assets: $340M
SEC number: 801-116681
CRD: 281045
Filings on the tape: 33
First filed: Apr 24, 2019
Latest filed: Apr 9, 2026
Organised: Limited Liability Company, MA

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
JOHN RUSSELL NOONAN	Certified Financial Planner	SOUTH EASTON, MA	10	26	2	no
WILLIAM R SYLVIA	Certified Financial Planner	SOUTH EASTON, MA	10	19	2	no
MARK DAVID MCAULEY	Certified Financial Planner	SOUTH EASTON, MA	7	21	2	no
John Philip Cooney	Certified Financial Planner	PLYMOUTH, MA	2	19	1	no
JOSEPH F ARSENAULT	Certified Financial Planner	SOUTH EASTON, MA	0	19	1	no

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
NOONAN, JOHN, RUSSELL	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	yes	07/2015	Apr 24, 2019	Oct 16, 2024
SYLVIA JR, WILLIAM, R	Principal	D	yes	07/2015	Apr 24, 2019	Oct 16, 2024

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
GREAT OAK TAX PLANNING, INC.	n/a	n/a	n/a	N	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Plantation	FL	United States	2	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; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$478M	$467M	7	5	2	n/a	n/a
2024	Jan 23, 2025	$390M	$380M	6	4	1	n/a	n/a
2023	Jan 25, 2024	$321M	$308M	5	4	1	n/a	n/a
2022	Feb 23, 2023	$268M	$257M	4	3	1	n/a	n/a
2021	Feb 10, 2022	$267M	$255M	4	3	1	n/a	n/a
2020	Jan 25, 2021	$182M	$173M	4	3	1	n/a	n/a
2019	Feb 25, 2020	$136M	$129M	4	3	1	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
1	0	1	0.0%	0	0	0	2	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	$478M	$390M	22.4%	$268M	21.3%	7	6	2	1

Relationships

Registered with (5)

← JOSEPH F ARSENAULTAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← John Philip CooneyAdvisorregistration: current employment
Nov 3, 2023 to presentfactForm ADV
← MARK DAVID MCAULEYAdvisorregistration: current employment
Feb 11, 2019 to presentfactForm ADV
← WILLIAM R SYLVIAAdvisorregistration: current employment
Nov 16, 2015 to presentfactForm ADV
← JOHN RUSSELL NOONANAdvisorregistration: current employment
Sep 29, 2015 to presentfactForm ADV

Controls (2)

← NOONAN, JOHN, RUSSELLOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 24, 2019 to Oct 16, 2024factForm ADV
← SYLVIA JR, WILLIAM, ROwnerPRINCIPAL, ownership code D, individual
Apr 24, 2019 to Oct 16, 2024factForm ADV

Dated events

Occurred
Apr 24, 2019
First Form ADV filing
Great Oak Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eae05a59-e69c-5234-7a04-3793af417fa5
First observed: Apr 24, 2019
Last observed: Apr 9, 2026 5 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.

GREAT OAK CAPITAL PARTNERS, LLC

CRD 281045

SOUTH EASTON, 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:eae05a59-e69c-5234-7a04-3793af417fa5

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN RUSSELL NOONAN

Certified Financial Planner

SOUTH EASTON, MA

WILLIAM R SYLVIA

Certified Financial Planner

SOUTH EASTON, MA

MARK DAVID MCAULEY

Certified Financial Planner

SOUTH EASTON, MA

John Philip Cooney

Certified Financial Planner

PLYMOUTH, MA

JOSEPH F ARSENAULT

Certified Financial Planner

SOUTH EASTON, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NOONAN, JOHN, RUSSELL

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

07/2015

Apr 24, 2019

Oct 16, 2024

SYLVIA JR, WILLIAM, R

Principal

yes

07/2015

Apr 24, 2019

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREAT OAK TAX PLANNING, INC.

n/a

City

State

Country

Employees

Also broker-dealer

Plantation

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$478M

$467M

n/a

2024

Jan 23, 2025

$390M

$380M

n/a

2023

Jan 25, 2024

$321M

$308M

n/a

2022

Feb 23, 2023

$268M

$257M

n/a

2021

Feb 10, 2022

$267M

$255M

n/a

2020

Jan 25, 2021

$182M

$173M

n/a

2019

Feb 25, 2020

$136M

$129M

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

$478M

$390M

22.4%

$268M

21.3%