DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M••••••• F•••••••• S•••••••• I•••
Latest filing Feb 24, 2026
First filing on the tape Feb 15, 2012 · 34 filings
SEC status approved since Jul 29, 2010
RAUM
$798M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$793M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$199M
derived; firm RAUM over IAPD count
Employees
11
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$798M as of Feb 24, 2026
Mar 30, 2012$259M then
HNW client RAUM$574M as of Feb 24, 2026
Mar 28, 2018$230M then
State-registered IARs (5.B.3)4 as of Feb 24, 2026
Feb 1, 20132 then
Employees (5.A)11 as of Feb 24, 2026
Feb 1, 20137 then
Private funds: no history
RAUM +17% over the last fiscal year+15% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Feb 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $199MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 232derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $298,609derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $11.8M, 23 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$574M72%
- Individuals$219M27%
- Charitable organizations$3.9M0.5%
- Corporations and businesses$1.2M0.2%
- Individual clients
- 630reported
- HNW clients
- 298reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,672reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $11.8M for 23 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• M••••••• R•••Certified Financial Planner | Marshfield, Ma | Sep 10, 2010 | 20 y | 1 |
| M•••••• J••••• M•••••••Certified Financial Planner | Marshfield, Ma | Sep 10, 2010 | 44 y | 1 |
| J••••• J••••••• M•••••••Certified Financial Planner | Chelmsford, Ma | Feb 4, 2013 | 23 y | 0 |
| E••• N• S•••••••Certified Financial Planner | Marshfield, Ma | Oct 21, 2025 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M•••••• J••••• M••••••• from C••••••••• F•••••••• N••••••Sep 10, 2010 · Other
- A••••• M••••••• R••• from C••••••••• F•••••••• N••••••Sep 10, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••••• J•••••• J••••••• · Vice Presidentcontrolsince 12/2005 · owns 10% to 25%
- M•••••••• M••••••• J••••• · President & Directorcontrolsince 12/2005 · owns 75% or more
- R•••• A•••••• M••••••• · Chief Compliance Officer, Secretary,Treasurercontrolsince 12/2005 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Marshfield, Ma · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Chelmsford, MA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Feb 24, 2026pension consulting (Item 5.G.6): yes on the filing of 2025-11-26, no on the filing of 2026-02-24peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 2,639 to 2,672Nov 26, 2025 to Feb 24, 2026
- Advisory activities · 3 to 2Nov 26, 2025 to Feb 24, 2026
- HNW clients · 269 to 298Nov 26, 2025 to Feb 24, 2026
- Individual clients · 650 to 630Nov 26, 2025 to Feb 24, 2026
- Assets in custody · $11.7M to $11.8MNov 26, 2025 to Feb 24, 2026
- Financial planning clients · 11-25 to 1-10Nov 26, 2025 to Feb 24, 2026
- Discretionary RAUM · $611M to $798MNov 26, 2025 to Feb 24, 2026
- HNW RAUM · $438M to $574MNov 26, 2025 to Feb 24, 2026
- Individual RAUM · $240M to $219MNov 26, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $69.6M to $0Nov 26, 2025 to Feb 24, 2026
- RAUM · $680M to $798MNov 26, 2025 to Feb 24, 2026
- Financial planning clients · 11-25 to 11-25Feb 21, 2025 to Apr 24, 2025
- Accounts · 2,594 to 2,639Mar 22, 2024 to Feb 21, 2025
- HNW clients · 239 to 269Mar 22, 2024 to Feb 21, 2025
- Individual clients · 631 to 650Mar 22, 2024 to Feb 21, 2025
- Assets in custody · $11.8M to $11.7MMar 22, 2024 to Feb 21, 2025
- Discretionary RAUM · $584M to $611MMar 22, 2024 to Feb 21, 2025
- HNW RAUM · $396M to $438MMar 22, 2024 to Feb 21, 2025
- Individual RAUM · $208M to $240MMar 22, 2024 to Feb 21, 2025
- Non-discretionary RAUM · $20.8M to $69.6MMar 22, 2024 to Feb 21, 2025
- RAUM · $605M to $680MMar 22, 2024 to Feb 21, 2025
- Accounts · 2,576 to 2,594Sep 21, 2023 to Mar 22, 2024
- Corporate clients · unset to 6.0Sep 21, 2023 to Mar 22, 2024
- HNW clients · 199 to 239Sep 21, 2023 to Mar 22, 2024
- Individual clients · 585 to 631Sep 21, 2023 to Mar 22, 2024
- Pension plan clients · 128.0 to unsetSep 21, 2023 to Mar 22, 2024
- Assets in custody · $12.5M to $11.8MSep 21, 2023 to Mar 22, 2024
- Employees · 12 to 11Sep 21, 2023 to Mar 22, 2024
- Discretionary RAUM · $513M to $584MSep 21, 2023 to Mar 22, 2024
- HNW RAUM · $282M to $396MSep 21, 2023 to Mar 22, 2024
- Individual RAUM · $195M to $208MSep 21, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $8.2M to $20.8MSep 21, 2023 to Mar 22, 2024
- Pension RAUM · 43064021.0 to unsetSep 21, 2023 to Mar 22, 2024
- RAUM · $521M to $605MSep 21, 2023 to Mar 22, 2024
- Accounts · 2,581 to 2,576Oct 11, 2022 to Mar 8, 2023
- HNW clients · 198 to 199Oct 11, 2022 to Mar 8, 2023
- Individual clients · 592 to 585Oct 11, 2022 to Mar 8, 2023
- Pension plan clients · 130 to 128Oct 11, 2022 to Mar 8, 2023
- Assets in custody · $12.1M to $12.5MOct 11, 2022 to Mar 8, 2023
- Employees · 11 to 12Oct 11, 2022 to Mar 8, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 978-256-7447reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/mcnamara-financial-services-inc-reportedpublic record, Form ADV, Sep 19, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 781-834-2010reportedpublic record, Form ADV, Feb 24, 2026
- Contact form
- m•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $199Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026