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

B••••• P•••••••• A•••••••

Independent wealth managerB•••••, MassachusettsCRD 172374SEC 801-135801websiteIAPD
Legal name B••••• P•••••••• A•••••••• L••
Latest filing Jul 13, 2026
First filing on the tape Apr 15, 2026 · 2 filings
SEC status approved since Apr 9, 2026
RAUM
$122M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$122M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$60.8M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$122M as of Jul 13, 2026
Apr 15, 2026$122M then
HNW client RAUM$98.7M as of Jul 13, 2026
Apr 15, 2026$98.7M then
State-registered IARs (5.B.3)2 as of Jul 13, 2026
Apr 15, 20262 then
Employees (5.A)3 as of Jul 13, 2026
Apr 15, 20263 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 13, 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
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$60.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
73derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.4MderivedHNW RAUM over HNW clients
Average account
$317,339derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Custody
$7.6M, 17 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$98.7M81%
  • Individuals$22.8M19%
Individual clients
76reported
HNW clients
69reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
383reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$7.6M for 17 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • W•••••••• B•••••••• G•••• · President, Chief Executive Officer , Chief Investment Officer, Ccocontrol
        since 12/2014 · owns 75% or more
      Entity owners
      • L•••• A••••••• L•• · Minority Owner
        direct · 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
      OfficeAdvisorsJoinedLeftTeams outForming
      B•••••, Ma · principal200
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      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 email
      info@bostonportfolioadvisers.comreportedpublished by the firm, firm site, Sep 17, 2026
      Business email
      infod@bostonportfolioadvisers.comreportedpublished by the firm, firm site, Sep 17, 2026
      Business phone
      617-227-7807reportedpublished by the firm, firm site, Sep 17, 2026
      Business phone
      617-227-7809reportedpublished by the firm, firm site, Sep 17, 2026
      Website
      B•••••P••••••••ADVISERS.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      617-227-7807reportedpublic record, Form ADV, Jul 13, 2026
      Contact form
      bostonportfolioadvisers.com/contact-boston-portfolio-adviserreportedpublished 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
      $60.8Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026