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.
SEC-registered adviser
Mayflower Advisors
Wealth manager with institutional or fund businessBoston, MassachusettsCRD 307857SEC 801-118381websiteIAPD
Legal name Mayflower Financial Advisors, LLC
Latest filing Aug 5, 2026
First filing on the tape Mar 5, 2020 · 17 filings
SEC status approved since Apr 3, 2020
RAUM
$5.8B
reported, Item 5.F
Discretionary
31%
of RAUM
Private clients
23%
$1.3B individuals and HNW
Advisors
27
registered through the firm on IAPD
RAUM per advisor
$215M
derived; firm RAUM over IAPD count
Employees
33
27 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
2
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$5.8B as of Aug 5, 2026
Mar 29, 2021$902M then
HNW client RAUM$1.1B as of Aug 5, 2026
Mar 29, 2021$657M then
State-registered IARs (5.B.3)27 as of Aug 5, 2026
Mar 29, 202120 then
Employees (5.A)33 as of Aug 5, 2026
Mar 29, 202135 then
Private funds2 as of Aug 5, 2026
Mar 18, 20222 then
RAUM +22% over the last fiscal year+78% a year over threeIARs 24 to 27offices 6 to 7
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $215MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 34derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 31%derivedof RAUM
- Institutional
- 76%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 3.4derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $233M, 345 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)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$4.4B76%
- High-net-worth individuals$1.1B20%
- Individuals$204M3.5%
- Corporations and businesses$44.8M0.8%
- Charitable organizations$23.5M0.4%
- Pooled investment vehicles$1.6M0.0%
- Individual clients
- 593reported
- HNW clients
- 333reported
- Pension plan clients
- 249reported
- Charitable clients
- 21reported
- Accounts
- 2,924reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $233M for 345 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.23 fund_share=0.0 institutional_share=0.76 related_bd=false related_bank=false bd_reps=22.0derived
Advisors registered through the firm
26 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Vinson Edward Brod | Boston, Ma | Jul 28, 2020 | 31 y | 1 |
| Joseph Paul Kendall | Boston, Ma | Jul 28, 2020 | 16 y | 1 |
| Jonathan Arthur Taylor | Boston, Ma | Jul 28, 2020 | 14 y | 2 |
| Jeffrey Samuel Mehne | Boston, Ma | Jul 28, 2020 | 23 y | 1 |
| Matthew Jason Mcloy | Boston, Ma | Aug 10, 2020 | 30 y | 2 |
| Ryan Patrick Foley | Providence, Ri | Aug 18, 2020 | 14 y | 3 |
| David John ManukjanCertified Financial Planner | Washington, Dc | Aug 26, 2020 | 11 y | 0 |
| John Albert Longo | Boston, Ma | Aug 27, 2020 | 25 y | 1 |
| Bradley Allen Gorney | Westboro, Ma | Sep 22, 2020 | 22 y | 1 |
| Louis Francis ChongCertified Financial Planner | Boston, Ma | Sep 22, 2020 | 32 y | 3 |
| Lawrence Michael Glazer | Boston, Ma | Oct 14, 2020 | 26 y | 1 |
| Steven Dimitriou | Boston, Ma | Oct 16, 2020 | 34 y | 1 |
| John L WilcoxCertified Financial Planner | Boston, Ma | Jan 4, 2021 | 27 y | 3 |
| Peter Geary Martin | Boston, Ma | Jan 4, 2021 | 32 y | 2 |
| Lloyd George Glazer | Boston, Ma | Jan 14, 2021 | 47 y | 2 |
| Jared Jon Manville | Boston, Ma | Jul 13, 2021 | 27 y | 3 |
| Danielle Lise BreenCertified Financial Planner | Boston, Ma | Oct 13, 2021 | 12 y | 1 |
| Jonida Mucka PapajaniChartered Financial Analyst | Boston, Ma | Oct 20, 2021 | 14 y | 2 |
| Allison M. CrateCertified Financial Planner | Boston, Ma | Jan 25, 2022 | 26 y | 2 |
| Jeff Joseph CashinCertified Financial Planner | Boston, Ma | May 12, 2022 | 19 y | 2 |
| Christopher Ryan Mcsherry | Boston, Ma | Mar 6, 2024 | 12 y | 0 |
| Jonathan Rollins Brown | Boston, Ma | Feb 5, 2025 | 11 y | 0 |
| Corydon George Callahan | Boston, Ma | Feb 27, 2025 | 13 y | 0 |
| John Henry Mitchell | Boston, Ma | Jul 11, 2025 | 28 y | 6 |
| Christopher Barrett | Boston, Ma | Aug 25, 2025 | 39 y | 2 |
| Philip Thomas PurpuraCertified Financial Planner | Boston, Ma | Aug 31, 2026 | 42 y | 9 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 3.7% of current headcount4 left over 36 months
Left, latest
- Colin Patrick Cronin to Shp Wealth Management, LLCMay 1, 2026 · RIA to RIA
- Robert Lowell Lyon to Global Retirement Partners LLCMar 8, 2024 · Other
- Justin Alexander Londergan to Global Retirement Partners LLCMar 8, 2024 · Other
- Justin Gaudino to Ameriprise Financial Services, LLCFeb 9, 2024 · RIA to affiliated broker-dealer or bank
- Damien Thomas Depeter to Pallas Capital Advisors, LLCJun 30, 2023 · RIA to RIA
- Michael Joseph Mccarthy to Pallas Capital Advisors, LLCJun 30, 2023 · RIA to RIA
Joined, latest
- Philip Thomas Purpura from Brookstone Wealth Advisors, LLCAug 31, 2026 · Other
- Maurice Hamilton Patterson from Compass Financial Management LLCApr 14, 2026 · RIA to RIA
- Christopher Barrett from World Investment Advisors, LLCAug 25, 2025 · Other
- John Henry Mitchell from LPL Financial LLCJul 11, 2025 · Affiliated broker-dealer or bank to independent RIA
- Colin Patrick Cronin from Fidelity Personal And Workplace AdvisorsFeb 5, 2025 · Other
- Jeff Joseph Cashin from Fifth Third Securities, Inc.May 12, 2022 · Affiliated broker-dealer or bank to independent RIA
- Allison M. Crate from Derby And Company IncJan 25, 2022 · RIA to RIA
- Jonida Mucka Papajani from Wells Fargo AdvisorsOct 20, 2021 · Wirehouse to independent RIA
- Danielle Lise Breen from Wells Fargo AdvisorsOct 13, 2021 · Wirehouse to independent RIA
- Jared Jon Manville from OnedigitalJul 13, 2021 · Other
- Lloyd George Glazer from Wells Fargo AdvisorsJan 14, 2021 · Wirehouse to independent RIA
- Peter Geary Martin from Wells Fargo AdvisorsJan 4, 2021 · Wirehouse to independent RIA
- Justin Gaudino from Wells Fargo AdvisorsJan 4, 2021 · Wirehouse to independent RIA
- John L Wilcox from Wells Fargo AdvisorsJan 4, 2021 · Wirehouse to independent RIA
- Steven Dimitriou from Wells Fargo AdvisorsOct 16, 2020 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Global Retirement Partners LLCMar 8, 2024 · Lexington, Ma
- 2 left for Pallas Capital Advisors, LLCJun 30, 2023 · Boston, Ma
- 2 joined from Wells Fargo AdvisorsOct 23, 2020 · Westborough, Ma
- 9 joined from Wells Fargo AdvisorsAug 7, 2020 · Boston, Ma
- 8 joined from Wells Fargo AdvisorsJul 21, 2020 · Boston, Ma
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Mayflower Capital Fund II, A Series Of Mayflower Commodore Funds, LLC | Private Equity Fund | $1.3M | 11 | Mar 18, 2022 |
| Mayflower Capital Fund III (Qcs Only), A Series Of Mayflower Commodore Funds, LLC | Private Equity Fund | $246,847 | 20 | Mar 18, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Edward Vinson Brod · Chief Compliance Officercontrolsince 07/2020 · owns less than 5%
- Steven Dimitriou · Managing Partner/Ceocontrolsince 04/2019 · owns less than 5%
- Michael Lawrence Glazer · Managing Partnercontrolsince 04/2019 · owns less than 5%
- George Lloyd Glazer · Managing Partnercontrolsince 04/2019 · owns less than 5%
- Steven Dimitriou · Ownercontrolsince 09/2023 · owns 25% to 50% of Mayflower Legacy Partners LLC
- Michael Lawrence Glazer · Ownercontrolsince 09/2023 · owns 25% to 50% of Mayflower Legacy Partners LLC
- George Lloyd Glazer · Ownercontrolsince 09/2023 · owns 25% to 50% of Mayflower Legacy Partners LLC
Entity owners
- Mayflower Financial Holdings, LLC · Memberdirect · owns 75% or more
- Mayflower Legacy Partners LLC · Indirect Ownerindirect · owns 75% or more of Mayflower Financial Holdings, LLC
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 |
|---|---|---|---|---|---|
| Boston, Ma · principal | 27 | 2 | 1 | ||
| Lexington, Ma | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Westborough, MA5 employees
- Durham, NC1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Aug 5, 2026institutional share of RAUM of 76% against a peer median of 4% (289 comparable advisers, 100.0th percentile, 14.2 robust deviations)peers: independent wealth managers, $5B to $20B (289) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 2,482 to 2,924Sep 11, 2025 to Mar 27, 2026
- Advisory employees · 24 to 27Sep 11, 2025 to Mar 27, 2026
- Advisory activities · 5 to 6Sep 11, 2025 to Mar 27, 2026
- BD registered reps · 20 to 22Sep 11, 2025 to Mar 27, 2026
- Charity clients · 26 to 21Sep 11, 2025 to Mar 27, 2026
- Corporate clients · 40 to 27Sep 11, 2025 to Mar 27, 2026
- HNW clients · 240 to 333Sep 11, 2025 to Mar 27, 2026
- Individual clients · 560 to 593Sep 11, 2025 to Mar 27, 2026
- Pension plan clients · 217 to 249Sep 11, 2025 to Mar 27, 2026
- Assets in custody · $219M to $233MSep 11, 2025 to Mar 27, 2026
- Employees · 30 to 33Sep 11, 2025 to Mar 27, 2026
- State-registered IARs · 24 to 27Sep 11, 2025 to Mar 27, 2026
- Other offices · 6 to 7Sep 11, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.5B to $1.8BSep 11, 2025 to Mar 27, 2026
- HNW RAUM · $751M to $1.1BSep 11, 2025 to Mar 27, 2026
- Individual RAUM · $363M to $204MSep 11, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $3.3B to $4.0BSep 11, 2025 to Mar 27, 2026
- Pension RAUM · $3.6B to $4.4BSep 11, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.8M to $1.6MSep 11, 2025 to Mar 27, 2026
- RAUM · $4.8B to $5.8BSep 11, 2025 to Mar 27, 2026
- Accounts · 2,361 to 2,482Sep 10, 2024 to Mar 21, 2025
- Advisory employees · 21 to 24Sep 10, 2024 to Mar 21, 2025
- BD registered reps · 13 to 20Sep 10, 2024 to Mar 21, 2025
- Charity clients · 21 to 26Sep 10, 2024 to Mar 21, 2025
- Corporate clients · 34 to 40Sep 10, 2024 to Mar 21, 2025
- HNW clients · 222 to 240Sep 10, 2024 to Mar 21, 2025
- Individual clients · 596 to 560Sep 10, 2024 to Mar 21, 2025
- Pension plan clients · 243 to 217Sep 10, 2024 to Mar 21, 2025
- Assets in custody · $620M to $219MSep 10, 2024 to Mar 21, 2025
- Employees · 28 to 30Sep 10, 2024 to Mar 21, 2025
- Financial planning clients · 251-500 to 251-500Sep 10, 2024 to Mar 21, 2025
- State-registered IARs · 21 to 24Sep 10, 2024 to Mar 21, 2025
- Other offices · 4 to 6Sep 10, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.1B to $1.5BSep 10, 2024 to Mar 21, 2025
- HNW RAUM · $714M to $751MSep 10, 2024 to Mar 21, 2025
- Individual RAUM · $187M to $363MSep 10, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $3.5B to $3.3BSep 10, 2024 to Mar 21, 2025
- Pension RAUM · $3.7B to $3.6BSep 10, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $2.5M to $1.8MSep 10, 2024 to Mar 21, 2025
- RAUM · $4.7B to $4.8BSep 10, 2024 to Mar 21, 2025
Signals
13 dated events
- Colin Patrick Cronin left Mayflower Advisors for Shp Wealth Management, Llc (registered 2026-05-28)May 1, 2026 · Advisor changed firm · fact
- Mayflower Advisors reported RAUM $4.7B, up 356% from $1.0B (2024-01-02 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Justin Alexander Londergan left Mayflower Advisors for Global Retirement Partners Llc (registered 2024-03-13)Mar 8, 2024 · Advisor changed firm · fact
- Robert Lowell Lyon left Mayflower Advisors for Global Retirement Partners Llc (registered 2024-03-13)Mar 8, 2024 · Advisor changed firm · fact
- 2 advisors left Mayflower Advisors (Lexington, MA) for Global Retirement Partners LLC on the same dayMar 8, 2024 · Team lift-out · derived
- Justin Gaudino left Mayflower Advisors for Ameriprise Financial Services, Llc (registered 2024-03-12)Feb 9, 2024 · Advisor changed firm · fact
- Michael Joseph Mccarthy left Mayflower Advisors for Pallas Capital Advisors, Llc (registered 2023-06-26)Jun 30, 2023 · Advisor changed firm · fact
- Damien Thomas Depeter left Mayflower Advisors for Pallas Capital Advisors, Llc (registered 2023-06-26)Jun 30, 2023 · Advisor changed firm · fact
- 2 advisors left Mayflower Advisors (Boston, MA) for Pallas Capital Advisors, LLC on the same dayJun 30, 2023 · Team lift-out · derived
- Mayflower Advisors reported 20 state-registered advisory representatives, up from 8 (2020-08-07 to 2021-03-29)Mar 29, 2021 · Advisor headcount change · derived
- Mayflower Advisors reported RAUM $901.6M, up 639% from $122.0M (2020-08-07 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Edward Vinson Brod (Chief Compliance Officer) appeared on Schedule A of Mayflower AdvisorsJul 17, 2020 · Control person joined · fact
- Mayflower Financial Advisors, Llc filed its initial SEC registration (Form ADV)Mar 5, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Mayflower Advisors · Independent Sponsorsshared crd · capital_provider
- Mayflower Advisors · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- info@mayfloweradvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 508-898-1900reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 508-948-4050reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 617-259-1767reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- mayfloweradvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-259-1767reportedpublic record, Form ADV, Aug 5, 2026
- Contact form
- mayfloweradvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- mayfloweradvisors.com/our-teamreportedpublished by the firm, firm site, Sep 16, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $215Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026