FAIRFIELD FINANCIAL ADVISORS LTD
Legal name: FAIRFIELD FINANCIAL ADVISORS
CRD #106408 SEC #801-44279 WELLESLEY, MA 781-431-1119
SEC Registered
Total AUM
$298.1M
Discretionary
$298.1M
Employees
4
Clients
101
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $298.1M | $298.1M | $0 | 4 | 0 |
| Mar 2025 | $298.1M | $298.1M | $0 | 4 | 0 |
| Mar 2024 | $301.8M | $301.8M | $0 | 4 | 0 |
| Aug 2023 | $245.3M | $245.3M | $0 | 6 | 0 |
| May 2023 | $225.2M | $0 | $225.2M | 6 | 0 |
| Mar 2023 | $225.2M | $0 | $225.2M | 6 | 0 |
| Mar 2023 | $225.2M | $0 | $225.2M | 6 | 0 |
| Mar 2022 | $310.2M | $35.6M | $274.6M | 5 | 0 |
| Jun 2021 | $250.8M | $30.7M | $220.2M | 5 | 0 |
| Mar 2021 | $250.8M | $30.7M | $220.2M | 5 | 0 |
| Sep 2020 | $214.3M | $22.9M | $191.5M | 5 | 0 |
| Sep 2020 | $214.3M | $22.9M | $191.5M | 5 | 0 |
| Jun 2020 | $214.3M | $22.9M | $191.5M | 5 | 0 |
| Mar 2020 | $214.3M | $22.9M | $191.5M | 5 | 0 |
| Nov 2019 | $174.7M | $22.9M | $151.9M | 5 | 0 |
| Mar 2019 | $174.7M | $22.9M | $151.9M | 5 | 0 |
| Mar 2018 | $183.3M | $27.5M | $155.8M | 5 | 0 |
| Oct 2017 | $162.9M | $24.2M | $138.8M | 5 | 177 |
| Mar 2017 | $162.9M | $24.2M | $138.8M | 5 | 177 |
| Aug 2016 | $151.4M | $23.1M | $128.3M | 5 | 200 |
| Mar 2016 | $151.4M | $23.1M | $128.3M | 4 | 200 |
| Mar 2016 | $151.4M | $23.1M | $128.3M | 4 | 200 |
| Mar 2015 | $152.8M | $23M | $129.8M | 4 | 200 |
| Mar 2014 | $150.6M | $0 | $150.6M | 4 | 200 |
| Feb 2013 | $125.4M | $0 | $125.4M | 4 | 200 |
| Mar 2012 | $109.2M | $0 | $109.2M | 1 | 200 |
| Aug 2007 | $89.1M | $0 | $89.1M | 5 | -- |
| Feb 2007 | $89.1M | $0 | $89.1M | 5 | -- |
| Mar 2006 | $72.2M | $0 | $72.2M | 5 | -- |
| Sep 2005 | $75.4M | $0 | $75.4M | 5 | -- |
| Feb 2005 | $75.4M | $0 | $75.4M | 5 | -- |
| Mar 2002 | $65M | $0 | $65M | 5 | -- |
DateMay 2025
Total AUM$298.1M
Discretionary$298.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$298.1M
Discretionary$298.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$301.8M
Discretionary$301.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees6
Clients0
DateMar 2023
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees6
Clients0
DateMar 2023
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees6
Clients0
DateMar 2022
Total AUM$310.2M
Discretionary$35.6M
Non-Disc.$274.6M
Employees5
Clients0
DateJun 2021
Total AUM$250.8M
Discretionary$30.7M
Non-Disc.$220.2M
Employees5
Clients0
DateMar 2021
Total AUM$250.8M
Discretionary$30.7M
Non-Disc.$220.2M
Employees5
Clients0
DateSep 2020
Total AUM$214.3M
Discretionary$22.9M
Non-Disc.$191.5M
Employees5
Clients0
DateSep 2020
Total AUM$214.3M
Discretionary$22.9M
Non-Disc.$191.5M
Employees5
Clients0
DateJun 2020
Total AUM$214.3M
Discretionary$22.9M
Non-Disc.$191.5M
Employees5
Clients0
DateMar 2020
Total AUM$214.3M
Discretionary$22.9M
Non-Disc.$191.5M
Employees5
Clients0
DateNov 2019
Total AUM$174.7M
Discretionary$22.9M
Non-Disc.$151.9M
Employees5
Clients0
DateMar 2019
Total AUM$174.7M
Discretionary$22.9M
Non-Disc.$151.9M
Employees5
Clients0
DateMar 2018
Total AUM$183.3M
Discretionary$27.5M
Non-Disc.$155.8M
Employees5
Clients0
DateOct 2017
Total AUM$162.9M
Discretionary$24.2M
Non-Disc.$138.8M
Employees5
Clients177
DateMar 2017
Total AUM$162.9M
Discretionary$24.2M
Non-Disc.$138.8M
Employees5
Clients177
DateAug 2016
Total AUM$151.4M
Discretionary$23.1M
Non-Disc.$128.3M
Employees5
Clients200
DateMar 2016
Total AUM$151.4M
Discretionary$23.1M
Non-Disc.$128.3M
Employees4
Clients200
DateMar 2016
Total AUM$151.4M
Discretionary$23.1M
Non-Disc.$128.3M
Employees4
Clients200
DateMar 2015
Total AUM$152.8M
Discretionary$23M
Non-Disc.$129.8M
Employees4
Clients200
DateMar 2014
Total AUM$150.6M
Discretionary$0
Non-Disc.$150.6M
Employees4
Clients200
DateFeb 2013
Total AUM$125.4M
Discretionary$0
Non-Disc.$125.4M
Employees4
Clients200
DateMar 2012
Total AUM$109.2M
Discretionary$0
Non-Disc.$109.2M
Employees1
Clients200
DateAug 2007
Total AUM$89.1M
Discretionary$0
Non-Disc.$89.1M
Employees5
Clients--
DateFeb 2007
Total AUM$89.1M
Discretionary$0
Non-Disc.$89.1M
Employees5
Clients--
DateMar 2006
Total AUM$72.2M
Discretionary$0
Non-Disc.$72.2M
Employees5
Clients--
DateSep 2005
Total AUM$75.4M
Discretionary$0
Non-Disc.$75.4M
Employees5
Clients--
DateFeb 2005
Total AUM$75.4M
Discretionary$0
Non-Disc.$75.4M
Employees5
Clients--
DateMar 2002
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--