THE FINANCIAL ADVISORS, LLC
CRD #146680 SEC #801-68921 ANDOVER, MA 978-475-3242
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
11
Clients
--
Accounts
2,146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $13.5M | 11 | 0 |
| Jun 2025 | $1.1B | $1.1B | $13.5M | 11 | 0 |
| Apr 2025 | $1.1B | $1.1B | $13.5M | 11 | 0 |
| Mar 2025 | $1.1B | $1.1B | $13.5M | 11 | 0 |
| Oct 2024 | $981.1M | $970.4M | $10.7M | 13 | 0 |
| Jun 2024 | $981.1M | $970.4M | $10.7M | 13 | 0 |
| Mar 2024 | $981.1M | $970.4M | $10.7M | 13 | 0 |
| Oct 2023 | $850M | $830.7M | $19.3M | 13 | 0 |
| Sep 2023 | $850M | $830.7M | $19.3M | 13 | 0 |
| Jun 2023 | $850M | $830.7M | $19.3M | 13 | 0 |
| Apr 2023 | $850M | $830.7M | $19.3M | 13 | 0 |
| Mar 2023 | $850M | $830.7M | $19.3M | 13 | 0 |
| Sep 2022 | $974.8M | $938.4M | $36.4M | 14 | 0 |
| Aug 2022 | $974.8M | $938.4M | $36.4M | 14 | 0 |
| Aug 2022 | $974.8M | $938.4M | $36.4M | 14 | 0 |
| Jul 2022 | $974.8M | $938.4M | $36.4M | 14 | 0 |
| Mar 2022 | $974.8M | $938.4M | $36.4M | 13 | 0 |
| Oct 2021 | $819.7M | $788.7M | $31M | 14 | 0 |
| Apr 2021 | $819.7M | $788.7M | $31M | 13 | 0 |
| Mar 2021 | $819.7M | $788.7M | $31M | 13 | 0 |
| Jun 2020 | $731.7M | $703.9M | $27.9M | 14 | 0 |
| Mar 2020 | $731.7M | $703.9M | $27.9M | 14 | 0 |
| Mar 2019 | $596.4M | $573.2M | $23.2M | 14 | 0 |
| Aug 2018 | $564.7M | $561.6M | $3.2M | 14 | 0 |
| Mar 2018 | $564.7M | $561.6M | $3.2M | 14 | 0 |
| Mar 2017 | $481.5M | $470.3M | $11.2M | 15 | 600 |
| Dec 2016 | $414.3M | $0 | $414.3M | 7 | 500 |
| Dec 2016 | $414.3M | $0 | $414.3M | 7 | 500 |
| Jul 2016 | $414.3M | $0 | $414.3M | 7 | 500 |
| Mar 2016 | $414.3M | $0 | $414.3M | 7 | 500 |
| Mar 2015 | $395.9M | $0 | $395.9M | 7 | 500 |
| Mar 2014 | $377.8M | $0 | $377.8M | 8 | 500 |
| Mar 2013 | $303.1M | $0 | $303.1M | 6 | 500 |
| Mar 2012 | $251.6M | $0 | $251.6M | 6 | 400 |
| Mar 2011 | $238.2M | $0 | $238.2M | 10 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.5M
Employees11
Clients0
DateJun 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.5M
Employees11
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.5M
Employees11
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.5M
Employees11
Clients0
DateOct 2024
Total AUM$981.1M
Discretionary$970.4M
Non-Disc.$10.7M
Employees13
Clients0
DateJun 2024
Total AUM$981.1M
Discretionary$970.4M
Non-Disc.$10.7M
Employees13
Clients0
DateMar 2024
Total AUM$981.1M
Discretionary$970.4M
Non-Disc.$10.7M
Employees13
Clients0
DateOct 2023
Total AUM$850M
Discretionary$830.7M
Non-Disc.$19.3M
Employees13
Clients0
DateSep 2023
Total AUM$850M
Discretionary$830.7M
Non-Disc.$19.3M
Employees13
Clients0
DateJun 2023
Total AUM$850M
Discretionary$830.7M
Non-Disc.$19.3M
Employees13
Clients0
DateApr 2023
Total AUM$850M
Discretionary$830.7M
Non-Disc.$19.3M
Employees13
Clients0
DateMar 2023
Total AUM$850M
Discretionary$830.7M
Non-Disc.$19.3M
Employees13
Clients0
DateSep 2022
Total AUM$974.8M
Discretionary$938.4M
Non-Disc.$36.4M
Employees14
Clients0
DateAug 2022
Total AUM$974.8M
Discretionary$938.4M
Non-Disc.$36.4M
Employees14
Clients0
DateAug 2022
Total AUM$974.8M
Discretionary$938.4M
Non-Disc.$36.4M
Employees14
Clients0
DateJul 2022
Total AUM$974.8M
Discretionary$938.4M
Non-Disc.$36.4M
Employees14
Clients0
DateMar 2022
Total AUM$974.8M
Discretionary$938.4M
Non-Disc.$36.4M
Employees13
Clients0
DateOct 2021
Total AUM$819.7M
Discretionary$788.7M
Non-Disc.$31M
Employees14
Clients0
DateApr 2021
Total AUM$819.7M
Discretionary$788.7M
Non-Disc.$31M
Employees13
Clients0
DateMar 2021
Total AUM$819.7M
Discretionary$788.7M
Non-Disc.$31M
Employees13
Clients0
DateJun 2020
Total AUM$731.7M
Discretionary$703.9M
Non-Disc.$27.9M
Employees14
Clients0
DateMar 2020
Total AUM$731.7M
Discretionary$703.9M
Non-Disc.$27.9M
Employees14
Clients0
DateMar 2019
Total AUM$596.4M
Discretionary$573.2M
Non-Disc.$23.2M
Employees14
Clients0
DateAug 2018
Total AUM$564.7M
Discretionary$561.6M
Non-Disc.$3.2M
Employees14
Clients0
DateMar 2018
Total AUM$564.7M
Discretionary$561.6M
Non-Disc.$3.2M
Employees14
Clients0
DateMar 2017
Total AUM$481.5M
Discretionary$470.3M
Non-Disc.$11.2M
Employees15
Clients600
DateDec 2016
Total AUM$414.3M
Discretionary$0
Non-Disc.$414.3M
Employees7
Clients500
DateDec 2016
Total AUM$414.3M
Discretionary$0
Non-Disc.$414.3M
Employees7
Clients500
DateJul 2016
Total AUM$414.3M
Discretionary$0
Non-Disc.$414.3M
Employees7
Clients500
DateMar 2016
Total AUM$414.3M
Discretionary$0
Non-Disc.$414.3M
Employees7
Clients500
DateMar 2015
Total AUM$395.9M
Discretionary$0
Non-Disc.$395.9M
Employees7
Clients500
DateMar 2014
Total AUM$377.8M
Discretionary$0
Non-Disc.$377.8M
Employees8
Clients500
DateMar 2013
Total AUM$303.1M
Discretionary$0
Non-Disc.$303.1M
Employees6
Clients500
DateMar 2012
Total AUM$251.6M
Discretionary$0
Non-Disc.$251.6M
Employees6
Clients400
DateMar 2011
Total AUM$238.2M
Discretionary$0
Non-Disc.$238.2M
Employees10
Clients--