BAY COLONY ADVISORY GROUP, INC.
Legal name: BAY COLONY ADVISORS
CRD #152583 SEC #801-107792 CONCORD, MA 978-369-7200
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
36
Clients
--
Accounts
4,039
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.2B | $68.5M | 36 | 0 |
| Oct 2025 | $1.3B | $1.2B | $68.5M | 36 | 0 |
| Sep 2025 | $1.3B | $1.2B | $68.5M | 36 | 0 |
| May 2025 | $1.3B | $1.2B | $68.5M | 36 | 0 |
| May 2025 | $1.3B | $1.2B | $68.5M | 36 | 0 |
| Mar 2025 | $1.3B | $1.2B | $68.5M | 31 | 0 |
| Jan 2025 | $1.1B | $1B | $57.1M | 27 | 0 |
| Nov 2024 | $1.1B | $1B | $57.1M | 27 | 0 |
| Nov 2024 | $1.1B | $1B | $57.1M | 27 | 0 |
| Jun 2024 | $1.1B | $1B | $57.1M | 27 | 0 |
| Mar 2024 | $1.1B | $1B | $57.1M | 27 | 0 |
| Jan 2024 | $893.3M | $836.2M | $57.1M | 23 | 0 |
| Nov 2023 | $893.3M | $836.2M | $57.1M | 23 | 0 |
| May 2023 | $893.3M | $836.2M | $57.1M | 23 | 0 |
| Mar 2023 | $893.3M | $836.2M | $57.1M | 23 | 0 |
| Nov 2022 | $805.5M | $731.9M | $73.7M | 23 | 0 |
| Aug 2022 | $805.5M | $731.9M | $73.7M | 23 | 0 |
| Jun 2022 | $805.5M | $731.9M | $73.7M | 23 | 0 |
| Apr 2022 | $805.5M | $731.9M | $73.7M | 23 | 0 |
| Mar 2022 | $805.5M | $731.9M | $73.7M | 23 | 0 |
| Jan 2022 | $535.8M | $462.6M | $73.2M | 23 | 0 |
| Jul 2021 | $535.8M | $462.6M | $73.2M | 23 | 0 |
| Jun 2021 | $535.8M | $462.6M | $73.2M | 23 | 0 |
| Apr 2021 | $535.8M | $462.6M | $73.2M | 23 | 0 |
| Mar 2021 | $535.8M | $462.6M | $73.2M | 23 | 0 |
| Mar 2021 | $535.8M | $462.6M | $73.2M | 23 | 0 |
| Dec 2020 | $408.6M | $322.7M | $85.9M | 20 | 0 |
| Jun 2020 | $408.6M | $322.7M | $85.9M | 20 | 0 |
| May 2020 | $408.6M | $322.7M | $85.9M | 20 | 0 |
| Apr 2020 | $408.6M | $322.7M | $85.9M | 20 | 0 |
| Apr 2020 | $408.6M | $322.7M | $85.9M | 20 | 0 |
| Mar 2020 | $408.6M | $322.7M | $85.9M | 20 | 0 |
| Nov 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Oct 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Aug 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Jul 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Mar 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Mar 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Feb 2019 | $376.9M | $350.9M | $25.9M | 20 | 0 |
| Sep 2018 | $311.4M | $278.5M | $33M | 20 | 0 |
| Aug 2018 | $311.4M | $278.5M | $33M | 20 | 0 |
| Mar 2018 | $311.4M | $278.5M | $33M | 20 | 0 |
| Jan 2018 | $179.2M | $161M | $18.2M | 14 | 0 |
| Aug 2017 | $179.2M | $161M | $18.2M | 14 | 300 |
| Jul 2017 | $179.2M | $161M | $18.2M | 14 | 300 |
| Apr 2017 | $179.2M | $161M | $18.2M | 14 | 300 |
| Mar 2017 | $179.2M | $161M | $18.2M | 14 | 300 |
| Dec 2016 | $100.6M | $81.3M | $19.3M | 10 | 100 |
| Sep 2016 | $100.6M | $81.3M | $19.3M | 10 | 100 |
| Sep 2016 | $100.6M | $81.3M | $19.3M | 10 | 100 |
| May 2016 | $100.6M | $81.3M | $19.3M | 10 | 100 |
| Apr 2016 | $100.6M | $81.3M | $19.3M | 10 | 100 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$68.5M
Employees36
Clients0
DateOct 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$68.5M
Employees36
Clients0
DateSep 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$68.5M
Employees36
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$68.5M
Employees36
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$68.5M
Employees36
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$68.5M
Employees31
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$57.1M
Employees27
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$57.1M
Employees27
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$57.1M
Employees27
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$57.1M
Employees27
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$57.1M
Employees27
Clients0
DateJan 2024
Total AUM$893.3M
Discretionary$836.2M
Non-Disc.$57.1M
Employees23
Clients0
DateNov 2023
Total AUM$893.3M
Discretionary$836.2M
Non-Disc.$57.1M
Employees23
Clients0
DateMay 2023
Total AUM$893.3M
Discretionary$836.2M
Non-Disc.$57.1M
Employees23
Clients0
DateMar 2023
Total AUM$893.3M
Discretionary$836.2M
Non-Disc.$57.1M
Employees23
Clients0
DateNov 2022
Total AUM$805.5M
Discretionary$731.9M
Non-Disc.$73.7M
Employees23
Clients0
DateAug 2022
Total AUM$805.5M
Discretionary$731.9M
Non-Disc.$73.7M
Employees23
Clients0
DateJun 2022
Total AUM$805.5M
Discretionary$731.9M
Non-Disc.$73.7M
Employees23
Clients0
DateApr 2022
Total AUM$805.5M
Discretionary$731.9M
Non-Disc.$73.7M
Employees23
Clients0
DateMar 2022
Total AUM$805.5M
Discretionary$731.9M
Non-Disc.$73.7M
Employees23
Clients0
DateJan 2022
Total AUM$535.8M
Discretionary$462.6M
Non-Disc.$73.2M
Employees23
Clients0
DateJul 2021
Total AUM$535.8M
Discretionary$462.6M
Non-Disc.$73.2M
Employees23
Clients0
DateJun 2021
Total AUM$535.8M
Discretionary$462.6M
Non-Disc.$73.2M
Employees23
Clients0
DateApr 2021
Total AUM$535.8M
Discretionary$462.6M
Non-Disc.$73.2M
Employees23
Clients0
DateMar 2021
Total AUM$535.8M
Discretionary$462.6M
Non-Disc.$73.2M
Employees23
Clients0
DateMar 2021
Total AUM$535.8M
Discretionary$462.6M
Non-Disc.$73.2M
Employees23
Clients0
DateDec 2020
Total AUM$408.6M
Discretionary$322.7M
Non-Disc.$85.9M
Employees20
Clients0
DateJun 2020
Total AUM$408.6M
Discretionary$322.7M
Non-Disc.$85.9M
Employees20
Clients0
DateMay 2020
Total AUM$408.6M
Discretionary$322.7M
Non-Disc.$85.9M
Employees20
Clients0
DateApr 2020
Total AUM$408.6M
Discretionary$322.7M
Non-Disc.$85.9M
Employees20
Clients0
DateApr 2020
Total AUM$408.6M
Discretionary$322.7M
Non-Disc.$85.9M
Employees20
Clients0
DateMar 2020
Total AUM$408.6M
Discretionary$322.7M
Non-Disc.$85.9M
Employees20
Clients0
DateNov 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateOct 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateAug 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateJul 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateMar 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateMar 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateFeb 2019
Total AUM$376.9M
Discretionary$350.9M
Non-Disc.$25.9M
Employees20
Clients0
DateSep 2018
Total AUM$311.4M
Discretionary$278.5M
Non-Disc.$33M
Employees20
Clients0
DateAug 2018
Total AUM$311.4M
Discretionary$278.5M
Non-Disc.$33M
Employees20
Clients0
DateMar 2018
Total AUM$311.4M
Discretionary$278.5M
Non-Disc.$33M
Employees20
Clients0
DateJan 2018
Total AUM$179.2M
Discretionary$161M
Non-Disc.$18.2M
Employees14
Clients0
DateAug 2017
Total AUM$179.2M
Discretionary$161M
Non-Disc.$18.2M
Employees14
Clients300
DateJul 2017
Total AUM$179.2M
Discretionary$161M
Non-Disc.$18.2M
Employees14
Clients300
DateApr 2017
Total AUM$179.2M
Discretionary$161M
Non-Disc.$18.2M
Employees14
Clients300
DateMar 2017
Total AUM$179.2M
Discretionary$161M
Non-Disc.$18.2M
Employees14
Clients300
DateDec 2016
Total AUM$100.6M
Discretionary$81.3M
Non-Disc.$19.3M
Employees10
Clients100
DateSep 2016
Total AUM$100.6M
Discretionary$81.3M
Non-Disc.$19.3M
Employees10
Clients100
DateSep 2016
Total AUM$100.6M
Discretionary$81.3M
Non-Disc.$19.3M
Employees10
Clients100
DateMay 2016
Total AUM$100.6M
Discretionary$81.3M
Non-Disc.$19.3M
Employees10
Clients100
DateApr 2016
Total AUM$100.6M
Discretionary$81.3M
Non-Disc.$19.3M
Employees10
Clients100