FLAGSHIP HARBOR ADVISORS, LLC
CRD #155733 SEC #801-71997 BOSTON, MA (857) 350-4229
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
60
Clients
251
Accounts
13,382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3B | $3B | $0 | 60 | 27 |
| Nov 2025 | $3B | $3B | $0 | 60 | 27 |
| Nov 2025 | $3B | $3B | $0 | 60 | 27 |
| Nov 2025 | $3B | $3B | $0 | 60 | 27 |
| Aug 2025 | $3B | $3B | $0 | 60 | 27 |
| Apr 2025 | $3B | $3B | $0 | 60 | 27 |
| Jan 2025 | $3B | $3B | $0 | 60 | 27 |
| Jan 2025 | $2.4B | $2.4B | $0 | 58 | 52 |
| May 2024 | $2.4B | $2.4B | $0 | 58 | 52 |
| Jan 2024 | $2.4B | $2.4B | $0 | 58 | 52 |
| Oct 2023 | $1.9B | $1.9B | $0 | 52 | 39 |
| Mar 2023 | $1.9B | $1.9B | $0 | 52 | 39 |
| Mar 2023 | $1.9B | $1.9B | $0 | 52 | 39 |
| Jan 2023 | $1.9B | $1.9B | $0 | 53 | 39 |
| Oct 2022 | $2.1B | $2.1B | $0 | 54 | 51 |
| Sep 2022 | $2.1B | $2.1B | $0 | 54 | 51 |
| May 2022 | $2.1B | $2.1B | $0 | 54 | 51 |
| Feb 2022 | $2.1B | $2.1B | $0 | 53 | 51 |
| Oct 2021 | $2B | $2B | $0 | 55 | 53 |
| Mar 2021 | $2B | $2B | $0 | 55 | 53 |
| Mar 2021 | $2B | $2B | $0 | 55 | 53 |
| Oct 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Oct 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Oct 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Aug 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Jul 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Jun 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Jun 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Jun 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Apr 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Mar 2020 | $1.6B | $1.6B | $0 | 52 | 46 |
| Dec 2019 | $1.4B | $1.4B | $0 | 54 | 61 |
| Nov 2019 | $1.4B | $1.4B | $0 | 54 | 61 |
| Sep 2019 | $1.4B | $1.4B | $0 | 54 | 61 |
| Jun 2019 | $1.4B | $1.4B | $0 | 54 | 61 |
| Jun 2019 | $1.4B | $1.4B | $0 | 54 | 61 |
| Mar 2019 | $1.4B | $1.4B | $0 | 54 | 61 |
| Dec 2018 | $1.3B | $1.3B | $0 | 59 | 61 |
| Dec 2018 | $1.3B | $1.3B | $0 | 59 | 61 |
| Nov 2018 | $1.3B | $1.3B | $0 | 59 | 61 |
| Oct 2018 | $1.3B | $1.3B | $0 | 59 | 61 |
| Mar 2018 | $1.3B | $1.3B | $0 | 59 | 61 |
| Dec 2017 | $1.2B | $1.2B | $0 | 63 | 59 |
| Apr 2017 | $1.1B | $1.1B | $13.3M | 63 | 3,100 |
| Mar 2017 | $1.1B | $1.1B | $13.3M | 63 | 3,100 |
| Dec 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| Nov 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| Aug 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| Jun 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| May 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| Mar 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| Mar 2016 | $847.5M | $825.5M | $21.9M | 62 | 646 |
| Oct 2015 | $685.9M | $661.1M | $24.8M | 48 | 2,200 |
| Sep 2015 | $685.9M | $661.1M | $24.8M | 48 | 2,200 |
| Jun 2015 | $685.9M | $661.1M | $24.8M | 48 | 2,200 |
| Mar 2015 | $685.9M | $661.1M | $24.8M | 48 | 2,200 |
| Mar 2015 | $531M | $508.8M | $22.2M | 41 | 1,600 |
| Aug 2014 | $531M | $508.8M | $22.2M | 41 | 1,600 |
| Jul 2014 | $531M | $508.8M | $22.2M | 41 | 1,600 |
| May 2014 | $531M | $508.8M | $22.2M | 41 | 1,600 |
| Mar 2014 | $531M | $508.8M | $22.2M | 41 | 1,600 |
| Jan 2014 | $231.3M | $209.3M | $22M | 33 | 735 |
| Dec 2013 | $231.3M | $209.3M | $22M | 33 | 735 |
| Sep 2013 | $231.3M | $209.3M | $22M | 33 | 735 |
| Sep 2013 | $231.3M | $209.3M | $22M | 33 | 735 |
| Jun 2013 | $231.3M | $209.3M | $22M | 33 | 735 |
| May 2013 | $231.3M | $209.3M | $22M | 33 | 735 |
| Apr 2013 | $231.3M | $209.3M | $22M | 33 | 735 |
| Jan 2013 | $141.3M | $120.2M | $21.1M | 17 | 900 |
| Mar 2012 | $141.3M | $120.2M | $21.1M | 11 | 900 |
| Apr 2011 | $89.7M | $73.6M | $16.1M | -- | -- |
| Mar 2011 | $0 | $0 | $0 | -- | -- |
| Jan 2011 | $0 | $0 | $0 | -- | -- |
| Dec 2010 | $0 | $0 | $0 | -- | -- |
| Dec 2010 | $0 | $0 | $0 | -- | -- |
DateDec 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateNov 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateNov 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateNov 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateAug 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateApr 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateJan 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees60
Clients27
DateJan 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients52
DateMay 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients52
DateJan 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees58
Clients52
DateOct 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees52
Clients39
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees52
Clients39
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees52
Clients39
DateJan 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees53
Clients39
DateOct 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients51
DateSep 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients51
DateMay 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients51
DateFeb 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees53
Clients51
DateOct 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees55
Clients53
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees55
Clients53
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees55
Clients53
DateOct 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateOct 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateOct 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateAug 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateJul 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateApr 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees52
Clients46
DateDec 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees54
Clients61
DateNov 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees54
Clients61
DateSep 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees54
Clients61
DateJun 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees54
Clients61
DateJun 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees54
Clients61
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees54
Clients61
DateDec 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients61
DateDec 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients61
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients61
DateOct 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients61
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients61
DateDec 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees63
Clients59
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.3M
Employees63
Clients3,100
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.3M
Employees63
Clients3,100
DateDec 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateNov 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateAug 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateJun 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateMay 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateMar 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateMar 2016
Total AUM$847.5M
Discretionary$825.5M
Non-Disc.$21.9M
Employees62
Clients646
DateOct 2015
Total AUM$685.9M
Discretionary$661.1M
Non-Disc.$24.8M
Employees48
Clients2,200
DateSep 2015
Total AUM$685.9M
Discretionary$661.1M
Non-Disc.$24.8M
Employees48
Clients2,200
DateJun 2015
Total AUM$685.9M
Discretionary$661.1M
Non-Disc.$24.8M
Employees48
Clients2,200
DateMar 2015
Total AUM$685.9M
Discretionary$661.1M
Non-Disc.$24.8M
Employees48
Clients2,200
DateMar 2015
Total AUM$531M
Discretionary$508.8M
Non-Disc.$22.2M
Employees41
Clients1,600
DateAug 2014
Total AUM$531M
Discretionary$508.8M
Non-Disc.$22.2M
Employees41
Clients1,600
DateJul 2014
Total AUM$531M
Discretionary$508.8M
Non-Disc.$22.2M
Employees41
Clients1,600
DateMay 2014
Total AUM$531M
Discretionary$508.8M
Non-Disc.$22.2M
Employees41
Clients1,600
DateMar 2014
Total AUM$531M
Discretionary$508.8M
Non-Disc.$22.2M
Employees41
Clients1,600
DateJan 2014
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateDec 2013
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateSep 2013
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateSep 2013
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateJun 2013
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateMay 2013
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateApr 2013
Total AUM$231.3M
Discretionary$209.3M
Non-Disc.$22M
Employees33
Clients735
DateJan 2013
Total AUM$141.3M
Discretionary$120.2M
Non-Disc.$21.1M
Employees17
Clients900
DateMar 2012
Total AUM$141.3M
Discretionary$120.2M
Non-Disc.$21.1M
Employees11
Clients900
DateApr 2011
Total AUM$89.7M
Discretionary$73.6M
Non-Disc.$16.1M
Employees--
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--