BOSTON FAMILY ADVISORS LLC
CRD #299060 SEC #801-128445 BOSTON, MA (617) 963-0904
SEC Registered Private Funds
Total AUM
$284.9M
Discretionary
$253.7M
Employees
11
Clients
0
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $284.9M | $253.7M | $31.2M | 11 | 15 |
| Sep 2025 | $284.9M | $253.7M | $31.2M | 11 | 15 |
| Apr 2025 | $284.9M | $253.7M | $31.2M | 11 | 15 |
| Mar 2025 | $284.9M | $253.7M | $31.2M | 11 | 15 |
| Mar 2025 | $169.2M | $143.5M | $25.7M | 8 | 6 |
| Mar 2024 | $169.2M | $143.5M | $25.7M | 8 | 6 |
| Jan 2024 | $152.8M | $152.8M | $0 | 7 | 11 |
| Aug 2023 | $152.8M | $152.8M | $0 | 7 | 11 |
| Jul 2023 | $152.8M | $152.8M | $0 | 7 | 11 |
| Jun 2023 | $152.8M | $152.8M | $0 | 7 | 11 |
DateOct 2025
Total AUM$284.9M
Discretionary$253.7M
Non-Disc.$31.2M
Employees11
Clients15
DateSep 2025
Total AUM$284.9M
Discretionary$253.7M
Non-Disc.$31.2M
Employees11
Clients15
DateApr 2025
Total AUM$284.9M
Discretionary$253.7M
Non-Disc.$31.2M
Employees11
Clients15
DateMar 2025
Total AUM$284.9M
Discretionary$253.7M
Non-Disc.$31.2M
Employees11
Clients15
DateMar 2025
Total AUM$169.2M
Discretionary$143.5M
Non-Disc.$25.7M
Employees8
Clients6
DateMar 2024
Total AUM$169.2M
Discretionary$143.5M
Non-Disc.$25.7M
Employees8
Clients6
DateJan 2024
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees7
Clients11
DateAug 2023
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees7
Clients11
DateJul 2023
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees7
Clients11
DateJun 2023
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees7
Clients11