Mayflower Advisors

RIASEC RegisteredEst. 2020

Total AUM

$5.8B

Discretionary

$1.8B

31% of AUM

Avg account

$2M

Accounts

2,924

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 307857
Registered since: April 3, 2020
Website: mayfloweradvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans75.6%
HNWI19.7%
Individuals3.5%
Corporations / Businesses0.77%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mayflower Advisors is an independent registered investment adviser organized as an LLC and operating since 2020. The firm advises both individual/family and institutional clients and functions as a capital allocator, providing financial planning and portfolio management across individual, pooled vehicle, institutional and business clients. Its advisory fees include AUM-based charges and fixed fees. Mayflower reports being an active ESG investor and also offers pension consulting and selection-of-other-advisers services. The firm has been recognized by Forbes as a Top RIA in 2022, 2023 and 2024. Mayflower operates multiple private funds and allocates to third-party alternative managers, signaling a mix of in-house and outsourced investment activity rather than a purely long-only equities shop.