Napier Financial

RIASEC Registered

Total AUM

$588M

Discretionary

$547M

93% of AUM

Avg account

$592K

Accounts

993

Employees

Advisory reps

Firm details

Headquarters: Braintree, Massachusetts
CRD number: 336725
Registered since: June 26, 2025
Website: napierfinancial.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.02%
Individuals13.7%
Corporations / Businesses6.39%
Other Investment Advisers2.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Napier Financial is an independent registered investment adviser that elected SEC registration in 2025. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as an allocator that combines fiduciary portfolio management with financial planning. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and the selection of third‑party advisers. Napier Financial charges a mix of percentage-of-AUM, hourly, and fixed fees and operates as a sponsor and general partner or managing member of pooled investment vehicles in addition to its advisory roles. The firm does not identify as an active ESG investor.