Wilkins Investment Counsel, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 14, 2026, reports $1.1B in regulatory assets under management, 11 employee, and 212 accounts.
Assets Under Management
$1.1B
Employees
11
Offices
--
Total Clients
212
Primary office
BOSTON, MA
160 FEDERAL ST., 22ND FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.5% of total clients.
Top client categories% of clientsClients
1
HNWI
83.5%
177
2
Individuals
9.0%
19
3
Charitable
7.1%
15
4
FAMILY OFFICE
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 14, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts212
10Y AUM Change+$653M (+140.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee19:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.