NORTH ANDOVER, MACRD 105378Latest ADV March 4, 2026
Needham Advisory Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in North Andover, MA. Its latest Form ADV filing, dated March 4, 2026, reports $102M in regulatory assets under management, 5 employees, and 244 accounts.
Assets Under Management
$102M
Employees
5
Offices
--
Total Clients
145
Primary office
NORTH ANDOVER, MA
861 TURNPIKE STREET, UNIT 226, NORTH ANDOVER, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.6% of total clients.
Top client categories% of clientsClients
1
Individuals
76.6%
111
2
HNWI
22.1%
32
3
Charitable
1.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of March 4, 2026
Discretionary78.3%
$80M
78% of total RAUM78.3%
Non-discretionary21.7%
$22M
22% of total RAUM21.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$102M
Total Accounts244
10Y AUM Change+$2M (+2.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* 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.