Nutter Investment Advisors is an SEC registered investment adviser organized as a limited partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 5, 2026, reports $3.0B in regulatory assets under management, 5 employees, and 41 accounts.
Assets Under Management
$3.0B
Employees
5
Offices
--
Total Clients
26
Primary office
BOSTON, MA
SEAPORT WEST, 155 SEAPORT BOULEVARD, 5TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.9% of total clients.
Top client categories% of clientsClients
1
HNWI
76.9%
20
2
Individuals
19.2%
5
3
Corporations
3.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 5, 2026
Discretionary2.4%
$70M
2% of total RAUM2.4%
Non-discretionary97.6%
$2.9B
98% of total RAUM97.6%
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$3.0B
Total Accounts41
10Y AUM Change+$1.7B (+125.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee5:1
10Y Employee Change+2 (+66.7%)
* 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.