Fairfield Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Wellesley, MA. Its latest Form ADV filing, dated March 23, 2026, reports $333M in regulatory assets under management, 4 employees, and 550 accounts.
Assets Under Management
$333M
Employees
4
Offices
--
Total Clients
147
Primary office
WELLESLEY, MA
THE WELLESLEY OFFICE PARK, 20 WILLIAM STREET, STE 165, WELLESLEY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.6% of total clients.
Top client categories% of clientsClients
1
HNWI
47.6%
70
2
Individuals
46.3%
68
3
Pension Plans
6.1%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of March 23, 2026
Discretionary100.0%
$333M
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$333M
Total Accounts550
10Y AUM Change+$170M (+104.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee37:1
10Y Employee Change-1 (-20.0%)
* 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.