Nichols & Pratt Advisers Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $2.4B in regulatory assets under management, 20 employees, and 642 accounts.
Assets Under Management
$2.4B
Employees
20
Offices
--
Total Clients
106
Primary office
BOSTON, MA
50 CONGRESS STREET, SUITE 832, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.2% of total clients.
Top client categories% of clientsClients
1
HNWI
80.2%
85
2
Individuals
19.8%
21
Categories with <5 clients
TRUST COMPANY<5 clients
LAW FIRM<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 30, 2026
Discretionary89.7%
$2.2B
90% of total RAUM89.7%
Non-discretionary10.3%
$249M
10% of total RAUM10.3%
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$2.4B
Total Accounts642
10Y AUM Change+$801M (+49.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee5:1
10Y Employee Change-5 (-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.