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Firm profile

Boston Research and Management, Inc..

MANCHESTER, MACRD 107643Latest ADV March 25, 2026

Boston Research and Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester, MA. Its latest Form ADV filing, dated March 25, 2026, reports $676M in regulatory assets under management, 8 employees, and 501 accounts.

Assets Under Management
$676M
Employees
8
Offices
--
Total Clients
124
Primary office
MANCHESTER, MA
40 BEACH STREET, SUITE 200, MANCHESTER, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOBenjamin J. Muchler
CCORobert S. Mckenzie
CIODaniel F. Tortola

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 71.0% of total clients.
Top client categories% of clientsClients
1
HNWI
71.0%
88
2
Individuals
29.0%
36
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$676Mas of March 25, 2026
Discretionary100.0%
$676M
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.

Total AUM$676M
Total Accounts501
10Y AUM Change+$356M (+111.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee16:1
10Y Employee Change+1 (+14.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.