BRAINTREE, MACRD 107768Latest ADV February 12, 2026
Msa Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Braintree, MA. Its latest Form ADV filing, dated February 12, 2026, reports $1.4B in regulatory assets under management, 19 employees, 1 office, and 3,271 accounts.
Assets Under Management
$1.4B
Employees
19
Offices
1 office
Total Clients
1,338
Primary office
BRAINTREE, MA
25 BRAINTREE HILL OFFICE PARK, SUITE 303, BRAINTREE, MA, United States
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
850
2
HNWI
35.4%
474
3
Pension Plans
1.0%
14
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of February 12, 2026
Discretionary97.5%
$1.4B
97% of total RAUM97.5%
Non-discretionary2.5%
$36M
3% of total RAUM2.5%
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$1.4B
Total Accounts3,271
10Y AUM Change+$1.1B (+316.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee70:1
10Y Employee Change+5 (+35.7%)
* 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.