WESTBOROUGH, MACRD 109420Latest ADV March 28, 2026
Grimes & Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westborough, MA. Its latest Form ADV filing, dated March 28, 2026, reports $6.3B in regulatory assets under management, 69 employees, 30 offices, and 9,842 accounts.
Assets Under Management
$6.3B
Employees
69
Offices
30 offices
Total Clients
3,764
Primary office
WESTBOROUGH, MA
ONE TECHNOLOGY DRIVE, SUITE 100, WESTBOROUGH, 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 segmentIndividuals represent 49.9% of total clients.
Top client categories% of clientsClients
1
Individuals
49.9%
1,877
2
HNWI
47.4%
1,783
3
Pension Plans
1.1%
41
4
Corporations
1.0%
37
5
Charitable
0.7%
26
Categories with <5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 28, 2026
Discretionary97.2%
$6.1B
97% of total RAUM97.2%
Non-discretionary2.8%
$176M
3% of total RAUM2.8%
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.
Total AUM$6.3B
Total Accounts9,842
10Y AUM Change+$4.4B (+237.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees69
Clients per Employee55:1
10Y Employee Change+38 (+122.6%)
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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.