Financial Solutions Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dedham, MA. Its latest Form ADV filing, dated April 30, 2026, reports $172M in regulatory assets under management, 2 employees, and 570 accounts.
Assets Under Management
$172M
Employees
2
Offices
--
Total Clients
270
Primary office
DEDHAM, MA
990 WASHINGTON STREET, SUITE 317, DEDHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
190
2
HNWI
29.6%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of April 30, 2026
Discretionary100.0%
$172M
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$172M
Total Accounts570
10Y AUM Change+$45M (+35.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee135:1
10Y Employee Change0 (0.0%)
* 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.