Moore Financial Advisors, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Belmont, MA. Its latest Form ADV filing, dated April 1, 2026, reports $127M in regulatory assets under management, 4 employees, 3 offices, and 350 accounts.
Assets Under Management
$127M
Employees
4
Offices
3 offices
Total Clients
92
Primary office
BELMONT, MA
83 LEONARD STREET, OFFICE #9, BELMONT, 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 segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
48
2
Individuals
47.8%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of April 1, 2026
Discretionary76.4%
$97M
76% of total RAUM76.4%
Non-discretionary23.6%
$30M
24% of total RAUM23.6%
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$127M
Total Accounts350
10Y AUM Change+$16M (+14.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
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.