Minot Deblois Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 28, 2026, reports $2.0B in regulatory assets under management, 4 employees, and 621 accounts.
Assets Under Management
$2.0B
Employees
4
Offices
--
Total Clients
203
Primary office
BOSTON, MA
ONE FEDERAL STREET, 25TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.1% of total clients.
Top client categories% of clientsClients
1
HNWI
59.1%
120
2
Individuals
33.0%
67
3
Charitable
7.4%
15
4
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 28, 2026
Discretionary7.5%
$152M
7% of total RAUM7.5%
Non-discretionary92.5%
$1.9B
93% of total RAUM92.5%
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$2.0B
Total Accounts621
10Y AUM Change+$1.2B (+129.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee51:1
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.