93 Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woburn, MA. Its latest Form ADV filing, dated March 23, 2026, reports $900M in regulatory assets under management, 8 employees, and 2,466 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
873
2
HNWI
25.7%
302
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$900Mas of March 23, 2026
Discretionary100.0%
$900M
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$900M
Total Accounts2,466
10Y AUM Change+$657M (+270.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee147:1
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.