Great Point Wealth 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 27, 2026, reports $726M in regulatory assets under management, 5 employees, 1 office, and 1,218 accounts.
Assets Under Management
$726M
Employees
5
Offices
1 office
Total Clients
462
Primary office
BOSTON, MA
ONE INTERNATIONAL PLACE, SUITE 4520, BOSTON, 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 53.0% of total clients.
Top client categories% of clientsClients
1
HNWI
53.0%
245
2
Individuals
44.8%
207
3
Pension Plans
1.1%
5
4
Corporations
0.4%
2
5
PRIVATE EQUITY
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$726Mas of March 27, 2026
Discretionary96.6%
$701M
97% of total RAUM96.6%
Non-discretionary3.4%
$24M
3% of total RAUM3.4%
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$726M
Total Accounts1,218
10Y AUM Change+$474M (+188.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee92:1
10Y Employee Change+2 (+66.7%)
* 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.