Bay Colony Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Concord, MA. Its latest Form ADV filing, dated March 23, 2026, reports $1.4B in regulatory assets under management, 36 employees, 16 offices, and 4,340 accounts.
Assets Under Management
$1.4B
Employees
36
Offices
16 offices
Total Clients
2,668
Primary office
CONCORD, MA
86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
1,786
2
HNWI
32.4%
864
3
Corporations
0.4%
10
4
Pension Plans
0.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 23, 2026
Discretionary96.2%
$1.4B
96% of total RAUM96.2%
Non-discretionary3.8%
$55M
4% of total RAUM3.8%
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.
Total AUM$1.4B
Total Accounts4,340
10Y AUM Change+$1.3B (+700.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee74:1
10Y Employee Change+22 (+157.1%)
* 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.