MARSHFIELD, MACRD 154311Latest ADV February 24, 2026
Mcnamara Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Marshfield, MA. Its latest Form ADV filing, dated February 24, 2026, reports $798M in regulatory assets under management, 11 employees, 1 office, and 2,672 accounts.
Assets Under Management
$798M
Employees
11
Offices
1 office
Total Clients
934
Primary office
MARSHFIELD, MA
1020 PLAIN STREET, SUITE 200, MARSHFIELD, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
630
2
HNWI
31.9%
298
3
Corporations
0.6%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$798Mas of February 24, 2026
Discretionary100.0%
$798M
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.
Total AUM$798M
Total Accounts2,672
10Y AUM Change+$444M (+125.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee85:1
10Y Employee Change+1 (+10.0%)
* 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.