Centerpoint Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 31, 2026, reports $732M in regulatory assets under management, 12 employees, and 1,055 accounts.
Assets Under Management
$732M
Employees
12
Offices
--
Total Clients
502
Primary office
NEEDHAM, MA
175 HIGHLAND AVENUE, SUITE 302, NEEDHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
297
2
HNWI
40.0%
201
3
Pension Plans
0.6%
3
4
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$732Mas of March 31, 2026
Discretionary100.0%
$732M
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$732M
Total Accounts1,055
10Y AUM Change+$460M (+169.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee42:1
10Y Employee Change+4 (+50.0%)
* 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.