Balanced Rock Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roslindale, MA. Its latest Form ADV filing, dated March 27, 2026, reports $193M in regulatory assets under management, 5 employees, 1 office, and 834 accounts.
Assets Under Management
$193M
Employees
5
Offices
1 office
Total Clients
210
Primary office
ROSLINDALE, MA
4238 WASHINGTON STREET, SUITE 311, ROSLINDALE, 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 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
130
2
HNWI
38.1%
80
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 27, 2026
Discretionary100.0%
$193M
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$193M
Total Accounts834
10Y AUM Change+$74M (+61.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+1 (+25.0%)
* 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.