Kelly Financial Services LLC is an SEC registered investment adviser with a primary office location in Braintree, MA. Its latest Form ADV filing, dated March 11, 2026, reports $624M in regulatory assets under management, 10 employees, 1 office, and 3,094 accounts.
Assets Under Management
$624M
Employees
10
Offices
1 office
Total Clients
1,401
Primary office
BRAINTREE, MA
10 FORBES ROAD, STE 130, BRAINTREE, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
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 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
1,196
2
HNWI
14.6%
205
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$624Mas of March 11, 2026
Discretionary88.8%
$554M
89% of total RAUM88.8%
Non-discretionary11.2%
$70M
11% of total RAUM11.2%
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$624M
Total Accounts3,094
10Y AUM Change+$322M (+107.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee140:1
10Y Employee Change+3 (+42.9%)
* 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.