Finivi Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Westborough, MA. Its latest Form ADV filing, dated March 5, 2026, reports $308M in regulatory assets under management, 8 employees, and 1,293 accounts.
Assets Under Management
$308M
Employees
8
Offices
--
Total Clients
683
Primary office
WESTBOROUGH, MA
1400 COMPUTER DRIVE, WESTBOROUGH, MA, United States
Top client segmentIndividuals represent 89.3% of total clients.
Top client categories% of clientsClients
1
Individuals
89.3%
610
2
HNWI
10.7%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of March 5, 2026
Discretionary92.5%
$285M
93% of total RAUM92.5%
Non-discretionary7.5%
$23M
7% of total RAUM7.5%
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.
Latest AUM$308M
Total Accounts1,293
10Y AUM Change+$308M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee85:1
10Y Employee Change+2 (+33.3%)
* 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.