Twin Gryphon Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marshfield, MA. Its latest Form ADV filing, dated March 13, 2026, reports $127M in regulatory assets under management, 4 employees, and 123 accounts.
Assets Under Management
$127M
Employees
4
Offices
--
Total Clients
50
Primary office
MARSHFIELD, MA
892 PLAIN STREET, SUITE 3A, 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 segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
27
2
Individuals
34.0%
17
3
Pension Plans
10.0%
5
4
Pooled Investment Vehicles
2.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 13, 2026
Discretionary76.0%
$96M
76% of total RAUM76.0%
Non-discretionary24.0%
$30M
24% of total RAUM24.0%
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$127M
Total Accounts123
10Y AUM Change+$19M (+17.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* 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.