Great Diamond Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, ME. Its latest Form ADV filing, dated April 17, 2026, reports $804M in regulatory assets under management, 12 employees, 1 office, and 1,736 accounts.
Assets Under Management
$804M
Employees
12
Offices
1 office
Total Clients
533
Primary office
PORTLAND, ME
22 MONUMENT SQUARE, SUITE 300, PORTLAND, ME, 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 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
285
2
Individuals
44.7%
238
3
Pension Plans
1.3%
7
4
Charitable
0.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$804Mas of April 17, 2026
Discretionary100.0%
$804M
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$804M
Total Accounts1,736
10Y AUM Change+$804M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee44:1
10Y Employee Change+5 (+71.4%)
* 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.