Firm profile

MAYFLOWER ADVISORS

BOSTON, MACRD 307857Latest ADV March 27, 2026

Mayflower Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 27, 2026, reports $5.8B in regulatory assets under management, 33 employees, 7 offices, and 2,924 accounts.

Assets Under Management
$5.8B
Employees
33
Offices
7 offices
Total Clients
1,225
Primary office
BOSTON, MA
265 FRANKLIN STREET, SUITE 401, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSteven Dimitriou
CCOVinson E. Brod

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 48.4% of total clients.
Top client categories% of clientsClients
1
Individuals
48.4%
593
2
HNWI
27.2%
333
3
Pension Plans
20.3%
249
4
Corporations
2.2%
27
5
Charitable
1.7%
21

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.8Bas of March 27, 2026
Discretionary30.5%
$1.8B
31% of total RAUM30.5%
Non-discretionary69.5%
$4.0B
69% of total RAUM69.5%
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.

Total AUM$5.8B
Total Accounts2,924
10Y AUM Change+$5.8B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees33
Clients per Employee37:1
10Y Employee Change+30 (+1000.0%)

* 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.