The Clifford Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayland, MA. Its latest Form ADV filing, dated April 9, 2026, reports $248M in regulatory assets under management, 6 employees, and 921 accounts.
Assets Under Management
$248M
Employees
6
Offices
--
Total Clients
261
Primary office
WAYLAND, MA
321 COMMONWEALTH ROAD, SUITE 103, WAYLAND, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.6% of total clients.
Top client categories% of clientsClients
1
Individuals
76.6%
200
2
HNWI
23.4%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of April 9, 2026
Discretionary100.0%
$248M
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.
Latest AUM$248M
Total Accounts921
10Y AUM Change+$248M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change+3 (+100.0%)
* 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.