Beaumont Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 24, 2026, reports $3.8B in regulatory assets under management, 24 employees, 3 offices, and 4,286 accounts.
Assets Under Management
$3.8B
Employees
24
Offices
3 offices
Total Clients
1,910
Primary office
NEEDHAM, MA
250 1ST AVENUE, SUITE 101, NEEDHAM, MA, United States
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
1,553
2
HNWI
18.1%
345
3
Charitable
0.3%
6
4
Corporations
0.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 24, 2026
Discretionary72.8%
$2.7B
73% of total RAUM72.8%
Non-discretionary27.2%
$1.0B
27% of total RAUM27.2%
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$3.8B
Total Accounts4,286
10Y AUM Change+$3.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee80:1
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.