Butterworth Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Danvers, MA. Its latest Form ADV filing, dated January 22, 2026, reports $103M in regulatory assets under management, 1 employee, and 388 accounts.
Assets Under Management
$103M
Employees
1
Offices
--
Total Clients
140
Primary office
DANVERS, MA
7 FEDERAL STREET, SUITE 36, DANVERS, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
99
2
HNWI
27.9%
39
3
Corporations
1.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$103Mas of January 22, 2026
Discretionary97.1%
$100M
97% of total RAUM97.1%
Non-discretionary2.9%
$3M
3% of total RAUM2.9%
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$103M
Total Accounts388
10Y AUM Change+$3M (+3.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee140:1
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.